Alpha Theory
My personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 6 | Founded | 10 months ago | Last Issue | 2 months ago |
| Active | |||||
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alphatheory.substack.comLatest Issues
Fujiyama Power Systems : Cannot be discounted any longer.
Disclaimer: This is not a buy or sell recommendation. I’m not a SEBI-registered investment advisor, and nothing shared here should be taken as financial advice. This content is purely for educational and informational purposes. I’m not affi...
GNG Electronics : Are all winds just tailwinds?
Disclaimer: This is not a buy or sell recommendation. I’m not a SEBI-registered investment advisor, and nothing shared here should be taken as financial advice. This content is purely for educational and informational purposes. I’m not affi...
Data Centers: The Business, Buildout, and Beneficiaries
With the rise of AI most of us including me for the longest felt that knowing how to use AI to perform would be the only knowledge I needed. But as time passed I realized as an investor this is one of the biggest structural shifts in the hi...
HCG : Diamond lying in plain sight?
Disclaimer: This is not a buy or sell recommendation. I’m not a SEBI-registered investment advisor, and nothing shared here should be taken as financial advice. This content is purely for educational and informational purposes. I’m n...
Hospitals: Is the juice over or are the tailwinds just getting stronger?
Disclaimer: This is not a buy or sell recommendation. I’m not a SEBI-registered investment advisor, and nothing shared here should be taken as financial advice. This content is purely for educational and informational purposes. I’m not affi...
Key Facts
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Alpha Theory.
| Subscribers | Engagement | 63 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Forensic research on high conviction sectors and companies within them — before the crowd catches up. You can be certain of the occasional hot takes too :)
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