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thesis-one-pager
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Your view on one page in seven blocks: what it is, why now, what the market misses, what has to be true, what breaks it, valuation in two lines, and the next check.
Reach for it when
- You want your thinking on paper in a form you can hand to someone
- You want to re-read it in a year and know exactly what you believed
- Before committing to a longer write-up
- Needs first
- A thesis. Works from a conversation as well as from files.
- Leaves behind
- theses/<TICKER>/memo.md, 450 to 700 words.
- Takes about
- Twenty minutes.
- Will not
- Run to two pages. When it does, the thinking is not finished, and the length limit is a thinking tool rather than a formatting preference.