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Alpha Talon Investment Research's Outlook: Towards 2026
A fundamentals-first 2026 outlook focused on execution, valuation discipline, and long-term capital compounding across U.S., Europe, and APAC markets.
 • AT Investment Research
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
ANTA Sports Product Ltd. (HKEX: 2020 | OTCMKTS: ANPDY): A Multi-Brand Consumer Platform Trading Below Its Operating Reality
A review of operating system resilience, portfolio redundancy, and capital allocation discipline highlights earnings durability that is inconsistent…
 • AT Investment Research
January Recap: Setting Up for a Strong FY2026
Opportunity, Restraint, and a Few Hard Reflections
 • AT Investment Research
Chicago Rivet & Machine Co. (NYSEAMERICAN: CVR): When “Cheap” Becomes a Cage
Why asset backing, family control, and cyclical earnings turn CVR into a value trap for minority shareholders
 • 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
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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The Pull Request
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Clinical Catalysts
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