Submit a Thesis

Research type Required

Company thesisResearch focused primarily on one listed company. Thematic thesisResearch focused on an investment theme, industry development or structural trend.

Select a research type.

Company Required

If your company isn't listed, type its name and choose “Use this name”. THEROIC confirms it during review.

Choose a company, or use the name you typed.

Investment view Required

Bullish Bearish

Select whether the investment view is bullish or bearish.

Theme Required

Choose a theme, or suggest a new one.

Product type Required

Living thesis Static thesis

Select a product type.

Living thesis: maintained as the investment case evolves, first 12 months of updates included. Static thesis: one-off research, no ongoing updates.

Living thesis commitment

Living research stays current as the thesis evolves. You review it after company results where relevant, when a material development affects the investment case, and at least once every six months to confirm the thesis remains current.

An update does not require rewriting the original research — a concise note on what changed, what did not, and whether the case has strengthened, weakened or remained intact is enough. If a Living Thesis is not maintained, its Living status may be suspended until it is adequately updated.

Purchase price (USD) Required

The purchase includes the first 12 months of updates.

Enter a price.

Key related companies Optional

Add up to 5 listed companies that are particularly relevant to this thesis.

Investment view Optional

No directional view Bullish Bearish

Choose Bullish or Bearish only if the thesis expresses a clear directional view on the theme. Otherwise leave No directional view selected.

Research PDF Required

No file selected

PDF only · Max 50 MB

Attach the research PDF.

Excel model Optional

No file selected

XLSX only · Max 25 MB

Before publication, every submission is reviewed by the THEROIC Investment Committee for depth, coherence, valuation methodology or economic framework where relevant, risk identification and intellectual independence. Committee review is a quality threshold, not an endorsement of the research conclusions, a performance guarantee or investment advice.

By submitting this thesis, I confirm that I have the right to publish and distribute its content, that it does not contain confidential or restricted information, and that I am responsible for the content and materials I submit.

I confirm and agree.

Please confirm to submit.