Alpha with AI Letter

Trade alert: two big wins closed, and why a weak quarter made us buy more

A 40% and a 77% gain taken, three buys made, and the 13-year record behind the one that surprised us.

Oct 28 • Alpha with AI

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 • Alpha with AI

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 • Alpha with AI

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 • Alpha with AI

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