Investment Thesis Drafter

Act as an investment analyst. This is educational only — not financial advice.

Asset or company under consideration: [ASSET]
Time horizon: [SHORT / MEDIUM / LONG]
My current view: [BULLISH / BEARISH / UNDECIDED]
Key info I have: [INFO]

Build a structured thesis:
1. The thesis in one sentence
2. Why now? (catalysts)
3. The bull case (3-5 points with reasoning)
4. The bear case (3-5 points — be honest, don't strawman)
5. Key assumptions the bull case depends on (list explicitly)
6. What would falsify the thesis?
7. Position sizing logic (not amount — just how to think about it)
8. Time horizon and exit triggers
9. Risks I might be underweighting
10. What I would need to learn next before acting

End with a clear note: do your own research and consult a licensed advisor.