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Research Dive
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 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
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
Research Dive #2: Solstice Advanced Materials (SOLS)
Why is Solstice (SOLS) down 31%? A $14.5B deal the market hates, a $513M Honeywell clause nobody read, a nuclear monopoly in Superman's hometown & a…
Jul 11
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Alpha with AI
6
8
Research Dive #1: Accenture (ACN)
Why is Accenture (ACN) down 55%? The bear case is in its own 10-K, the AI metric is missing from its earnings releases, and the valuation is my math…
Jul 7
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Alpha with AI
7
10
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