AlphaDoc

Tech-growth investor, self taught; melding fundamentals and technical analysis for risk adjusted alpha . . .

Launched 2 years ago

Netflix (NFLX): Perilous Pivot Or Ceteris Paribus?

I Trust Management While Managing My Risk

Jun 11 • AlphaDoc

Apple’s AI Heresy: The Model Is Not the Moat

Jun 1 • AlphaDoc

Not A CWRD'ed Trade

May 28 • AlphaDoc

Let Your Winners Run, AI Is A New Game But The Rules Are The Same

May 28 • AlphaDoc

Aeluma (ALMU): Past Process, Pending Production

May 17 • AlphaDoc

The Bull Case: Clarified, Muted But Ultimately De-risked

May 17 • AlphaDoc

Don't Get Wrecked By Soitec (April Update 2 of 2)

May 5 • AlphaDoc

Capacity, Cadence and Capital Velocity.

May 5 • AlphaDoc

Don't Get Wrecked By Soitec (Update 1 of 2)

May 1 • AlphaDoc

Restating the Bull & Bear Case, Valuation On Deck

May 1 • AlphaDoc

Netflix (NFLX): Attention Moat, Interrupted

Apr 27 • AlphaDoc

Warning: Objectives Mirrored Are Farther Than They Appear

Apr 27 • AlphaDoc

When Consilience Calls, I Answer!

Apr 24 • AlphaDoc

Update on my Broadcom (AVGO) call

Apr 24 • AlphaDoc