I'm Nicole Lapin, the only financial expert you don't need a dictionary to understand.

It's time for some money rehab.

If you've spent any time in the world of investing, you've probably heard the phrase investment

thesis thrown around a lot.

It sounds really fancy. But essentially an investment thesis is simply answering a few key questions.

What are you investing in? Why? What could go wrong? And how will you know if you're right?

These questions are essential because they're your gut check. They'll help you decide if you stay the course or if you need to switch up your strategy to actually hit your goals.

Today I'm going to be breaking down how the pros build investment thesis and how you can do it too.

I'll talk about what a real thesis looks like, the tools investors use to validate their ideas, how to stress test your own thinking,

and we'll look at three famous real world examples that have really paid off.

And last but certainly not least, I'll tell you how you can easily invest in your own thesis.

So be sure to listen till the very end to hear how you can get started today.

At its core, an investment thesis is a clear distillation of the

opportunities in the market. In my opinion, that is the easy part. Where it gets tricky is where

you also need to understand the risks that could break the thesis and why you should believe

there is room to grow. Let's take a simple idea like AI is the future.

Okay, maybe it is.

But that's not a thesis, that's a headline.

A thesis turns that idea into something actionable, something testable, something

like I believe enterprise AI adoption will accelerate over the next five years. That growth will drive higher

demand for GPUs benefiting chipmakers. I expect revenue to grow faster than the market currently

prices in and I'm willing to hold through volatility as long as the company continues to expand

...