How do you record what would disprove an investment thesis?

When researching a company, how do you turn a thesis into something you can evaluate later without rewriting the story? 'Strong management' or 'a large market' can be hard to test, while a single quarterly target may miss the bigger picture. Do you write down specific operating milestones, competitive changes or assumptions that would make you revisit the thesis? Interested in how people separate new evidence from ordinary price movement, not in stock recommendations. -Try419

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