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Investing Is for Everyone: How to Think Clearly in a Noisy Financial Markets
Developing investment literacy provides a durable edge: clarity in decision-making, sovereignty over financial choices, and resilience through…
 • AT Investment Research
Uber Technologies (NYSE: UBER): From Disruption to Discipline
A global mobility and local-commerce platform entering a cash-flow-compounding phase, with autonomy as asymmetric optionality and capital allocation as…
 • AT Investment Research
Nike, Inc. (NYSE: NKE): A Franchise Reset, Not A Value Trap
Why execution discipline, not growth narratives, will determine Nike’s next cycle of returns AT Investment Research
 • AT Investment Research
Fiserv: Execution Reset in a Durable Payments Franchise
Why a 2025 Operating Leverage Breakdown Has Created a Mispriced Infrastructure Compounder And What Needs to Normalize for Re-Rating
 • AT Investment Research
United Parcel Service (NYSE: UPS) at Fair Value: A Long-Duration Income Asset in a Low-Growth Logistics Industry
Durable Cash Flows, Structural Growth Constraints, and the Economics of a Labor and Capital-Intensive Logistics Utility
 • AT Investment Research
Alpha Talon Investment Research Limited — A Short Year-End Annual Letter
From Zhang, Founder & Chairman, and the Alpha Talon Investment Research Team To our Limited Partners, General Partners, and Board Members
 • AT Investment Research
HOPE-3 Under the Microscope: Data, Framing, and Regulatory Reality
Why "Statistically Positive Data", Procedural FDA Alignment, and Approval Risk Remain Fundamentally Misaligned
 • AT Investment Research
Alpha Talon Investment Research
Alpha Talon Investment Research
Alpha Talon Investment Research Limited is a Hong Kong based private family office deploying proprietary capital with a focus on biotech and catalyst-driven fundamental investing.
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