A point of view worth returning to
Make the case. Keep the record.
Your investment thinking deserves a clear record. Keep a fixed memo version, share it for discussion and return to exactly what it said.
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A different perspective
The conversation moves forward. The record holds.
An investment memo gives a discussion a common reference. The version you circulated should remain the version people can return to.
Freeze a memo to keep a fixed report. Share it through an expiring link or download it as Markdown or PDF. Later changes to the company's deck leave that frozen version intact.
02 / A record worth keeping
Fix the version. Open the conversation.
Explore the perspective
A question to bring to your work.
The question / 01
This is the case as it stood.
Freeze the memo when it is ready to serve as a report. That version stays unchanged, with the evidence behind its citations kept.
The question / 02
Let's look at the same case.
Share the frozen memo with a link that expires in seven days. Creating a new sharing link replaces the previous one.
The question / 03
What did we believe at the time?
Download the report as Markdown or PDF. Come back to the frozen version even when later material changes the conversation.
Clear thinking deserves a lasting form.
Keep a version of the investment case that the next conversation can refer to.
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Start where
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Re-opening, exporting or sharing a memo you already have costs no research credits.
Explore all plans- Personal
- $100 a month. 60 research credits a month. One seat.
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- $500 a month. 360 pooled research credits a month. 5 seats included.
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Can a frozen memo change?
No. A frozen version stays fixed. It becomes a report you can share and download, and a later deck version does not rewrite it.
How do sharing links work?
A frozen memo can be shared with a link that expires in seven days. Creating a new link replaces the old one.
Which download formats are available?
A frozen memo can be downloaded as Markdown or PDF. Re-opening, exporting or sharing a memo you already have costs no research credits.