it is THESIS THURSDAY.

we did this last spring, we will resume it again now, cuz why not. it is pretty simple, you post a long and/or short thesis on something that is *not* a financial asset (regardless of liquidity, so you also can't like, long a startup for example). so it should be like, a trend or concept or something. ideally you add some reasoning to your thesis and it is sufficiently contrarian that there is still "upside". 

post it in /six

short restaurants

i think we've reached peak restaurant spending and over the next decade we'll see *more* people cooking at home (+ private chefs). instead of socializing at restaurants, we'll see a return to taking "the art of hosting" seriously

I don't know about this one. Restaurants feel like one of the only places one goes to get out as you get older.

And people need to get out.

I agree, but that doesn’t mean that the yellow line needs to be higher than the other

new project @acidtest — coming soon 👤