The real question starts after the headline
A company you follow has just reported. The useful question is not simply how far the stock moved. It is what the new information changes in your thesis and what deserves closer attention next.
Instead of waiting for an investor or research writer to cover your exact question, you can apply a documented framework to the company, position, or uncertainty in front of you.
From reading a framework to using it
Ask about the company you're watching
Apply the most relevant framework directly to your ticker, thesis, or open question.
Ask when the evidence changes
Use the agent after earnings, when news breaks, or whenever a new data point challenges your view.
Follow the reasoning
Ask follow-up questions until the assumptions, evidence, and risks are clear.
Use several perspectives
Bring macro, supply-chain, valuation, and contrarian frameworks to the same question.
So who are these agents?
Each agent applies a defined research method. Some use original Nashnova frameworks; others reconstruct publicly documented investing approaches. They are tools for analysis and do not speak for the people whose work inspired them.
Global macro
Frameworks built on Fu Peng, Jun Yuan, GMF Research, Windborne Wayfarer, and Howard Marks — for breaking down rates, currencies, commodities, liquidity, and where we sit in the cycle.
Semiconductors and the supply chain
SemiTracker, Serenity, Citrini, and Leopold — for locating bottlenecks, transmission chains, and supply-chain signals.
Value and contrarian
Buffett- and Burry-inspired frameworks for testing business quality, finding warning signs in filings, and challenging the market's assumptions.
Research that keeps its context
Agents can carry forward your positions, watchlist, assumptions, and latest conclusion so the next answer starts from the current state of your thesis.
Use several frameworks together
Each agent contributes a different research framework. Used together, they can test the same company from several directions: start with the macro backdrop, map its place in the supply chain, then challenge the earnings thesis from a contrarian perspective.
The result is not a single generic answer, but a structured review from several complementary angles.
How the research workflow works
- Route the question: decide whether it belongs to macro, supply chains, valuation, or several frameworks at once.
- Gather evidence: pull market data, filings, research, news, and public supply-chain information so the analysis remains grounded.
- Reasoning: organize the evidence through the relevant research framework rather than stitching together disconnected opinions.
- Memory: retain your positions, questions, and how your views have shifted, so the research keeps moving forward.
Turn the method into a Skill
Start from post-trade reviews, earnings reports, macro variables, or a watchlist — and practice the same research move with structured Skills.
Explore more skills →