Catalyst Monitor
Track the events that will prove your thesis right or wrong — before they happen.
Seat
ER/HF
Level
Analyst / Associate
Runtime
~20 min
Output
Catalyst calendar + monitoring plan with triggers
What this helps you accomplish
Turn a thesis into a monitoring plan: dated catalysts, the data that leads each one, thresholds that trigger action, and a cadence for re-checking. The difference between having a view and running a position.
Delegate · Verify · Decide
The core L3VLUP principle: AI output is never automatically correct. Know what to hand off, what to check, and what only you can own.
Delegate
AI is good enough to do this.
- • Compiling dated events from IR calendars and filings
- • Tracking indicator updates on cadence
- • Flagging when a monitored metric crosses a threshold
Verify
AI accelerates you here, but a professional checks the work.
- • Event dates from primary sources — conference dates move
- • Threshold breaches are real, not data glitches
Decide
Judgment the human owns. This is the skill.
- • The thresholds themselves and the action at each
- • Whether a missed catalyst wounds or kills the thesis
- • When monitoring says exit — and honouring it
Inputs required
- The thesis and position (or pitch)
- Time horizon
- Kill criteria if already defined
The workflow
- 1
List the catalysts
Earnings, product events, regulatory dates, competitor prints, macro releases — everything dated that touches the thesis.
- 2
Map leading indicators
What data leaks ahead of each catalyst? Channel checks, web data, peer results, pre-announcements.
- 3
Set the triggers
For each catalyst: what outcome confirms, what kills, and what you’ll DO in each case. Decide now, not in the moment.
- 4
Build the calendar
Dated list with owner, source and check cadence.
- 5
Schedule the reviews
A thesis unreviewed for a quarter is a stale thesis. Fix the cadence.
Run this skill
Any listed company, anywhere. Ticker or name.
Quality checklist
The output isn’t done until every box ticks.
- Every catalyst has date, trigger and pre-decided action
- Kill criteria embedded, not separate
- Next review date exists