---
schemaVersion: "1.0"
id: "guide:en:research"
type: "guide"
language: "en"
publishedAt: null
updatedAt: "2026-07-13T00:00:00.000Z"
canonicalUrl: "https://wickeddesk.com/en/guides/research"
markdownUrl: "https://wickeddesk.com/en/guides/research.md"
---

# Research and themes

From broad market thesis to concrete stock chains, risks, and follow-up questions.

**Topics:** Market research, Investment themes

## Outcome

A research dashboard with narrative map, candidates, and counter-theses.

Duration: 18 min

## Formulate the thesis

Begin with a clear thesis: bottleneck, capital flow, regime change, or demand wave.

## Break down the chain

Map beneficiaries, suppliers, infrastructure, risks, timelines, and counter-theses.

## Check tickers against reality

Keep only stocks whose chart, revenue base, liquidity, and group context fit the thesis.

## Set a review date

Research without follow-up gets stale quickly. Define when the thesis is wrong.

## Checklist

- Thesis clearly formulated
- Beneficiary chain built
- Tickers checked against chart and fundamentals
- Counter-theses and review date noted