th3sis is open to its first hundred members

The platform is being built in the open. Founding members get everything it becomes, at a price that never moves, and can read the whole of it going up.

Founding member

Everything th3sis builds, at a price that never moves

$12USD/month

Month to month. Cancel any time.

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  • Everything in Gold, now and as it landsEvery tier, including features that do not exist yet. No upgrade to buy later.
  • This price, held for life$12 a month for as long as you stay subscribed, whatever the published price becomes.
  • The writing and the deep divesResearch pieces and company video deep dives, as they are published.
  • The build, in the openA development log of what is being built and why — and a direct line to say what you need.

Secure checkout by Stripe. th3sis never sees your card details.

From public launch

What th3sis will cost once it is finished. Founding members pay none of it.

  • Bronze

    Track what you hold, and why

    $10USD/month

    From public launch

    • Portfolio trackingEvery account in one place, priced daily, with the return split into price, currency and income.
    • The company pageShare price decomposed into the capital invested, the premium the existing franchise earns, and the future one.
    • Write a thesis, and track itYour own valuation, frozen as a version and measured against the filings as they land.

  • Silver

    The numbers underneath

    $30USD/month

    From public launch

    • Everything in Bronze
    • The company's financialsThe filed statements behind every figure th3sis shows, as th3sis reads them.
    • Economic dataInvested capital, NOPAT, ROIC and economic profit — the inputs a thesis is built on, computed and dated.

  • Gold

    And what everyone else assumes

    $70USD/month

    From public launch

    • Everything in Silver
    • Consensus on the inputsWhat other holders assume for ROIC, reinvestment, durability and the cost of capital — aggregated, never attributed.