u/RightByDefinition

I've realised over the last few weeks that I consume far more company information than I actually act on.

Announcements, presentations, interviews, podcasts... there's always something new.

But very little of it actually changes whether I buy, hold or sell.

It got me thinking:

What actually changes your investment thesis?

For me it's usually one of these:

- A change in guidance

- Balance sheet / funding

- Management credibility

- Capital allocation

- Something that changes the long-term story

Price movement on its own rarely does.

Curious what everyone else has found over time.

Following on from my post last week about how people keep up with ASX announcements, one thing that surprised me was how many different systems everyone has.

Some people read everything.

Some only read price-sensitive announcements.

Some rely on AI.

Some just skim the important bits.

It got me wondering whether anyone has actually found a tool that's become part of their investing routine.

I'm not really looking for recommendations as much as experiences.

- What have you tried?

- What did it do well?

- What was missing?

- Or have you just ended up creating your own workflow instead?

Personally, I still find myself jumping between the ASX announcements page, company websites, presentations and HotCopper depending on what I'm trying to work out. It works, but it feels pretty clunky.

Curious to hear how everyone else approaches it.

If you follow around 15–20 ASX small caps...

Between announcements, quarterly reports, presentations, interviews and company updates, there can easily be 50+ pieces of communication every week (especially during reporting season).

How do you actually keep up?

• Read every announcement?
• Only read market-sensitive news?
• Rely on HotCopper summaries?
• Wait for someone else to explain it?

I have a feeling a lot of investors miss important information—not because they don't care, but because there simply isn't enough time to read everything.

Curious how everyone here manages information overload.