Investment Thesis Stock Shortlist

You receive a structured Excel workbook and a concise PDF research brief. The Excel workbook includes: • Up to 40 public companies matching the agreed investment thesis • Company name, ticker, exchange, country, sector, industry, website, and short business description • Direct, indirect, or speculative thesis-exposure classification • Thesis-relevance score • Financial quality, growth, valuation, income, or balance-sheet scoring based on the criteria selected for the request and the data available • Company-size and market-cap ranking context when available • Evidence explaining how each company relates to the thesis • Key supporting factors • Contradictions, weaknesses, and thesis-risk flags • Priority groups covering strongest matches, secondary candidates, and speculative candidates • Borderline and rejected companies with reasons • Data date, methodology, criteria, source links, and limitations • Separate sheets for the ranked shortlist, detailed evidence, rejected candidates, and methodology The PDF research brief includes: • An explanation of how the thesis was translated into screening rules • The highest-ranked candidates • Major patterns across the resulting stock universe • Important trade-offs between thematic exposure and financial characteristics • Thesis risks and potential false positives • Areas requiring additional investor due diligence The result is a research universe for further investigation. It does not tell the buyer what to buy and does not predict future returns. The value delivered is the systematic translation of a qualitative investment idea into a transparent, ranked, and evidence-backed stock universe.

XLSX workbook, PDF research brief

Please provide: • Your investment thesis or theme in one or more paragraphs • Target countries, exchanges, or regions • Preferred market-cap range • Sectors or industries to include • Sectors or industries to exclude • Required financial characteristics, such as profitability, revenue growth, valuation limits, dividend profile, cash generation, or balance-sheet strength • Any disqualifying risks or business models • Example companies that fit the thesis, if available • Example companies that should not qualify, if available • Whether direct exposure is required or indirect beneficiaries and suppliers may also qualify • The maximum number of stocks desired • A reference URL, article, research note, portfolio page, or thesis document, if useful Be explicit about the distinction between: • Companies directly generating revenue from the theme • Suppliers or infrastructure providers benefiting indirectly • Companies that mention the theme but have limited material exposure The requested financial criteria should also be prioritized. For example, specify whether thematic relevance matters more than profitability or valuation.

This offer does not include: • Personalized financial, fiduciary, or suitability advice • Buy, sell, hold, allocation, timing, or portfolio instructions • Price targets, return forecasts, or performance guarantees • Real-time signals, technical-analysis entries, or recurring monitoring • Full valuation models, portfolio construction, or complete due diligence • Non-public information or proprietary brokerage research • Raw Disfold or third-party licensed database exports • Unlimited revisions after the thesis or criteria change The result is a research shortlist for further investigation. Financial data may be delayed, incomplete, or revised, and buyers must independently verify it before making investment decisions. One correction round is included for objective errors reported within seven days. Material changes to the thesis, geography, filters, or exposure definition require a new request.