What is the best way to form an investment thesis?
In the past few weeks, we have been thinking a lot about what is the best way to form an investment thesis. We think a good investment thesis has to tick the following boxes: right timing — ideally right before it turns into a trend, data-driven — backed with data, and actionable.
Then, we went and built Specter Trends. What does it do? Every month we highlight hundreds of search trends.
We categorize their status (break out, peak, etc.). And we showcase the best performing companies related to each top trend.
Top Monthly Trends
1. Diets and related products — no surprises here 😀
2. Pet Health, smart pet products and DIY pet diagnostics 🐈
3. Smart Cooking and D2C cooking brands 🍲
4. Second hand car marketplaces 🏎️
5. Assisted living 👴
If you want to see all 600+ trends, and related companies — Try Specter Trends.
