Write
State assumptions before you know the outcome.
INVESTMENT THESIS JOURNAL
Write down what would change your mind.
Capture your reasoning before a price move rewrites the memory of it. Separate the business case, evidence and uncertainty.
Your decision record
Start with your investment question.
Make the opposing case as seriously as your own.
A research record is not a trade alert. Keep position sizing, downside and your wider financial situation in the conversation.
One account for research across the network.
Review
Return when the evidence changes or your review date arrives.
Learn
Keep the original scenario and add dated notes to your workspace.
A useful next conversation.
Keep your research, or tell the team what you would like help exploring.