01
AI infrastructure
Open-model economics and the infrastructure layer
A July 2026 research digest examined how falling token costs can expand AI usage while shifting value toward infrastructure, security and durable software platforms.
Ideas built for patient decisions.
Selected themes from the Stratinv research desk and the group’s operating experience. These summaries are general information, not investment recommendations.
02
Investment discipline
The anatomy of an enduring compounder
A quality-first framework centred on structural advantage, dependable free cash flow and management teams able to reinvest at attractive long-term returns.
03
Digital monetisation
Carrier billing as access infrastructure
A practical view of subscriptions, direct carrier billing, secondary billing and wallets as connected rails for widening digital access across markets.