Beyond Consensus Alpha
Independent research on undercovered Asian equities, global thematic opportunities, and structural investment trends
Latest Research
Astra and the Next AI Hardware Rally: Why Marvell Fits the New Bottleneck
Astra may be reopening the AI demand curve just as Rubin Ultra raises questions about HBM capacity economics. I look at why the next AI…
AI Has a Power Problem: Why Bloom Energy’s Success Could Re-Rate Doosan Fuel Cell
AI’s next bottleneck is power. Bloom Energy has already shown investors what fast, modular onsite generation can be worth. Now Doosan Fuel Cell has entered…
Why AI Could Make Japanese Gaming IP More Valuable
AI is lowering the cost of game development, but that may increase competition for player attention. We examine why proven IP — and Japanese publishers…
Long Agribusiness, Short Packaged Foods: A 6–12 Month Agricultural Inflation Trade
A 6–12 month long/short thesis: long agribusiness via MOO and short U.S. packaged-food companies as Black Sea disruption, fertilizer constraints and El Niño raise agricultural…