Investment Thesis Stock Shortlist

You receive an XLSX workbook and a concise PDF research brief. The workbook includes: • Up to 20 public companies matching the agreed thesis and geographic scope • Company name, ticker, exchange, country, sector, industry, website, short description, and company-size or market-cap context when available • Direct, indirect, or speculative thesis-exposure classification • Thesis-relevance score and priority tier • Scoring against up to three buyer-selected financial criteria, subject to consistent data availability • Supporting factors, contradictions, and key thesis-risk flags • Deeper website or financial-report validation for the 10 highest-ranked candidates, including short evidence notes and source links • Borderline and rejected examples with reasons • Reporting or retrieval dates for quantitative fields when available • Separate tabs for the ranked shortlist, top candidates, evidence notes, rejected examples, and methodology The PDF research brief explains: • How the thesis was translated into screening rules • The strongest direct and indirect matches • Major patterns and trade-offs across the shortlist • Thematic false positives and material risk factors • Important data limitations and due-diligence questions The universe is screened first using Disfold’s company, classification, ranking, and available financial data. Deeper public research is concentrated on the 10 strongest candidates rather than performed across a broad, unfiltered market. If fewer than 20 credible matches exist, the result will contain the strongest defensible candidates rather than weak thematic associations. This service provides a transparent research universe for further analysis. It does not tell the buyer what to buy or predict which stocks will outperform.

XLSX workbook, PDF research brief

Please provide: • Your investment thesis or theme • Target countries, exchanges, or regions • Preferred market-cap range • Sectors or industries to include or exclude • Up to three financial criteria that matter most, such as growth, profitability, valuation, dividends, cash generation, or leverage • Whether only direct exposure qualifies, or whether suppliers and indirect beneficiaries may also be included • Example companies that should qualify, if available • Example companies that should not qualify, if available • A reference article, research note, portfolio page, or thesis URL, if useful Prioritize your criteria. State whether thematic relevance, financial quality, valuation, growth, or income should carry the most weight. If the complete brief does not fit in the request field, include it in a shareable document and provide the link through the URL field.

This offer does not include personalized financial or fiduciary advice, buy/sell/hold instructions, portfolio allocation, market timing, price targets, return forecasts, or performance guarantees. It does not include real-time signals, technical-analysis entries, full valuation models, portfolio construction, non-public information, proprietary brokerage research, detailed web research beyond the scoped validation of the 10 highest-ranked candidates, raw database exports, recurring monitoring, or unlimited revisions. The result is a research shortlist for further investigation. Buyers must independently verify all information before investing. One correction round covers objective errors reported within seven days. Material thesis or filter changes require a new request.