|EQUITY RESEARCH

Investment thesis

Where your view differs from consensus: the evidence for and against, the bull and bear case, the catalysts, and the kill criteria.

Run it

“Thesis on Uber”

Try now in Claude

Try now in ChatGPT

Copy and open Copilot

No Bigdata.com yet? The chat helps you add it. To add it first, with a free account: Claude, ChatGPT or Copilot Cowork.

Or ask in plain words. The skill starts when your request matches it.

Run it

“Thesis on Uber”

Try now in Claude

Try now in ChatGPT

Copy and open Copilot

No Bigdata.com yet? The chat helps you add it. To add it first, with a free account: Claude, ChatGPT or Copilot Cowork.

Or ask in plain words. The skill starts when your request matches it.

Overview

Short answer

Investment thesis is an equity research skill by Bigdata.com. Where your view differs from consensus: the evidence for and against, the bull and bear case, the catalysts, and the kill criteria. You give it a company name or ticker. You get a cited thesis with a loss case and dated kill criteria.

You give

Company name or ticker · Optional: your idea to stress-test

You get

A cited thesis with a loss case and dated kill criteria.

Each note is grounded in Bigdata.com content: news, filings, earnings call transcripts and market data, with citations you can open.

01What the price implies and what consensus expects
02The loss case, read first
03Evidence for and against each driver
04Bull and bear case
05Kill criteria, with the date they were written

Try asking

Prompt 01

“Thesis on Uber”

Open in Claude Open in ChatGPT

Prompt 02

“Stress-test my long case on TSMC”

Open in Claude Open in ChatGPT

Prompt 03

“What is the market missing on Nestlé?”

Open in Claude Open in ChatGPT

Open a prompt in Claude or ChatGPT, or copy it. Change the company or the quarter to your own. If Bigdata.com is not connected yet, the assistant helps you add it first.

Related skills

Equity research

Deep dive

Full company research: the economics, the moat, earnings quality, capital allocation, what the price implies, a valuation range, the risks, and the catalysts.

Explore

Valuation

What a company is worth: the growth, margin and return the price implies, a DCF with the equity bridge checked, three cases with probabilities, and a multiples cross-check.

Explore

Risk and quality

Risk

The downside of a company: which value drivers could break and what each costs, the balance sheet under stress, the risks ranked, and the kill criteria.

Explore

Install once, in the tool you use

One install adds every skill and the connection to Bigdata.com. Sign in with your Bigdata.com account; new accounts start with free credits.

Claude

Open the Bigdata.com plugin in the Claude directory (Customize → Plugins → Browse → Partners) and click Install. Sign in with your Bigdata.com account when asked. On Team and Enterprise plans, an admin adds the Bigdata.com connector first.

Open the plugin in Claude

ChatGPT

Go to Settings → Apps, click Add more, choose Bigdata.com and click Connect to sign in with your Bigdata.com account. The skills come with the app. On Business and Enterprise workspaces, an admin enables the app first.

Open in ChatGPT

Copilot Cowork

Open Customize in Microsoft 365 Copilot Cowork, search for Bigdata and click Install. Sign in with your Bigdata.com account when asked.

Open in Copilot Cowork

Claude Code

Create an API key on the Bigdata.com Developer Platform and add the Bigdata.com MCP server with it. Then run /plugins in Claude Code and install the Bigdata plugin from the official marketplace.

claude mcp add --transport http bigdata_com https://mcp.bigdata.com/ --header "x-api-key: YOUR_API_KEY"

Read the Claude Code guide

Skills produce research and analysis, not investment advice. Check every number before you act on it.