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A good investment thesis

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The retail industry has been going through a shakeup over the past few years. As e-commerce reshaped the landscape in what has been dubbed the "retail apocalypse," dozens of chains have either filed for bankruptcy or closed a significant fraction of their stores. The carnage in the consumer-facing portion of the sector has naturally impacted the shopping centers and malls that count retailers as their chief customers. However, Macerich is in a different position from most other mall operators.
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Template for Creating a VC Investment Thesis

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Building an Investment Thesis | Street Of Walls

How do you go about creating one? His most helpful responses, however, came in the form of examples. But first, here is another interpretation of what an investment thesis is and how to create one -- straight from my 10th grade English class. Jones' thesis I'll never forget the way Ms. Jones I've used a different name for privacy taught me to develop a thesis in the first paragraph of an essay. She described it as the bottom tip of an upside-down triangle. Then narrow your writing until it hits a specific point -- one powerful sentence that tells your reader the central idea your communicating.
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How Macerich Makes a Good Investment Thesis for Malls

The VC world is murky. The innards rarely see light. I just had an advisory call with some chaps setting up a fund and they asked about fund structuring not the first time.
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Every spring, some high school seniors and their parents are anxious about college admission decision letter. Those students want to know where they will be for college. They are trying to find jobs.
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