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Alpha Exponent

Active Alpha Research

Assessing businesses for investment

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues27SubscribersRead alphaexponent.net

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

(1/2) Duan the Dilettante

Others invest for a living, he does so for fun.

18 days ago
6
0

Tesla: Elon, EVs, and Economics

A ‘stupid’ idea.

3 months ago
7
4

#5 July 12 '24: Gambling.com

We are experimenting with an easier to read format today, taking an opportunistic look at a NASDAQ-listed (we normally analyze a lot of Asian companies) smallcap, gambling.com, a founder-led digital marketing company that drives traffic to ...

4 months ago
12
0

Q2 2024 portfolio review

As we enter the second half of the year, it is time to review and reflect on the portfolio performance to date. So far, it has been a very good year, returning 36.69% versus the 15.13% of the S&P 500.

4 months ago
8
7

Authors

The writers behind this newsletter.

  • Active Alpha Research

    Finding undervalued growth in Tech and Consumer

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