thesis

I get your thesis about China building while America argues.

When he delivered his thesis on Six Flags, he opted against using any slides.

Raymond James analyst Simon Leopold said the announcement “does not help build investor confidence,” but he thought the issue was “largely timing related and not thesis altering.”

Starboard Chief Executive Jeff Smith is set to appear Tuesday at the 13D Monitor Active-Passive Investor Summit in New York City and is expected then to detail the firm’s thesis on Fluor, they said.

However, other investors haven’t let the headlines change their investing thesis.