Stock Thesis Glossary
Definitions for filing-backed diligence checks, source ledgers, evidence gaps, and thesis stress tests.
Definitions
A specific company claim that can be checked against evidence.
Thesis stress testA structured review of what could support or weaken a thesis.
Forced bear caseA deliberate search for evidence that could weaken the thesis.
Source ledgerA list of sources used in a research artifact.
Completeness ledgerA view of what was checked and what still has gaps.
Evidence gapA claim or diligence area the reviewed sources did not support.
Verification tierA label for the source strength behind a finding.
10-KAn annual report filed by many US public companies.
10-QA quarterly report filed by many US public companies.
8-KA current report for important company events.
DEF 14AA proxy statement used for shareholder meeting disclosures.
20-FAn annual report used by many foreign private issuers.
6-KA report foreign private issuers use for certain updates.