My overall investment thesis is that nearly any investment asset is better than the inflationary asset of cash, as all investment assets are measured in cash (USD). Cash inherently loses purchasing power due to inflation, so any asset measured in cash (all of them) will increase over time when denominated in cash. As such, nearly any investment asset is better to hold than cash.
My stock investment thesis is one that takes account my age, my appetite for risk, and my goal to retire in my early 30s. I find traditionally "safe" stocks to be similar to bonds - reckless not in the sense that you need to worry about losing your principal investment, but instead in the sense that you're poorly deploying your capital and losing out on gains.
Here are stocks that I am buying on an automatic recurring weekly basis.