I'm working on coming up with investment thesis but I feel like I'm spinning my wheels. I'm taking a top-down approach, using IBIS, pitchbook, public into, and I have the financial criteria (growing industry, low capex, etc) but I haven't come up with a single hypotgesis in 1 week. Am I overthinking it?
What's your approach to developing an investment thesis?
How long does it take you to come up with one?
What resources do you use to test it?
Investment thesis research
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