Sitemap - 2025 - AlphaMonk by Satishan
I am pivoting to boredom — Confessions of a recovering 10x peddler
Stress Testing My Coinbase Bull Thesis
The Netflix Conquest: How a DVD Rental Service Conquered Hollywood's Crown Jewel
Coinbase’s New Era: 9 Features Analysed
Which Mag 7 / big tech stock will be the best performer in 2026?
The DoorDash Lifestyle: Investing in the Economy of Flow
The MicroStrategy Paradox: Ponzi Scheme or Is Orange the New Black?
China: Moore Threads and the new geopolitics of GPUs
When AI Infrastructure Meets Margin Mastery - My essay on Q3'25 earnings of the S&P500
3 BOOKS EVERYONE SHOULD READ ABOUT INTERPRETING AND ANALYSING FINANCIAL STATEMENTS
Contrarian Counter to the AI-FUD Narrative on $DUOL
The Everything Exchange - Coinbase Q3 2025
Rolls-Royce and the Art of the Comeback
Silicon Syntax: How Workday Became a Cash Machine in the Age of Digital Work
Read This First: If you're new here or just want a clearer idea of what I do
Buying Prime London Property at 35p per Pound
ZIM Integrated Shipping Services (NYSE: ZIM)
The Retail Investor's Awakening: A Personal Journey Through Financial Reality
Palo Alto Networks: A Deep Dive
Bytes Technology Group ($BYIT.LSE) - A deep dive
Coinbase Q2 2025: Between Platform Ambition and Market Reality
Investing at the Dawn of the Exponential Age
Hims & Hers' MedMatch AI and Personalised Formulations
Robinhood: The Digital Finance Superstructure for the Coming Epoch
HIMS — A Shareholder’s Concerns Regarding Medical Efficacy Claims and Long-term Value Creation
Coinbase (COIN): Charting the Course Through Momentum and Volatility
A Pub, a Pint, and a Provocation
Is Brand Tesla toast? My monkish view on surviving hurricane Elon
Oh my Hoodness! Will the Invest America Act be the tailwind that will send $HOOD to the moon
Robinhood vs Deutsche Bank: When Fintech Eats the Bankers’ Lunch
Crypto Gets a Rulebook with CLARITY and GENIUS
Robinhood acquires WonderFi — A Deep Dive
Monk’s Mix: Ideas, Signals and Stories - 7 June 2025
Why Coinbase May Become the BlackRock and AWS of the Cryptoeconomy?
The World's Most Undervalued Tech Giants: A $3 Trillion Secret Hidden in Plain Sight
Coinbase’s Deribit $2.9B Acquisition: A Short Dive
Base: Coinbase’s Express Lane to a Billion Users
Coinbase Hack - Why Coinbase’s Balance Sheet Is Resilient—But Its Reputation Must Not Be Overlooked
Coinbase Q1 2025 Results: Navigating Volatility, Expanding Horizons
Hims & Hers Q1 2025: Personalised Healthcare’s Growth Spurt, But Mind the Margin
Recursion Q1 2025 Deep Dive: Data-Led Discipline Sets TechBio Pace
Apple’s Q2 2025: Services Shine, Tariffs Loom, and Tim Cook’s Supply Chain Shuffle
Amazon Q1 2025: Cloudy with a Chance of Prime — Unpacking the Numbers Behind the Everything Store
Recursion Operating System: The 'Palantir' of Drug Discovery
Meta’s Q1 2025: AI, Ads, and the Art of Printing Money
Robinhood’s Q1 2025: From Maverick to Mainstream – How a Trading App Became a Financial Powerhouse
Alphabet’s AI Gold Rush: How Google’s Parent Company Left Analysts Gobsmacked in Q1 2025
Monk’s Mix: Ideas, Signals and Stories - 27 April 2025
Tesla’s Bumpy Q1 2025: A $2B Miss, a $37B War Chest, and a Lot of Noise
Raoul Pal's "Everything Code" Masterclass
Monk’s Mix: Ideas, Signals and Stories - 20 April, 2025
Monk’s Mix: Ideas, Signals, & Stories - 13 April 2025
Short Swings, Big Decisions? Navigating (or Ignoring) the Kitchin Cycle
Capital Ideas: Navigating the 7-11 Year Juglar Investment Cycle
Riding the Long Wave: Investing Through Kondratieff Cycles
Monk’s Mix: Ideas, Signals, & Stories - 06 April 2025
Robinhood ($HOOD): A Mental Model for Democratising Finance Through Design, Data, and Disruption
Robinhood’s February 2025: Trade PMR acquisition and the Exciting Future of Prediction Markets
Recursion Pharmaceuticals: The Palantir of Drug Discovery
Robinhood: A Potential 3x to 15x Growth Story in the Making
The Mirage of Missed Boats and the Irony of Belief
Global Liquidity Meets Global Markets: How M2 Shapes the World’s Leading Indices
The Magnificent Seven: A Thousand Leaves on Seven Branches?
A Simple Investment Story For Our Times – A Personal Journey Through Uncertainty
RXRX: The Biotech Rollercoaster You Didn’t Know You Were Riding