About
Conviction Thesis.
An independent research imprint publishing future-state theses and the Ownership Blueprints that follow from them.
What it is
Conviction Thesis is a research imprint. Each issue argues a single, high-conviction view of a plausible future state, tests the assumptions required for it to emerge, and concludes with a selective set of assets positioned to own it.
It is published irregularly and in depth. The unit of work is the thesis, not the newsletter: a small number of long-form, evidence-led arguments rather than continuous commentary.
Why it exists
Most research begins with an asset and reasons forward to a recommendation. Conviction Thesis inverts that order — it begins with the future and reasons back to the assets — because the most durable opportunities are often visible in the structure of a change before they are visible in a price.
The aim is not to be first with a headline. It is to be right about where value will accrue when a change plays out, and specific about who owns the bottlenecks if it does.
The author
Written independently.
Conviction Thesis is written by Periklis Vasileiadis, who works at the intersection of high-growth founders, investors and the European innovation ecosystem.
The imprint is a personal, independent project. It reflects the author's own views and is separate from — and not endorsed by — any employer or affiliated organisation. Its conclusions are reached independently of any commercial relationship.
Independence
No sponsored coverage.
No asset, company or party pays to be covered, and no coverage is influenced by a commercial arrangement. When a thesis disagrees with consensus, it says so and shows its reasoning.
Every claim is meant to be traceable to evidence, and every thesis carries the conditions that would prove it wrong. The standards each thesis is held to are set out in the methodology.
Disclosures
Conviction Thesis is research and commentary for information purposes only. It is not investment advice, an offer, or a solicitation to buy or sell any security or asset, and it does not take account of any individual's circumstances.
The author and associated parties may hold, or may take, positions in assets discussed. Every named asset is a diligence candidate requiring independent judgment; nothing here is a recommendation to transact.
Figures are drawn from cited sources and company disclosures and may be approximate, contingent or time-sensitive; they should be re-verified against primary sources before any decision. Past performance is not indicative of future results.
Privacy
This site is a static publication. It does not run advertising trackers or sell personal data.
A subscription option is not open yet. When it is, an email address provided to subscribe will be used only to send issues of Conviction Thesis and can be unsubscribed at any time.