A framework for separating assumptions from evidence in an investment thesis

Educational discussion, not personal finance advice. A useful way to improve an investment thesis is to label each sentence as fact, assumption, or unknown. Facts should be tied to a filing, a clearly identified data series, or another checkable source. Assumptions should include a timeframe and a reason: for example, what would make revenue growth or margins change. Unknowns should stay visible instead of being quietly converted into optimistic estimates. From there, I find it helpful to writ

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