CompoundingAlpha
Nick | CompoundingAlphaActionable equity research, rigorous valuation models, and a transparent tracking portfolio.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 48 | Founded | a year ago | Last Issue | 7 days ago |
| Active | |||||
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compoundingalpha.substack.comLatest Issues
The Anatomy of a 260x Return: Constellation Software ($CSU.TO)
Mark Leonard turned $25M into a $75B software empire. Inside the $CSU playbook: zero dilution, strict hurdle rates, and why it's the ultimate hold-forever stock.
If you asked the average investor to name the best-performing technology stoc...
Is the AI Infrastructure Boom Already Over?
Valuations are tapped out and data centers are running out of power. Discover the 7 hidden sectors poised to capture the next wave of the AI revolution.
If you’ve been anywhere near the stock market for the last three years, you’ve witness...
The AI Capex Dilemma & Axon Enterprise's Police Monopoly | Compounding Alpha Ep. 3
Welcome back to episode 3 of the Compounding Alpha podcast! Today, we are breaking down the latest macro and micro market moves, starting with the recent FOMC meeting and the sticky inflation driven by data center electricity costs.
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Start Here: Welcome to CompoundingAlpha
Hello, I’m Nick
If you are new to CompoundingAlpha, this is the place to get your bearings.
This publication is built on a specific philosophy: a true market edge, is built on the premise that rigorous fundamental analysis, an understandi...
The AI Gold Standard: A Deep Dive into Palantir ($PLTR)
From secretive CIA contractor to the Fortune 500's most important AI operating system. We break down Palantir's hypergrowth, their new NVIDIA partnership, and why they just shattered the "Rule of 145." Plus, three detailed valuation scenari...
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Fundamental equity research driven by rigorous hours of digging through SEC filings and DCF modeling. 32.8% CAGR since '22.
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