Research Themes
Top-down research: start a theme → highlight candidate stocks → compare → send the winners to the pipeline.
The report works out its own shape from the topic — who benefits and who is at risk for a change, the value chain for an industry, the modalities and trial stages for a therapeutic space — then finds the companies, verifies every symbol, and ranks them.
This becomes the report’s brief. It shapes the write-up and the ranking.
A completeness check only — the search is told not to miss these, and nothing else about the report changes. Names typed into the box on the left would instead become what the report is about.
AI-surfaced themes & names from the day's real reporting. Adopt one to start a theme.
Surfaced by the daily Investment Ideas run from that day's real reporting — every line is sourced to the articles behind it. A theme is a topic to research (send it to the box on the Themes tab); a missed stock is a name we do not track; an idea carries a conviction score and how we would play it.