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A Heart-Device Leader Lost 58%. Claude, Gemini and Grok Interviewed the Doctors, the Patients, the Trials and the Cash
The market took 58% off a Boston Scientific Stock because two products slowed. We checked what happened to the rest of the company.
Oct 25
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Alpha with AI
5
5
How to Build a Claude Dashboard for Equity Research That Updates Itself
Prices, insider buying, new SEC filings, Congress trades and short interest for every stock you own, on one Claude dashboard that refreshes itself.
Oct 18
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Alpha with AI
17
3
My investment strategy is having no investment strategy
Why I buy a company and not a sector, where that patience comes from, how much role AI tools play, and what each of the seven names in the model…
Oct 8
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Alpha with AI
6
4
Equity Research with AI, Minus the AI Bill: I Built a Free Earnings Watcher Once with Claude Code
A free program reads the SEC filings and results releases for every name you own, twice a day, and writes to your phone only when something matters…
Oct 4
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Alpha with AI
4
2
September 2026
How I Researched a Beaten-Down Software Compounder with Claude Code
Research Dive #5: PTC (NASDAQ: PTC) fell 48% on the AI fear while its recurring revenue kept growing 9%. Is AI taking seats yet?
Sep 27
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Alpha with AI
5
4
The Alpha with AI Letter, September 2026
The Fed hike, four research dives, two names bought without one, greeksoup.ai, what my AI stack costs, and Solstice valued without the deal.
Sep 18
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Alpha with AI
12
2
8
How to Build a One-Person Equity Research Desk (a Mini Bloomberg) with Claude Fable
A mini Bloomberg in Obsidian, built with Claude Fable 5.1 for three portfolios in two markets
Sep 3
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Alpha with AI
118
11
23
August 2026
Delete Your Old AI Finance Skills.
The creator of Claude Code deletes his own instructions with every model release. Here is the five-step rebuild that does the same for your skills…
Aug 22
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Alpha with AI
8
2
4
The Alpha with AI Letter, August 2026
What a paid Alpha with AI subscription now includes: Research Dives, the model portfolio, the watchlist, and AI workflow editions.
Aug 19
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Alpha with AI
5
3
Research Dive #4: Talabat (DFM: TALABAT), Why Is Talabat So Cheap?
Why is Talabat stock down? The Dubai-listed delivery leader, Uber's takeover of Delivery Hero, the technology licence it does not own, and what the…
Aug 15
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Alpha with AI
7
3
5
Research Dive #3: Hilton Grand Vacations ($HGV) Retired 35% of Its Shares. Its Customers Are Falling Behind.
HGV stock is down to $45.66 after a 9.9% one-day fall. Tours are growing, buying is falling, and the loan book is worsening. What the SEC filings say…
Aug 9
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Alpha with AI
8
6
How to Spot Accounting Fraud with AI, from the Filings Alone
Five blind AI agents, real SEC filings. One fraud they recognized, one they reasoned out cold, one mistake they caught was mine.
Aug 6
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Alpha with AI
8
7
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