Construct Alpha

This is my investing journal as an allocator, recording my mental models, frameworks, case studies, lessons learnt. No hype. No gossips. No pay-for-coverage.

By Alpha Mason

· Launched a year ago

Let me read first

Construct Alpha

Hiring Twenty Analysts in a Closet

May 10•Alpha Mason

Update Millennium GP Stake Analysis - Through Allocator’s Lenses

Aug 12, 2025•Alpha Mason

Is There Room Left for Small Allocators in the Alpha Food Chain?

Aug 5, 2025•Alpha Mason

Hedge Fund Diligence Framework

Jul 8, 2025•Alpha Mason

Building A Solo Hedge Fund OS Through Openclaw

Feb 20•Alpha Mason

Long-Term Investing in an Age of Shorter Moats

Dec 23, 2025•Alpha Mason

A Map of the Digital Asset Strategy Universe

Dec 17, 2025•Alpha Mason

My Lessons from a Near-Miss with Point Bonita

Nov 9, 2025•Alpha Mason

Single Stocks: To Do, or Not To Do?

Oct 17, 2025•Alpha Mason

Is It Worth Paying Double Layer Fees For Fund of Funds?

Sep 28, 2025•Alpha Mason

Sharing My Handy Tool to Extract Monthly Returns

Sep 19, 2025•Alpha Mason