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Entering 2026 - How to FIRE? (Financial Independence, Retire Early) - Why 2% Higher Returns Can Mean 70% More Wealth for Retirement
Most investors think financial freedom is about saving more or finding the next hot stock. In reality, it comes down to two numbers: CAGR and time.
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Visa (V): A Structural Compounder in Global Transaction Infrastructure
Global Transaction Infrastructure, Network Economics, and Long-Duration Compounding
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Thesis Portfolio Actions: Week 2_2026
Reassessing Business Quality Across Insurance, Infrastructure, and Enterprise Platforms
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Has SPY Really Gone Up, Or Has the Dollar Simply Gone Down in Last 30 Years?
Nominal Returns, Real Wealth, and Why the Unit of Measurement Matters More Than the Chart
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Thesis Portfolio Actions: Week 1_2026
Revisiting Business Quality Across Software and Infrastructure
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Top 10 of 2026 — Portfolio Set III: Asymmetric Opportunities
Mispriced Quality, Structured Upside, and Explicit Downside Control
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Top 10 of 2026 — Portfolio Set II: High Growth, Controlled Beta
A structured equity allocation balancing secular growth with volatility control.
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Thesis Rationale
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.
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