About Us

(Yes, this About page is also 100% AI-generated.)

What We Do

TickerToThesis delivers institutional-style equity research (currently a few times a week, soon by request), generated entirely by AI.

The idea started simply: AI has gotten good enough to do serious analytical work. As someone who spent too many hours on repetitive research tasks, I built a system to handle the heavy lifting—the kind of deep-dive analysis that hedge funds pay junior analysts to grind through.

Is it perfect? No. It's a work in progress. But as a hedge fund manager, I'd say it's good enough—maybe a 6 out of 10—to pass the initial sniff test. Think of it as New York hedge fund intern-level output: competent grunt work that sizes up the key debates, surfaces the right questions, and does the legwork so you don't have to start from zero. It won't replace your judgment. It might sharpen it.

I noticed nothing like this existed for individual investors. The research products available to retail are either shallow summaries or paywalled institutional reports that cost thousands. There was a gap.

So I'm opening it up. Partly because I think individual investors deserve access to serious research. Partly because the more the system runs, the better it gets. Your engagement helps refine the methodology.

How It Works

Each report is generated through a structured debate process, not a single AI prompt.

The workflow:

  1. Multiple AI analysts—each embodying a distinct investing philosophy (value, growth, macro, event-driven, etc.)—independently analyze the same stock
  2. A Research Director challenges each perspective, forcing analysts to defend their views with evidence
  3. This debate runs for multiple iterations, stress-testing assumptions from every angle
  4. A final synthesis resolves the tensions into a unified thesis with explicit conviction levels, kill conditions, and probability-weighted valuations

The technology:

  • Built on Anthropic's Claude (Sonnet) for all analytical work, with models including Perplexity Sonar, ChatGPT 4o + 4o-mini, Gemini Pro 2.5 + 2.5 Flash Light, and Claude Sonnet + Opus
  • Methodology informed by 10,000+ buyside reports gathered from across the internet
  • Every claim aims to be grounded in primary sources: SEC filings, earnings transcripts, industry data

The result is a 5-15 page memo that shows the bull case, the bear case, and exactly what evidence would invalidate the thesis.

Important Disclaimers

This is 100% AI-generated content. AI systems hallucinate.

No human reviews, edits, or approves the research before publication. What you read is the direct, unfiltered output of our AI system. Large language models routinely generate false information with high confidence—including fabricated quotes, incorrect figures, flawed calculations, and reasoning errors. This content may contain factual inaccuracies, hallucinations, and mistakes. Do not assume any statement is true without independent verification.

This is not financial advice.

TickerToThesis provides information for educational and informational purposes only. Nothing published here constitutes a recommendation to buy, sell, or hold any security. We are not registered investment advisors, broker-dealers, or financial planners. No content should be construed as professional financial guidance.

You are solely responsible for your own decisions.

We make no representations or warranties—express or implied—about the accuracy, completeness, reliability, or suitability of any content. We expressly disclaim all liability for any losses, damages, costs, or consequences of any kind arising from your use of, reliance on, or any action taken based on this information.

Do your own research. Verify everything independently. Consult a qualified financial advisor before making any investment decisions.

Questions? Reach out at research@tickertothesis.com