Examples for Investment Thesis Documentation Builder

Documents an Apple investment thesis for a long-term core holding, covering Services growth thesis, ecosystem lock-in advantages, capital return program, and specific exit criteria based on revenue and margin thresholds.

Documents a high-risk speculative biotech investment with Phase 2 clinical trial milestones, binary outcome framework, appropriate position sizing (1.5% with 3% cap), and data-driven exit criteria tied to clinical trial results.

Documents a Tesla investment thesis with EV market leadership, energy storage optionality, specific position sizing discipline (3% position, 5% cap), and measurable exit criteria tied to deliveries, margins, and market share.