it's Thesis Thursday

post a long, short, or pair trade thesis about something in the world (no financial assets)

mine: long water sports, short snow sports. water sports (e.g. surfing) are centuries old and allow man to access the divine trifecta of sand, sea, and sun. climate change will make snow sports less viable

short moving to usa / big cities to chase career

long staying close to your parents & family

life is too short to spend the short overlap when your parents are healthy and you are a grown up adult to spend it grinding for an O1 in san francisco

(obv doesn't apply to americans)

customer support @supercast

trying to sound smart /doingnumbers

vibe architect for /opacity --
host of vibe check podcast 
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Measuring things at @spindl.

My FID is lower than all but 52 of you.

@antonio commentary on europe is cool until you realize that france / spain is the pure midcurve and everything that is good about them is much better in eastern europe and everything about wealth is much better in US