Tagged "thesis"
3 articles on this topic.
When the Thesis Actually Breaks, and How to Tell
I have exited one position permanently in eight years. Working out that it was a broken thesis rather than a bad month took an uncomfortable amount of honesty.
September 9, 2026, 3 minOn Holding Something You No Longer Believe In
There is a state between conviction and exit where a position persists because leaving requires a decision. It is worth naming.
July 28, 2026, 2 minHolding Through a Narrative Collapse
The story explaining why an asset matters can fail while the asset continues working. Separating the two is most of the job.
July 11, 2026, 2 min