thesis-tracker
Buy-side discipline system. For each holding, maintain a written investment thesis — core thesis in 5 sentences, falsifiable assumptions, red lines, valuation anchors — and re-check it each quarter against new earnings/events. Scores thesis health 1-10 from assumption breakage and red-line triggers, and recommends hold / add / trim / exit. Use it right after buying a stock (to write the thesis) and every earnings season (to check it). Bridges the research→buy→monitor gap that most investors skip.
SKILL.md
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