SIC S16 AI+ESG Investing: Spotting Greenwashing in a Company Thesis
For SIC S16 participants working under the AI+ESG Investing theme, an ESG claim is only as strong as its evidence. This guide gives a four-test diagnostic — materiality,…
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§ TAG ARCHIVE · EDITORIAL DESK
Posts tagged #Investment Thesis
6 dispatches from the SIC Editorial Desk .
SIC AI+ESG Thesis: How to Use AI as a Verifiable Screening Tool
Move beyond decorative AI mentions in your SIC report. Learn how to use AI/NLP tools to screen ESG data, verify signals against primary sources, and build a falsifiable…
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Capital Allocation: What a Company Does With Its Cash, and Why It Belongs in Your SIC Thesis (2026)
Capex, acquisitions, dividends, buybacks or debt repayment: what management does with cash is checkable evidence, and it belongs inside your SIC thesis, not a vague line.
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How to Analyse a Company's Economic Moat for Your SIC Thesis (2026)
A student framework for testing whether a company has a real economic moat: five moat types, the evidence that proves or breaks each one, and how to write…
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Top-Down Sector Research for SIC: From the Economy to a Single Company (2026)
Before you value a company or read a 10-K, you need a sector view. Walk the top-down research funnel for SIC — macro to sector to company —…
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Common SIC Mistakes That Cost Teams the Final (2026)
The four recurring mistakes that quietly sink SIC entries — over-diversification, no thesis, valuation hand-waving, ignored risk — mapped to the official four-axis rubric, with fixes you can…
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