Description

Don’t help me prove my thesis. Help me audit it. Many investment judgments go wrong not because the data is entirely incorrect, but because accurate data is used to support an overextended conclusion. For example: “AI orders are growing rapidly, so profits are certain to grow quickly over the next three years.” “The company’s business is strong, so the stock must be cheap right now.” “Customers keep increasing, so the company has already achieved network effects.” “Management says the technology is leading, and it’s included in the financial reports, so the moat has been proven.” 「Sprout | Thesis Auditor」doesn’t search for more reasons to prove you’re right. It breaks your investment thesis into an auditable Critical Path and examines it layer by layer: Facts → Evidence → Causal Relationships → Hidden Assumptions → Commercialization → Economic Outcomes → Valuation By prioritizing first-party sources, it answers several questions that truly matter: Which parts have already been supported by evidence? Which are merely reasonable inferences? Which necessary link is the most fragile? Is there counterevidence that genuinely attacks the Thesis? What evidence is most likely to change the conclusion? It ultimately provides one of five ratings: SUPPORTED / PARTIALLY SUPPORTED / FRAGILE / BROKEN / INSUFFICIENT DATA Every conclusion must be traceable to specific Necessary Claims and evidence—not a vague “on balance” assessment.