Alpha Letter
Thank you to everyone who has decided to become a subscriber to the Alpha Letter. I appreciate all of the support and all of the great commentary I have gotten. To keep track of all of the stock ideas I post, I have decided to create a “Top Idea” list. The stocks listed below wi…
Comment 13Share
NewTopCommunityWhat is Alpha Letter?About
Investors, My portfolio is always changing. When valuations go up I typically trim or sell an entire position. When they go down I aggressively average…
Comment 5Share
Good afternoon investors, What an incredible week for the “All In” portfolio. The portfolio was up 15.40% this week and currently is up 121.79% for the…
Comment 7Share
I love re-investing in companies that I have already made money and done the work on. The due diligence process is much simpler and requires more of a …
CommentShare
Good afternoon investors, Hope you have had a great and happy Labor Day! The month of August was an incredible month for me in terms of outperformance.…
Comment 9Share
Investors, The last company I am invested in just reported. I couldn’t be more happier with the results and the forward looking numbers. Please see my …
Comment 13Share
Good morning investors, The end of summer has arrived and fall is quickly approaching. Only four more months left of 2021 then we are onward and upward…
CommentShare
Dear investors, I have warned multiple times that we are in a highly speculative bubble of mania and greed. Valuations are sky high, there are a signif…
CommentShare
See all

Alpha Letter


What is Alpha Letter?ArchiveAuthorsMy Account
© 2021 Alpha Letter. See privacy, terms and information collection notice
Publish on Substack
Alpha Letter is on Substack – the place for independent writing