Actually understand public companies.
Deep research synthesized from SEC filings, earnings calls, and primary sources. Every number verified, every claim cited.
The Problem
To truly understand a public company today, you have two options: spend hours reading 80-page SEC filings and parsing earnings transcripts yourself, or pay $24,000/year for a Bloomberg terminal.
Everything in between—Yahoo Finance, Seeking Alpha, stock screeners—gives you charts and numbers without meaning. Data without narrative. Noise without insight.
What We're Building
Thesis synthesizes primary sources into genuine understanding. For any public company, we answer the questions that matter:
- What does this company actually do, and how does it make money?
- What's their strategy, and is it working?
- What are the real competitive advantages—and are they durable?
- What could go wrong? What are the actual risks?
- How has the story changed over time?
The Trust Layer
Trust is the foundation of everything we build. Our commitment to accuracy is non-negotiable:
- Every number is extracted programmatically from source documents
- Every claim is cited with a link to the original filing or transcript
- Source transparency by default—see exactly where every fact comes from
If you see a figure on Thesis, you can trace it back to the source document in one click.