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The Holy GRAIL Opportunity $GRAL
An asymmetric risk/reward biotech company with the potential to revolutionize the Multi Cancer Early Detection (MCED) industry
Nov 16, 2024
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Apple Man
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The Holy GRAIL Opportunity $GRAL
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Rockwell Medical Mispricing
Market had an overwhelming reaction to a low-margin customer, missing out the potentially huge news regarding the upcoming customer.
Nov 15, 2024
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Apple Man
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Rockwell Medical Mispricing
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May 2024
InPost: Deep Dive into its Growth Story
Long-only thesis: Core Competencies and Competition
May 17, 2024
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Apple Man
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InPost: Deep Dive into its Growth Story
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Cintas: A Uniform Rental Compounder
A serial acquirer that is well-known for compounding
May 9, 2024
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Apple Man
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Cintas: A Uniform Rental Compounder
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Rough Idea Post#1 - InPost: European E-Commerce Logistics Winner
A growing network effect: Virtuous cycle that fuels greater economies of scale
May 7, 2024
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Rough Idea Post#1 - InPost: European E-Commerce Logistics Winner
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March 2024
HDSN: Severe Market Mispricing due to Seasonality
HDSN is incredibly oversold with the market focusing too much on Q4 results, flat refrigerant prices and an expected US$20 mm non-recurring revenue
Mar 8, 2024
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Apple Man
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HDSN: Severe Market Mispricing due to Seasonality
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Electronic Design Automation Software: The Picks and Shovel Play of AI
Cadence Design Systems
Mar 5, 2024
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Apple Man
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Electronic Design Automation Software: The Picks and Shovel Play of AI
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January 2024
Coming soon
This is Alex’s Substack.
Jan 23, 2024
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