Bloomberg TerminalBenzingaBristlemoon ResearchBeehiivFinPodForward GuidanceAlluvialBurak FinanceFoundersAsian Dividend StocksBaFin - Managers' transactionsAlphaSenseAlessandro (Macro Strategist)AmibrokerCapital CyclistsAsian Century StocksA Peek Behind the NumbersBejaminAIAcquiredCapital Employed FMBehind the Balance SheetBamSECEquity MatesBizTocBase Hit InvestingFresh InvestChit Chat StocksBest Anchor StocksBeyondSPXAtom FinanceBloomberg TerminalBenzingaBristlemoon ResearchBeehiivFinPodForward GuidanceAlluvialBurak FinanceFoundersAsian Dividend StocksBaFin - Managers' transactionsAlphaSenseAlessandro (Macro Strategist)AmibrokerCapital CyclistsAsian Century StocksA Peek Behind the NumbersBejaminAIAcquiredCapital Employed FMBehind the Balance SheetBamSECEquity MatesBizTocBase Hit InvestingFresh InvestChit Chat StocksBest Anchor StocksBeyondSPXAtom FinanceBloomberg TerminalBenzingaBristlemoon ResearchBeehiivFinPodForward GuidanceAlluvialBurak FinanceFoundersAsian Dividend StocksBaFin - Managers' transactionsAlphaSenseAlessandro (Macro Strategist)AmibrokerCapital CyclistsAsian Century StocksA Peek Behind the NumbersBejaminAIAcquiredCapital Employed FMBehind the Balance SheetBamSECEquity MatesBizTocBase Hit InvestingFresh InvestChit Chat StocksBest Anchor StocksBeyondSPXAtom Finance

CompoundingAlpha

Substack

Articles

44

Companies covered

31

Sectors

6

Countries

8

Research Articles

The Amazon of Latin America might be a Perfect Business... So Why Am I Not Buying It?

Aug 18, 2026

Compounding Alpha Scorecard: MercadoLibre (MELI)

Aug 18, 2026

The Trillion-Dollar Wallet War: Inside the Brutal Rivalry Between Nubank and Mercado Pago

Aug 15, 2026

Cellebrite ($CLBT) Plunges 30% on Earnings: Overreaction or Red Flag? | Talkin' Stocks Ep. 5

Aug 13, 2026

How Nubank Built a 135M User Empire ($NU Deep Dive & Valuation)

Aug 11, 2026

CompoundingAlpha Scorecard: Nu Holdings (NU)

Aug 11, 2026

FTAI Aviation ($FTAI) Is This The Safest AI Infrastructure Stock On The Market?

Aug 8, 2026

Amazon's AWS Re-Acceleration & Uber's Autonomous Future | CompoundingAlpha Ep. 4

Aug 6, 2026

The Anatomy of a 260x Return: Constellation Software ($CSU.TO)

Aug 4, 2026

Compounding Alpha Scorecard: Constellation Software ($CSU.TO)

Aug 4, 2026

The AI Capex Dilemma & Axon Enterprise's Police Monopoly | Compounding Alpha Ep. 3

Jul 30, 2026

The AI Gold Standard: A Deep Dive into Palantir ($PLTR)

Jul 28, 2026

Compounding Alpha Scorecard: Palantir Technologies (PLTR)

Jul 28, 2026

Big Tech Capex Jitters & FTAI Aviation’s $1.5B Data Center Pivot

Jul 23, 2026

Netflix (NFLX) Valuation & Equity Analysis: The Economics of Attention

Jul 21, 2026

S&P 500 Valuations + Why Cellebrite's (CLBT) DOJ FedRAMP Win Matters

Jul 16, 2026

Micron (MU): The AI Chokepoint vs. The Widow-Maker Trade

Jul 14, 2026

Jet Engines and AI Data Centers: The FTAI Aviation ($FTAI) Deep Dive

Jul 7, 2026

Eating the Restaurant Industry: Why Toast ($TOST) is Winning the POS Wars

Jul 1, 2026

Yellow Buses, Green Margins: The Incredible Metamorphosis of Blue Bird

May 19, 2026

Sportradar: The Operating System of Global Sports Data

Apr 22, 2026

Owned Destinations: Why Casella Waste is Winning the Northeast

Apr 13, 2026

The Alpha in PGR: Why Progressive is the Ultimate Compounding Engine

Apr 9, 2026

The Peptide Fortress: A Deep Dive into Novo Nordisk’s 100-Year Head Start

Apr 6, 2026

Meta Platforms: The $135 Billion Bet

Apr 2, 2026

The Ultimate Toll Booth: A Deep Dive into Texas Pacific Land (TPL)

Mar 30, 2026

The Invisible Sovereign: ASML and the Architecture of Modern Power

Mar 27, 2026

INTU: Buying the Moonshot at Base-Case Prices

Mar 24, 2026

The 137-Year Pivot: How a Kyoto Card Shop Conquered the World

Mar 22, 2026

Compounding Kando: A Deep Dive into the One Sony Investment Thesis

Jan 19, 2026

($DUOL) The Duolingo Paradox: Mastery, Motivation, and $1.1 Billion in Dry Powder

Jan 12, 2026

GitLab ($GTLB): The Swiss Army Knife Solving the AI Paradox

Jan 7, 2026

S&P Global: The Great Financial Toll Booth

Jan 6, 2026

The Cash Flow Machine: Uber’s Trillion-Dollar Trajectory

Jan 5, 2026

The 10,000 Transplant North Star: An In-Depth Investment Thesis for TransMedics

Jan 1, 2026

The Axon Evolution: From Garage Startup to the AI Frontier of Public Safety

Dec 31, 2025

The Rockstar Paradox: Why Take-Two is More Than Just a GTA VI Bet

Dec 29, 2025

The Case to Closure King: How Cellebrite is Winning the Digital Intelligence Arms Race

Dec 24, 2025

The Case for $285 Uber

Dec 17, 2025

Cellebrite ($CLBT): Clearing the Clouds on Leadership, Corellium, and the Critical FedRAMP Catalyst

Nov 24, 2025

The Green Owl's Empire: How Duolingo is Conquering Learning with Gamification and AI

Jul 16, 2025

The AI Chip Battle Heats Up: Can AMD Break NVIDIA's Dominance?

Jul 15, 2025

Justice Accelerated: How Cellebrite is Unlocking the Future of Digital Forensics

Jul 11, 2025

Nintendo: A Deep Dive into a World-Class Investment

Jul 8, 2025

Capital Employed FMBos InvestCapital AllocatorsAmibrokerAsian Dividend StocksBehind the Balance SheetFresh InvestFinPodBurak FinanceAtom FinanceAlessandro (Macro Strategist)BejaminAI41investmentsAsian Century StocksBaFin - Managers' transactionsBizTocBristlemoon ResearchBeehiivBenzingaBeyondSPXBusiness BreakdownsBamSECBloomberg NewsBehind the Balance SheetBloomberg TerminalForward GuidanceAcquiredA Peek Behind the NumbersAlphaSenseAlluvialCapital Employed FMBos InvestCapital AllocatorsAmibrokerAsian Dividend StocksBehind the Balance SheetFresh InvestFinPodBurak FinanceAtom FinanceAlessandro (Macro Strategist)BejaminAI41investmentsAsian Century StocksBaFin - Managers' transactionsBizTocBristlemoon ResearchBeehiivBenzingaBeyondSPXBusiness BreakdownsBamSECBloomberg NewsBehind the Balance SheetBloomberg TerminalForward GuidanceAcquiredA Peek Behind the NumbersAlphaSenseAlluvialCapital Employed FMBos InvestCapital AllocatorsAmibrokerAsian Dividend StocksBehind the Balance SheetFresh InvestFinPodBurak FinanceAtom FinanceAlessandro (Macro Strategist)BejaminAI41investmentsAsian Century StocksBaFin - Managers' transactionsBizTocBristlemoon ResearchBeehiivBenzingaBeyondSPXBusiness BreakdownsBamSECBloomberg NewsBehind the Balance SheetBloomberg TerminalForward GuidanceAcquiredA Peek Behind the NumbersAlphaSenseAlluvial