Monitors
Monitors help you track critical market shifts and thesis signposts. It's like having a team of capable analysts continuously scanning filings, transcripts, and news to surface developments that confirm or challenge your thesis.
This section outlines a few common ways clients use Monitors to stay on top of key developments:
- Monitor for Thesis Signposts
- Track specific KPIs
- Stay informed on company or industry events
These are not different kinds of monitor — every monitor uses the same setup, where you choose companies, topics, and how often to be notified. The guides below are just different ways to put one to work.
Generate a polished 90-Day Summary to see the key datapoints and narrative shifts your Monitor has surfaced over the past three months.
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Build a monitor around a specific investment thesis to capture key updates tied to the drivers that matter most.