How to create an investment thesis

and why I'm moving to Poland.

I’m applying for my Polish citizenship.

One tab open with government forms.
Another tab open with a marble-floored penthouse overlooking Śródmieście.
21 million Zloty. $8M aud.

It made me wonder…
How’s that portfolio going?

That may or may not have been ideated after these 6 vodka shots…

A case study on how I built an investment thesis.
This is General Education & Advice.

Just over a year ago, while on holidays, looking through real estate windows like every parent on holiday does.
“These are assets I would live in. We should buy one for retirement.”
They felt like Surry Hills. But European.

Something clicked, and I knew Poland was becoming interesting.
You might have seen the viral politician clips.

Markets reward countries that know who they are and where they’re going.
Poland knows what it is and tech capital loves that.

Poland had defined its direction.
Domestic wealth was forming.

So instead of buying a retirement home…
I flirted.
Poland became a new satellite thesis.

Step 1.
I bought the index.

Because if Poland wins, this index would capture the machine.

Broad exposure to:

• Banks

• Industrial exporters

• Consumer growth

• Energy transition

• Domestic earnings

If tech expands, nearshoring accelerates and capital concentrates.
Earnings show up, money flows through companies and banks benefit.

Simple.

Deep down, I still wanted real estate.
So, instead of browsing Sotheby’s listings…

I bought the people building Poland, not staging it.

One of Poland’s largest residential developers, active since 1996 and listed on the Warsaw Stock Exchange.

Developers tell you:

• Where demand actually is
• What price points are moving
• What margins look like
• How supply pipelines are structured

That’s how you read a property cycle.

Then I asked a better question.
If Poland scales Tech, Cybersecurity and AI…
Who actually wins?

The infrastructure underneath.

• Electricity
• Transmission infrastructure
• Cooling systems
• Grid upgrades

AI = exponential electricity demand.

Poland historically relied heavily on coal.
Now it’s transitioning.
Who was leading that transition?

Energy giant expanding beyond oil into renewables + infrastructure

Major utility

Power generation & distribution

Utility exposure

But something was missing…

Data Centres.
Warsaw and Kraków are expanding.

Direct Polish data centre or Commercial REIT’s?
Couldn’t find one as the global ETF’s didn’t capture Poland.

What feeds data centres?
Copper.

Poland owns one of the world’s largest copper producers:

If AI accelerates globally, Copper doesn’t sit still?

This is how a thesis gets built.
Poland might be where I retire (I’m not moving yet).

But the portfolio?
That’s already working.

This table does not reflect currency returns and taxes.

Want to build a portfolio that has:

• A steady core
• Intelligent satellites
• A clear tax strategy
• A thesis you actually understand

You’ll love the event I’m hosting.
I’ll break down exactly how we think about structure, risk and allocation.

RSVP here.

1-on-1 sessions available if you’d like an investment strategy specifically built for you.