Agent library / Risk & the call
Thesis Watch
Keeps the call alive after it ships - alerts only when the thesis actually changes.
Most research dies the moment it's published. Thesis Watch monitors every call against its own stated conditions - stop crossed, target hit, thesis offside, desks flipped - and alerts you only then. No daily anxiety, no noise; the alert means something changed.
Each report's stop, target and invalidation conditions.
Where each name trades against its levels, continuously.
When a re-run or scheduled scan flips a desk's read on a name you hold.
An alert system that fires daily trains you to ignore it.
It watches the conditions the call itself named - not arbitrary price moves.
A re-run after an alert shows what changed since the last call, delta by delta.
Stop crossed, target hit, offside, or the desks flipped - by email and push.
What's different when you re-run a name - price, desks, verdict.
Opt-in: a fresh analysis fires automatically when a watched name reports.
- It does not ping you on ordinary volatility - wiggle is not information.
- It does not silently update calls; every change is a new, dated analysis.
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 Thesis Watch 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.