Ridire Research

Refining the Structure

How Accountability Will Work Going Forward

Dec 22 • Ridire Research

5

1

Owning the Interface = Owning the User

Whoever controls the touchpoint controls the relationship, and the cash flow.

Dec 3 • Ridire Research

6

3

Monthly Ridindex Update (November 2025)

Since Inception (05/06/2025) Performance: +10.3%

Dec 1 • Ridire Research

7

1

November 2025

Hard Power, Hard Cash

The Industrialization of Deterrence

Nov 3 • Ridire Research

7

Monthly Ridindex Update (October 2025)

Since Inception (05/06/2025) Performance: +9.1%

Nov 1 • Ridire Research

5

1

October 2025

Rare by Design 2

Where Margin, Moats, and Mispricing Collide

Oct 24 • Ridire Research

8

2

1

The Dollar’s Next Anchor

The Petrodollar Reimagined for the Computational Era

Oct 15 • Ridire Research

5

2

Sovereignty Over Storytelling

The U.S. is reshoring its chip base for security, not spectacle. One’s executing Washington’s mandate; the other’s priced for a comeback that hasn’t…

Oct 10 • Ridire Research

4

1

Monthly Ridindex Update (September 2025)

Since Inception (05/06/2025) Performance: +11.4%

Oct 2 • Ridire Research

4

September 2025

Own the Casino

Platforms That Earn the Rake

Sep 8 • Ridire Research

9

2

2

Monthly Ridindex Update (August 2025)

Since Inception (05/06/2025) Performance: +8.8%

Sep 2 • Ridire Research

2

August 2025

Backlog & Buybacks vs. Big Promises

An 8-name Software & IT services basket built to exploit quality-valuation gaps

Aug 8 • Ridire Research

5

1