Having a thesis helps you determine your entry and exit point. This is like a guide to keep you on track. Revisiting your initial thesis is important because sometimes the market changes and you need to re-adjust your initial plan. In the same token, when your thesis is no longer working, make sure to get out of that position. It no longer benefits you.
Alibaba Investment Thesis
J&J: Still a Good Investment Thesis - TheStreet
We call this the investment thesis. The investment thesis is no more or less than a definitive statement, based on a clear understanding of how money is made in your business, that outlines how adding this particular business to your portfolio will make your company more valuable. Many of the best acquirers write out their investment theses in black and white. Joe Trustey, managing partner of private equity and venture capital firm Summit Partners, describes the tool in one short sentence: "It tells me why I would want to own this business.
Adobe Investment Thesis
An investment thesis is a reasoned argument for a particular investment strategy, backed up by research and analysis. In the financial world, an analyst may prepare a formal document outlining an investment thesis for presentation to potential investors or an investment committee. An investment thesis can help individual investors evaluate investment ideas and select the ones that can best help them meet their investment goals.
The concept of investment thesis may have confounded many newbies in the investment arena. Venture capital is a type of financing that you, an investor, would provide to small businesses and startup companies that you believe will have a potential for long-term growth. Since the nature of VCs involves some noteworthy risk as well as huge amounts of funding, venture capital is often offered only by well-off investors. Financial institutions such as investment banks also provide it.