Thesis Rationale
Thesis-Driven Investment Research for Serious Investors. We deliver a structured framework of transparent portfolios, rigorous due diligence, and disciplined compounding to help readers achieve long-term financial freedom.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 128 | Founded | a year ago | Last Issue | 7 days ago |
| Active | |||||
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thesisrationale.substack.comLatest Issues
Thesis Weekly_Week 32-33 | The 30-Year at a 19-Year High. NVIDIA at a 19-Quarter High. Walmart at a 4-Year Low.
The bifurcation is no longer a prediction. It is a simultaneous earnings result.
If you haven’t explored our previous research, you may revisit some of our earlier due diligence reports and thematic notes below. Each piece reflects the sam...
Thesis Weekly_30-31 | The Market Hit a Record. The Bond Market Did Not Celebrate.
When gold and equities rise together, someone is hedging something the other is ignoring.
If you haven’t explored our previous research, you may revisit some of our earlier due diligence reports and thematic notes below. Each piece reflect...
Berkshire Hathaway Q1 2026 | Earnings Analysis
On January 1, 2026, Greg Abel officially took over from Warren Buffett. Five months later, he handed in his first quarterly report.
Q1 2026 operating earnings came in at $11.35 billion, up roughly 18% from $9.64 billion in the same period...
Thesis Weekly_Week 29 | A $45 Billion Fund in Four Hours. The Right Trade at the Wrong Size.
Leopold was correct about AI infrastructure. The leverage decided the outcome.
If you haven’t explored our previous research, you may revisit some of our earlier due diligence reports and thematic notes below. Each piece reflects the same...
Thesis Weekly_Week 27-28 | Banks at Record Highs. Chips in Freefall. Oil Back at $100.
Three markets. Three contradictory signals. One structural rotation underneath all of them.
If you haven’t explored our previous research, you may revisit some of our earlier due diligence reports and thematic notes below. Each piece refle...
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Structured, thesis-driven research to compound capital and deliver long-term outperformance over benchmarks.
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