Elliot’s Musings
ElliotOpinions on companies and markets. Not investment advice.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 59 | Subscribers | Read | alphaseeker84.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Atkore Post-Earnings Update: Challenges, Market Reaction, and the Path Forward
When I first started buying Atkore , the thesis was centered on their leadership in electrical raceways, exposure to structural growth themes like data centers and renewable energy, and a management team with a strong track record of capita...
Software’s Big Comeback: Too Fast, Too Soon?
Software is roaring back, and the market is giving off strong déjà vu vibes from 2021. Over the past month, software has been the second-best performing sector, right behind regional banks, delivering nearly a 15% return. This week’s earnin...
APP: The One That Got Away – Lessons from a Missed 10x Opportunity
has been on an epic tear over the last few years. After bottoming in Dec ‘22 at just over $9 share it has has since appreciated over 30x, finishing the week at a mind blowing $290/share. I initially got involved with APP in July’23 at just ...
AI, Cloud, and Cost Discipline: Key Themes from This Quarter’s Mega-Cap Earnings
Earnings season hit full swing last week, with mega-cap stocks taking center stage. Across the board, earnings showed resilience, driven by a ongoing commitment to AI, cloud expansion, and rigorous cost discipline. Alphabet, Amazon, Microso...
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This is a personal blog and not investment advice
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