Free Lesson
From Thesis to First Check in One Hour
60 min
Aug 26, 2026 12:00 PM
What you'll learn
What an investment thesis actually is
A testable belief about where outliers come from, held firmly and updated when the evidence changes.
The MUST framework, applied live
MUST is my framework for turning a hunch into a working investment thesis. Learn it, then apply it to a real company.
Write your own one-line thesis
Leave with a single sentence you can say, defend, and revise on the way to your first check
Why this topic matters
Most people invest on instinct and hope it holds up. A thesis replaces hope with a belief you can test: where the next outliers come from, and why. In this free session we'll build one live using MUST, my framework for prototyping an investment thesis, on a real company you'll recognize. You'll leave with a one-line thesis, a way to test it against evidence, and a clearer path to your first check.
You'll learn from
Teaching & Professional Affiliations
