Alpha Talon Investment Research
AT Investment ResearchAlpha Talon Investment Research Limited is a Hong Kong based private family office deploying proprietary capital with a focus on biotech and catalyst-driven fundamental investing.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 90 | Founded | a year ago | Last Issue | 25 days ago |
| Active | |||||
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alphatalon.substack.comLatest Issues
The Beijing Reset: Pomp, Pledges, and Potential Guardrails
U.S. President Donald Trump and Chinese President Xi Jinping attend a bilateral meeting at the Great Hall of the People on May 14, 2026 in Beijing, China. (Alex Wong | Getty Images News | Getty Images)
In a carefully staged two-day visit t...
The "Ubislop" Trap: Why Ubisoft is Dying from a Thousand Cuts
Executive Summary
Ubisoft, formerly known as Ubi Soft Entertainment Software, is a video game distribution, development, and publishing company. It was created in 1986 by the Guillemot brothers in Carentoir, Brittany. "Ubi" came from th...
The Fed Succession Fight Is Not Just About Rates — It’s About Power, Policy, and Markets
Opening
The transition at the Federal Reserve is no longer a routine succession problem. It is evolving into a broader test of how U.S. monetary authority is exercised, how policy is communicated, and how much political strain the centr...
Adobe Inc. (Nasdaq: ADBE): A Great Business the Market Has Doubted Now Below Fair Value
Foreword
We have been actively trading Adobe (ADBE) since early 2025, capturing tactical moves during a period of significant volatility for the software sector due to agentic AI expansion. However, until recently, we have not maintaine...
Geopolitics Meets Power Markets: The IMF Meeting in a Volatile World
Foreword
As the global financial elites: finance ministers, central bank governors, and institutional investors descend upon Washington D.C. for the 2026 IMF and World Bank Spring Meetings, they are not entering a room of cold data and p...
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Alpha Talon Investment Research is a Hong Kong–based private family office deploying only proprietary capital across biotech, value turnarounds, and catalyst-driven shorts, focused on intrinsic value, regulatory odds, and mispriced fundamentals.
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