Investment thesis research

by a searcher

4 years ago

Hello,

I'm working on coming up with investment thesis but I feel like I'm spinning my wheels. I'm taking a top-down approach, using IBIS, pitchbook, public into, and I have the financial criteria (growing industry, low capex, etc) but I haven't come up with a single hypotgesis in 1 week. Am I overthinking it?

What's your approach to developing an investment thesis?
How long does it take you to come up with one?
What resources do you use to test it?

Thanks!

3 likes
408 views
6 comments

searcher from Bryant University

following

8 months ago | like reply | 0 likes

searcher from University of Virginia

good point and following

11 months ago | like reply | 0 likes

More on Searchfunder

Just Closed on My First Deal! Reflections and Takeaways for other Searchers

45,152 transactions are available on Searchfunder (now searchable by keyword)

Now everyone has unlimited IBISWorld access

Family office looking for traditional searchers

Investor seeking Self-Funded Search Deals

2 Best Ways To Find Motivated Sellers, Off-Market Deals

Downsides of "buying a job" below 750k+ EBITDA?

6-7x for a Self-funded Search Deal?

Searchfunder is an online community and toolkit for searchfunds. Over 80% of those involved in searchfunds maintain a Searchfunder.com account to help them network, problem solve challenges, and keep up with the industry.

We maintain partnerships with database providers that make searching more effective, efficient and affordable along with features that help searchers find deals and investors and vice versa.