Thesis gives serious retail investors the same research quality institutional managers pay $24,000 a year for. Your first report is free.
Research only. Not financial advice. You make the decision.
Institutional investors have had a structural edge for decades. Thesis closes that gap.
Making decisions from news, Reddit threads, and surface-level screeners
Bloomberg Terminal at $24,000/year — priced out of reach for individuals
No bear case analysis — you don't know what could go wrong until it does
Smart enough to know your research is incomplete. No way to fix it.
8 independent evidence layers synthesised into a single, structured verdict
Institutional-quality analysis from $0.99 packs or $9.99/month
Every report includes a full bear case — what could go wrong, stated plainly
Know your position cold. Make a decision you can stand behind with evidence.
Before Thesis reaches a verdict, it runs a full adversarial analysis — the same framework institutional research desks use.
Revenue growth, margins, balance sheet strength, and earnings quality assessed against sector benchmarks.
Fair value calculated from DCF, comparable company analysis, and historical multiple ranges. Margin of safety clearly stated.
Management commentary, guidance changes, and tone shifts analysed from the last 4 earnings calls.
Recent buy and sell transactions from executives and directors — with context on size and pattern significance.
What top fund managers are doing with this stock — adding, trimming, or exiting — and what that signals.
Interest rate sensitivity, sector tailwinds and headwinds, and how the macro environment affects this specific business.
News sentiment, analyst consensus shifts, and short interest trends — calibrated against price action.
The analysis challenges its own thesis. What are the strongest arguments against this position? Stated plainly, not buried.
Simple to use. Serious in its analysis.
Type any US stock symbol. If a fresh report exists in the pool, you get it instantly at no cost.
If no fresh report exists, Thesis runs the full 8-layer research pipeline. Ready in about 20 minutes. Watch it happen in real time — or leave and get a push notification when your report lands.
A structured verdict with conviction score, fair value, margin of safety, and the full bear case. Everything you need to decide for yourself.
Designed for the investor who takes their research seriously.
Spot the moves before they happen. Trending stocks, 52-week highs and lows — surface what the market is doing in real time.
Price, fundamentals, the full picture. Live market data and AI analysis sitting side by side — bull case against bear.
One clear verdict on any stock. Buy, hold, or sell — with conviction, fair value, and the full bear case on a single card.
Watch the analysis happen. An eight-stage pipeline reasons through every layer of evidence before it makes the call.
Queue it. We'll notify you when it's ready. Run reports on any ticker and come back when the analysis lands.
Every report ends with one of five verdicts and a conviction score from 0–100%. You'll always know exactly where a stock stands.
A guide who hedges loses the hero's trust. Thesis makes calls. Every verdict is backed by 8 layers of evidence and a conviction score so you can weigh it appropriately.
A Thesis report is a complete research brief — 11 sections, every layer of evidence, the full bear case included.
Bloomberg charges $24,000 a year. You shouldn't have to.
Report packs never expire. Monthly plan — no commitment, cancel anytime. iOS & Android.
Download Thesis. Your first report is free.