Alpha Exponent
Active Alpha ResearchAssessing businesses for investment
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 28 | Founded | 2 years ago | Last Issue | 2 years ago |
| Active | |||||
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alphaexponent.netLatest Issues
(2/2) Duan the Dilettante
In the first installment of this series, Duan just announced his resignation from Subor.
According to the agreement with Yihua, the parent company, Duan was entitled to 20% of Subor’s profits, though he shared it with the team instead of k...
(1/2) Duan the Dilettante
Others invest for a living, he does so for fun.
He was born to a family living in acute food insecurity, and failed his college entrance exams the first time round.
His first job paid less than $25 — per month.
He went on to found his ow...
Tesla: Elon, EVs, and Economics
A ‘stupid’ idea.
That was how Musk reacted when Harold Rosen, a veteran in the space industry, suggested building electric drones to provide Internet service over lunch. Straubel, who would go on to become a co-founder of Tesla, quickly pi...
#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...
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.
We use the total return index of the...
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The writers behind this newsletter.
Finding undervalued growth in Tech and Consumer
Fundamental investment quantified.
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