Refining Investment Theses: The Netflix Case Study

The thesis statement, in the context of investing, is our best effort to create a testable hypothesis. Of course, it is not a scientific process, but we can surely borrow from the discipline of science to create a richer process!

If you find sometimes that your work is voluminous but unfocused, or the communication on your team or with outside parties is muddy and you can’t figure out why, then the process of forming and re-working a thesis statement can be a good place to start. 

In this episode we will go into the process we used to sharpen our thesis statements, (they were a little unwieldy at first). This process let us get clearer on what really mattered, strengthened the signal and quieted the noise, and provided a roadmap for analysts that let us use our time far more precisely. We also include some examples so you can see how it works. I hope you enjoy it.