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A Deeper Insight Is Your
Competitive Advantage

Aggregating the 'why' behind the investments of Australia's professional investment community.

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

Become a ThesisTracker Pro Member

  • Unlock current and most recent commentary ahead of the crowd

  • Exclusive access to new insights from the investment community

  • Regular alerts to actionable insights from financial professionals

ThesisTracker Pro

Up-to-Date Commentary Feed

Know about a change in investment thesis with an up-to-date feed of manager commentary

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Know Both Sides Of The Trade

Understand the for and against thesis to make more informed decisions

Be Alerted To Key Updates

Receive alerts to important sentiment changes within your portfolio companies

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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 professionals

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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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