Building an Investment Thesis: A Web Source Map You Can Search
An investment thesis is a set of claims about markets, margins, regulation, and management. The web is where half those claims are “sourced”—until the page changes.
Source map pattern
- Thesis bullet → one or more clipped pages that support it
- Folder per name or theme
- Search across clips when updating the model
Why screenshots matter
Equity debates often hinge on “they used to say X on the site.” A capture ends the argument.
PageStash
Full capture + full-text search + knowledge graphs match retrieval-first investing workflows.
