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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.

Newsletter · By Thesis Rationale · English · GB · Official site

Indexed issues, last 90 days
11
Latest publication
Sep 24, 2026
Audience
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Earliest in this view
Jul 3, 2026

Latest issues

  1. Issue · Sep 24, 2026

    Everything You Need to Know About Meta Muse (opens the original)

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    <img alt="" class="sizing-normal" height="821" src="https://substackcdn.com/image/fetch/$s_!grUJ!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0dd986bf-4e37-472c-9282-bcdd2e24c65a_1796x1013.pn

  2. Issue · Sep 18, 2026

    Thesis Weekly 34-3 | The Fed Raised Rates for the First Time in Three Years. The Portfolio Moved the Same Day. (opens the original)

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    <img alt="" class="sizing-normal" height="807" src="https://substackcdn.com/image/fetch/$s_!fvuS!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7972a083-a681-453c-a430-2d462f3a0a0b_1791x9

  3. Issue · Sep 1, 2026

    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. (opens the original)

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    <img alt="" class="sizing-normal" height="806" src="https://substackcdn.com/image/fetch/$s_!8WpN!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7c663d0d-4ac7-4f56-bd5a-219537a7a7bb_1482x820.png"

  4. Issue · Aug 19, 2026

    Thesis Weekly_30-31 | The Market Hit a Record. The Bond Market Did Not Celebrate. (opens the original)

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    <img alt="" class="sizing-normal" height="812" src="https://substackcdn.com/image/fetch/$s_!pHFQ!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5bc12868-0dc2-4671-b3a3-c7e5a2db74ef_2160x1204.pn

  5. Issue · Aug 9, 2026

    Berkshire Hathaway Q1 2026 | Earnings Analysis (opens the original)

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    <img alt="Warren Buffett's Successor, Greg Abel, Just Ended Berkshire Hathaway's 14-Quarter Selling Streak. Is This the Screaming Buy Signal Investors Have Been Waiting For?" class="sizing-normal" height="800" src="https://substackcdn.com/image/fetch/$s_!wfga!,w_1456,c_l

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