Investment thesis template for public market investors

Use this template before you buy, after earnings, or whenever your reason for owning a stock starts getting fuzzy.

Thesis

I own or watch this company because:

Main assumptions

• The first assumption that must stay true.
• The second assumption that must stay true.
• The third assumption, if there is one.

Evidence to monitor

• Financial metric:
• Customer or product signal:
• Management claim:
• Competitive risk:

What would change my mind

Write this before the stock moves against you. It is much harder to be honest later.

How Seekline helps

Seekline keeps this template alive as a case. It tracks the evidence, records review decisions, and keeps old assumptions visible when new information arrives.