This podcast details an individual's method for writing stock investment theses and assesses the success of previous theses. The author explains their process of identifying potential stock buys based on database rankings and preparing a one-page report outlining the pros and cons. Several past investments are reviewed, highlighting significant gains ranging from 50% to nearly 700% on various stocks like Juniper Networks, Block Inc., COHR, GEO, and Meta. The author also notes their most recent thesis for HPP is still in the waiting phase. Ultimately, the text emphasizes the value of documenting investment ideas to assess their performance and suggests sticking to the original investment plan even as gains exceed initial predictions.
