Agent library / Thesis & debate
Bull Case
Builds the strongest possible long thesis - with figures, not enthusiasm.
A real bull case is not a list of nice things; it's the specific, quantified reason this stock beats its alternatives. The Bull Case is bound by hard evidence rules: every argument must cite the desks' figures, quote the bear's best point, and answer it.
The tape, the filed numbers, the catalysts and the crowd - the complete evidence base.
Each round, it must quote the opposing case verbatim before countering it.
The user's chosen timeframe - a tactical bull case and a position bull case are different arguments.
It engages the bear's strongest point, not the weakest.
Multiple cited figures per paragraph - a hard rule, not a style preference.
Not just 'it goes up' - through what mechanism, on what timeline, to what level.
The best defensible long case, argument by argument, figure by figure.
Its answers to the bear, quoted and countered - visible in every report.
What the Research Director weighs when ruling on the debate.
- It does not ignore inconvenient evidence - hiding from the bear loses the debate.
- It does not size or time the trade; winning the argument is its whole job.
The more specialized a role is, the more clearly it has to know its boundary - overlap is where black-box answers come from.
See the Bull Case work on a real ticker
Its output appears as a named section in every report - with the rest of the desk arguing around it.
Educational research, not investment advice.