FINRUNBOOK / ILLUSTRATIVE THESIS CHECK

Which assumptions still hold after earnings?

Start with a stated assumption. Compare it with new disclosures, retain contradictory evidence, and record what would change your view.

Retrospective illustration. These example assumptions were written after reviewing the saved Lululemon report. They are not a dated investor thesis, a historical prediction, a backtest or evidence of live monitoring. All financial evidence uses the report's September 4, 2026 cutoff.

Inputs: three illustrative assumptions and the existing report's SEC/issuer evidence. Output: a checkpoint for each assumption, linked evidence, unresolved questions and a next observation.

Loading the saved evidence…

Use your own starting thesis

Supply the assumptions you actually recorded, their original date, a company and the new evidence window. The reusable prompt asks the agent to preserve that starting point and distinguish support, contradiction and missing information.