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A Deeper Insight Is Your

Competitive Advantage

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"Know what you own, and know why you own it." - Peter Lynch

Thesis Tracker aggregates the 'why' behind the high conviction investments of Australia's professional investment management community.

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“The correctness of a decision can’t be judged from the outcome. Nevertheless, that's how people assess it. A good decision is one that’s optimal at the time it’s made, when the future is by definition unknown. Thus, correct decisions are often unsuccessful, and vice versa.”

- Howard Marks

Why Use Thesis Tracker?

Understand the qualitative rational that drive quantitative investment outcomes to add conviction your to long-term investments decisions

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Insight

Understand the investment thesis behind the investment decisions of profressionals

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Confidence

Distinguish movements in price with movements in value to capitalize on volatility

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Discovery

Uncover new ideas and catalysts for value creation by reviewing professional investment decisions

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Thesis-Tracker.com aggregates insights from financial services professionals exclusively for informational and educational purposes. Thesis-Tracker.com does not publish proprietary opinions nor does Thesis-Tracker.com enter into commercial arrangements with any of the featured financial services professionals. Before making a decision please consider these and any relevant Product Disclosure Statement. Any advice on this site is general in nature and does not take into consideration your objectives, financial situation or needs.

Thesis Tracker. 2025.

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