From Thesis to Analyst Report in One Day
This week, I had a thesis on a publicly traded company that I wanted to think through and research. I fired up Claude (not Cowork) and started laying out my thinking. I included references to public filings with the SEC and past events in the industry in which this company operates. Claude was a great thinking partner; it helped me crystallize my thoughts. It was especially helpful in going out to the SEC website and digging through tons of filings to verify details that I knew were roughly accurate but that I wanted to be precise about.
After I was done sparring with Claude about the thesis on this company, I instructed it to act as if it were a seasoned analyst and create a report that summarized what we concluded with supporting facts and figures. The output was a 10-page report that was very impressive. I did have to read it and make Claude clarify and adjust several things, but it made the adjustments with no problem. I sent a copy of the report to a friend, and he was blown away.
Creating that kind of report would normally take several days. Between thinking, researching, and drafting the report, it’s a ton of work. I’d probably need someone to help me with it. But I was able to go from a hypothesis to a report with probability-weighted scenarios supported by facts in less than a day. This is helpful because I can quickly create something that helps me improve my thinking. Documenting my thinking and sharing it with others for feedback, and storing it for later reflection after the situation has played out, is easier than it’s ever been.
I don’t want AI to think for me, but it’s a great tool for accelerating my thinking and analyzing so I can reach the right conclusion faster. And it does a great job of organizing and presenting my thinking in a document incredibly quickly.
