thesis

INVESTOR PROFILE

Austin Lansing

@austinlansing

Investor background
Time horizon
Medium term
Style
ValueGrowth
Focus
EquitiesCommoditiesResources

On Thesis since August 2026

13Public theses
1Public calls
0Followers0Following

CORE VIEWS

Highlighted theses

Start with these views, then explore the thinking behind each one.

PERMANENT CALLS

Recent calls

The latest public calls, with active and resolved state shown exactly as recorded.

PUBLIC RECORD

On the record

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