Build a thesis you'd actually put capital behind.

For people recruiting into long/short equity funds and analysts who want to move from "running numbers" to actually owning a thesis.

What's inside

6 modules, built around real deal mechanics — no filler, no padding to justify a higher price elsewhere.

• 01
  Idea generation

  Where real theses come from, and why screens alone don't produce them.
• 02
  Financial statement forensics

  Reading filings for what management isn't saying, not just what they are.
• 03
  Building the thesis

  Turning an observation into a variant view with a catalyst and a timeline.
• 04
  Position sizing & risk

  Why conviction alone doesn't determine size — the math that does.
• 05
  Writing the pitch

  The one-pager and the full memo, structured the way PMs actually want to read them.
• 06
  Stock pitch interview drilling

  Defending a pitch live, including the questions designed to find the hole in it.

What you'll be able to do

• Turn a raw observation into a thesis with a catalyst, not just a cheap multiple
• Defend a stock pitch live against pointed pushback
• Size a position using a real risk framework, not a flat percentage
• Write a one-pager a PM would actually finish reading