PRICE THEORY / RESEARCH GUIDE
A stock idea becomes useful when you can explain the business, the event, the price, and the risk in plain language.
THE RESEARCH PROCESS
No single chart, headline, or metric settles an investment decision. These questions help turn scattered information into a thesis you can test.
Start with what the company sells, who pays for it, and which costs affect its profit. Read the latest filing alongside earlier periods. Revenue growth alone says little if margins, cash flow, or the balance sheet tell a different story.
A thesis needs a reason it might matter now. Earnings, guidance, a product launch, or a policy decision can change expectations. Separate scheduled facts from rumors, and write down what the market may already be pricing in.
Look at the chart across more than one timeframe. Compare the current price with recent ranges, volume, and the wider market. Options activity can add context, but a large trade is not proof of a directional view.
List the assumptions that must hold and the evidence that would weaken them. Consider liquidity, event risk, and how much you could lose. Revisit the thesis when new filings or prices arrive instead of treating an initial idea as permanent.
IN THE WORKSPACE
Price Theory places several parts of the research process in one terminal. Each is a starting point for your own review, not a substitute for it.
Review reported revenue, income, and margins across filing periods.
Follow a symbol, compare timeframes, and see how price has moved.
Put company developments and scheduled events beside the market view. Browse dated Le Dossier briefs for an example of market context in practice.
See the positions Price Theory shares publicly and the reasoning attached to them.