Thesis Review

Test an investment thesis claim by claim: a direct test where a governed method exists, and a review against governed evidence for the rest.

  1. 1

    Understand

    Separate the argument into claims, assumptions and relationships.

  2. 2

    Test

    Run governed direct tests where an appropriate method exists.

  3. 3

    Challenge

    Assess wider governed evidence for support, tension and unresolved questions.

  4. 4

    Track

    Keep the review as the start of a thesis history.

What do you want ChainsEdge to challenge?

Paste a proposition, investment argument or research view. It can contain several claims — ChainsEdge will separate them.

Thesis histories
What works best?

State the view plainly

Write the proposition as you actually use it in your decision process.

Include the reasoning

If the thesis depends on a cause, mechanism or assumption, include it rather than simplifying it away.

Paste the whole argument

ChainsEdge can separate several claims. You do not need to pre-format them.

You have not reviewed a thesis yet.