ACCE Investments
AdrienHedge fund research desk for self-directed investors, indices, picks, and financial models.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 76 | Subscribers | Read | acceinvestments.substack.com |
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Latest Issues
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Biotech Gets Its Mojo Back While AI Infrastructure Stumbles
# Biotech Gets Its Mojo Back While AI Infrastructure Stumbles
Cleaning House at Speed
Five indices hit stop-loss levels this week, turning portfolio management into a demolition derby where momentum mattered more than sentiment. When PLTR hit our -15.4% stop while underperforming its sector by 36.8 percentage points, the mat...
THE ACCE TRADE #008
While seat-based SaaS stocks deserved their 2026 repricing, Cloudflare is the infrastructure on which AI agents run. The selloff created the entry point.
ACCE Weekly Brief: April 6-12, 2026
The week that mattered most wasn’t the ceasefire rally. It was what happened to one of our trade positions while the market was busy celebrating. Here’s where everything stands, and what comes next.
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Authors
The writers behind this newsletter.
Founder of ACCE Investments. Building a hedge fund research desk for self-directed investors, thematic indices, weekly conviction picks, and full financial models. Track record is public.
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