Scheduled, event, and threshold reviews of the case.
| Concept | Explanation | |---|---| | Scheduled review | Regular portfolio reassessment. | | Event review | Triggered by earnings, policy, unlock, or material news. | | Threshold review | Triggered by price, allocation, or risk limits. | | Thesis intact | Evidence remains consistent with the original case. | | Thesis weakened | Expected return falls or risk rises. | | Thesis invalidated | Core assumptions no longer hold. |