# Stock Thesis

> Investment thesis builder for a stock. Use when the user asks to build a thesis, write up an investment case, outline bull/bear cases, or identify catalysts for a stock.

- Skill: `daringanitch/stock-thesis` (Agent Skill)
- Install (CLI): `npx skillmds@latest add daringanitch/stock-thesis`
- Raw SKILL.md: https://api.skillmd.com/api/skills/daringanitch/stock-thesis/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Coding & Dev Tools
- Author: daringanitch (https://skillmd.com/u/daringanitch)
- Updated: 2026-09-21
- Page: https://skillmd.com/skills/daringanitch/stock-thesis

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Build a complete investment thesis in the format a hedge fund PM would want to read:

**SETUP** (2 sentences): Why is this opportunity available? What does the market misunderstand?

**BULL CASE** (3 bullets): The specific things that must go right. Price target and timeline.

**BASE CASE** (3 bullets): Steady-state assumptions. Price target. Expected return vs S&P.

**BEAR CASE** (3 bullets): What kills the thesis. Maximum expected drawdown. Is it recoverable?

**KEY CATALYSTS** (ordered by probability × impact):
1. [catalyst] — [timeline] — [expected price impact]
2. [catalyst] — [timeline] — [expected price impact]
3. [catalyst] — [timeline] — [expected price impact]

**POSITION SIZING SIGNAL**: High / Medium / Low conviction. Why.

**EXIT CRITERIA**: What would make you sell regardless of price?