Archive - Alex’s Substack

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 •

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 •

May 2024

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 •

Electronic Design Automation Software: The Picks and Shovel Play of AI

Cadence Design Systems

Mar 5, 2024 •

January 2024

This is Alex’s Substack.

Jan 23, 2024 •

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