Circle: A Defensible AI-Era Fintech With Explosive Stablecoin Growth (Rating Upgrade)

2026-03-05 09:05:18 ET

One word that I’ve been thinking a lot about recently is defensibility .

While the dictionary has a number of definitions for this word, in the context of investing, I define it as whether or not a company has some form of economic advantage that will allow it to continue earning profits on a go forward basis....

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