Two questions stay separate.
One rating addresses the thesis. The other addresses current conditions.
The Methodology
How LightHouse
reads the market.
Every issue answers two questions about every asset. Is the long-term thesis still intact? And what do current conditions mean for accumulation intensity? Two ratings. One framework. Applied the same way every Sunday.
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Question 01
The Thesis
Conviction Rating
Summarizes whether the available evidence still supports the long-term case.
Asks: does the evidence still support the long-term case?
Question 02
The Conditions
Accumulation Rating
Summarizes how the current environment affects accumulation intensity without changing the underlying thesis.
Asks: how strong are current accumulation conditions?
Conviction · In Context
A rating with a memory.
LightHouse does not reset the story each week. Every conclusion begins with the prior record, then documents whether the evidence strengthened, weakened, or held.
01
Same Research Structure
Every asset is reviewed through the same disciplined weekly process.
02
Prior Conclusions Stay
The previous rating remains part of the record instead of disappearing with a new headline.
03
Meaningful Changes Are Explained
When the rating moves, members can see what changed and why it mattered.
What the rating means
Intact
The long-term thesis remains supported by the evidence.
Watch
The thesis is under pressure and requires closer monitoring.
Broken
The evidence no longer supports the original thesis.
Accumulation · In Context
Current conditions,
one clear rating.
The accumulation rating is a separate read of the current environment. It gives members a consistent way to understand intensity without replacing the long-term thesis.
What readers can rely on
01
Separate Questions
The long-term case and the current accumulation environment are evaluated independently.
02
Same Weekly Standard
The same documented research process is applied across all 40 assets every Sunday.
03
Documented Changes
When a rating moves, the report explains what changed and preserves the prior conclusion.
What the rating means
Aggressive
The framework's strongest accumulation condition.
Standard
Conditions support the regular accumulation schedule.
Light
The framework indicates reduced accumulation intensity.
Pause
The framework does not currently support new accumulation.
A record, not a reset
Members can follow the current rating, the prior conclusion, and the reason behind meaningful changes. The archive makes the process inspectable over time.
The Standard
Consistency before conclusions.
Ratings come from a documented research process applied the same way every Sunday. Prior conclusions remain visible, and material changes are explained.
The framework, applied
One disciplined read,
every Sunday.
A framework only matters when it is applied consistently. Every Sunday, LightHouse evaluates the same 40 assets using the same research process, then turns the work into one clean report.
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