thesis-engine/stocks.yaml.example at main · Srikanth-AD/thesis-engine · GitHub

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
# ──────────────────────────────────────────────────────────────
# stocks.yaml — Your portfolio configuration
# ──────────────────────────────────────────────────────────────
#
# This is the ONLY file you need to edit. It defines:
#   - Your investment goals and risk profile
#   - Which stocks you own (with thesis and cost basis)
#   - Which stocks you're watching (lighter monitoring)
#
# Copy this file to stocks.yaml and customize it:
#   cp stocks.yaml.example stocks.yaml
#
# Tips:
#   - Keep your thesis short but specific (what must stay true?)
#   - List thesis_risks honestly (what would make you sell?)
#   - Update purchases when you buy more (DCA tracking)
#   - Move stocks to watchlist when you sell but want to monitor
# ──────────────────────────────────────────────────────────────

meta:
  investor_goal: "Long-term growth with a focus on AI and technology transformation. 5-10 year horizon."
  risk_profile: "Moderate — willing to hold through volatility but not willing to ignore fundamental deterioration."

portfolio:
  - ticker: AAPL
    name: Apple Inc.
    sector: technology
    role: core-holding
    target_multiple: 30
    thesis: >
      Dominant ecosystem with 2B+ active devices. Services revenue growing 15%+ YoY
      with 70%+ margins. AI integration across hardware creates switching cost moat.
      Capital return program ($90B+ annual buybacks) provides downside support.
    thesis_risks:
      - China revenue exposure (~20% of sales) amid geopolitical tension
      - Antitrust regulation forcing App Store fee reductions
      - iPhone upgrade cycle slowdown
    purchases:
      - date: "2025-01-15"
        dollars: 5000
        price_per_share: 230.00
      - date: "2025-06-01"
        dollars: 3000
        price_per_share: 210.00
    earnings_date: "2026-04-24"
    watch_events:
      - WWDC AI announcements
      - China regulatory changes
      - App Store antitrust rulings

  - ticker: NVDA
    name: NVIDIA Corporation
    sector: semiconductor
    role: growth-conviction
    target_multiple: 40
    thesis: >
      Dominant AI accelerator platform with 80%+ data center GPU market share.
      CUDA software moat makes switching costly. Data center revenue doubling YoY.
      Positioned to capture AI infrastructure buildout for next 5+ years.
    thesis_risks:
      - Customer concentration (hyperscalers could design custom chips)
      - Export controls limiting China sales
      - AMD/Intel competitive response in AI accelerators
      - Valuation premium requires sustained hypergrowth
    purchases:
      - date: "2025-03-01"
        dollars: 4000
        price_per_share: 800.00
      - date: "2025-09-15"
        dollars: 2000
        price_per_share: 950.00
    earnings_date: "2026-05-21"
    watch_events:
      - Data center GPU market share reports
      - Hyperscaler capex guidance
      - US-China export control updates

  - ticker: MSFT
    name: Microsoft Corporation
    sector: technology
    role: core-holding
    target_multiple: 32
    thesis: >
      Azure cloud growing 30%+ with AI services (OpenAI partnership) as key
      differentiator. Office 365 + Copilot driving enterprise AI adoption.
      Diversified revenue streams provide stability. Strong free cash flow generation.
    thesis_risks:
      - OpenAI partnership economics and governance risks
      - Cloud growth deceleration as market matures
      - Antitrust scrutiny on Activision and AI market power
    purchases:
      - date: "2025-02-01"
        dollars: 6000
        price_per_share: 410.00
      - date: "2025-07-10"
        dollars: 2000
        price_per_share: 440.00
    earnings_date: "2026-04-22"
    watch_events:
      - Azure growth rate quarterly
      - Copilot enterprise adoption metrics
      - OpenAI partnership developments

watchlist:
  - ticker: AMZN
    name: Amazon.com Inc.
    sector: technology
    reason: "AWS growth reacceleration + advertising business scaling. Watching for margin expansion."

  - ticker: GOOGL
    name: Alphabet Inc.
    sector: technology
    reason: "AI search transition risk vs. cloud + Waymo optionality. Waiting for clarity on Search moat."