At the moment, SAFE is mainly an intermediate-term (or longer) upside play on two theses.

Source: https://seekingalpha.com/article/4635700-safehold-the-rino-defaults-and-valuation?source=feed_all_articles

Gerry led her audience through a brief account of the reformation proper, starting with Martin Luther’s nailing of his 95 theses to the church door in Wittenburg in 1517.

Source: https://www.eveshamjournal.co.uk/news/23334296.evesham-man-second-person-burned-stake-1409/?ref=rss

In doing that it creates a space for collaboration and joint investment theses, a process that can build alignment and unity among family members.

Source: https://www.forbes.com/sites/francoisbotha/2023/07/30/future-focus-sustainable--impact-investing-considerations-for-family-offices/

Martin Luther himself never mentions hammering his work to the church - in fact, the only mention of this date involves Luther sending his theses to the local archbishop, which we can all agree is a much less dramatic tale.

Source: https://www.thelocal.de/20231028/living-in-germany-november-changes-the-thrills-of-german-and-a-lutheran-myth

“There’s a lot of working-class people on Vancouver Island and they’re tired of being punished for doing the right thing … All theses paycheque penalties punish hard work and that’s why people can’t get anywhere,” he said.

Source: https://www.albernivalleynews.com/news/conservative-leader-poilievre-promises-tough-on-crime-policies-during-island-visit/

We had staff lose their masters' and doctorate theses.

Source: https://www.fark.com/comments/12811170?utm_source=feed&utm_medium=comments&utm_campaign=fark

We highlight two main theses that help maintain interest in Nike and two risks that discourage more conservative financial market participants from adding it to their investment portfolio.

Source: https://seekingalpha.com/article/4643664-what-to-expect-from-nike-in-2024?source=feed_all_articles