We love and appreciate your content. Let’s connect — really enjoyed your perspective on GCT, it resonates with how we approach research. At Thesis Rationale, we use a thesis-driven framework that categorizes companies into compounders, structural blue chips, and growth leaders — a way to focus on durability over noise. Would love to exchange more thoughts.
We love and appreciate your content. Let’s connect — really enjoyed your perspective on GCT, it resonates with how we approach research. At Thesis Rationale, we use a thesis-driven framework that categorizes companies into compounders, structural blue chips, and growth leaders — a way to focus on durability over noise. Would love to exchange more thoughts.
https://open.substack.com/pub/thesisrationale/p/annual-investment-review-20242025?r=48cf8j&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false