# AlphaMonk

> AlphaMonk, a publication built on a singular conviction: true investment alpha comes from understanding businesses more deeply than the market, not reacting faster to headlines.

## Recent Posts

- [Coinbase Q1 2025 Results: Navigating Volatility, Expanding Horizons](https://paragraph.com/@alphamonk/coinbase-q1-2025-results-navigating-volatility-expanding-horizons): How Coinbase is Building for the Future Amid Crypto Market Swings and Regulatory Shifts
- [Web 3 and Coinbase](https://paragraph.com/@alphamonk/web-3-and-coinbase): Short Dive: What is Web 3? and Why Coinbase could lead the revolution?
- [Coinbase: A Deep Dive](https://paragraph.com/@alphamonk/coinbase-a-deep-dive): Why Coinbase Could Be the Financial Backbone of Web3 and Deliver a 10~13x Return by 2030 — Backed by a 180-Slide Thesis.
- [Hims & Hers Q1 2025: Personalised Healthcare’s Growth Spurt, But Mind the Margin](https://paragraph.com/@alphamonk/hims-and-hers-q1-2025-personalised-healthcares-growth-spurt-but-mind-the-margin): The company’s multi-condition, data-driven care model is driving higher retention, increased revenue per subscriber, and efficient customer acquisition.
- [Recursion Q1 2025 Deep Dive: Data-Led Discipline Sets TechBio Pace](https://paragraph.com/@alphamonk/recursion-q1-2025-deep-dive-data-led-discipline-sets-techbio-pace): Recursion Pharmaceuticals kicked off 2025 by demonstrating that its decade-long bet on artificial intelligence isn’t just a party trick but the foundation of a disciplined, results-oriented strategy.
- [Apple’s Q2 2025: Services Shine, Tariffs Loom, and Tim Cook’s Supply Chain Shuffle](https://paragraph.com/@alphamonk/apples-q2-2025-services-shine-tariffs-loom-and-tim-cooks-supply-chain-shuffle): Earnings Up, Wearables Down: Apple’s Q2 2025 in Ten Juicy Bites
- [Amazon Q1 2025: Cloudy with a Chance of Prime — Unpacking the Numbers Behind the Everything Store](https://paragraph.com/@alphamonk/amazon-q1-2025-cloudy-with-a-chance-of-prime-%E2%80%94-unpacking-the-numbers-behind-the-everything-store): Prime Numbers: How Amazon’s Q1 2025 Balances Growth, Innovation, and Cautious Optimism
- [Recursion Operating System: The 'Palantir' of Drug Discovery](https://paragraph.com/@alphamonk/recursion-operating-system-the-palantir-of-drug-discovery): Just as Palantir redefined intelligence analysis by connecting dots across classified silos, Recursion is reimagining drug discovery as a search problem across biology’s infinite-dimensional space.
- [Meta’s Q1 2025: AI, Ads, and the Art of Printing Money](https://paragraph.com/@alphamonk/metas-q1-2025-ai-ads-and-the-art-of-printing-money): Where Reality Labs Burns Cash, AI Glasses Spark Joy (and Dividends
- [Robinhood’s Q1 2025: From Maverick to Mainstream – How a Trading App Became a Financial Powerhouse](https://paragraph.com/@alphamonk/robinhoods-q1-2025-from-maverick-to-mainstream-how-a-trading-app-became-a-financial-powerhouse): Record Revenues, Gold Rush Mania, and a Credit Card That’s (Almost) as Shiny as Crypto!
- [Alphabet’s AI Gold Rush: How Google’s Parent Company Left Analysts Gobsmacked in Q1 2025](https://paragraph.com/@alphamonk/alphabets-ai-gold-rush-how-googles-parent-company-left-analysts-gobsmacked-in-q1-2025): The quarter where Sundar Pichai mentioned “AI” 92 times and delivered a 49% surge in earnings
- [Monk’s Mix: Ideas, Signals and Stories - 27 April 2025](https://paragraph.com/@alphamonk/monks-mix-ideas-signals-and-stories-27-april-2025): This week’s agenda: De-extinction, AI - research assistant or mentor, Pink Floyd, and of course Tariffs!!
- [Tesla’s Bumpy Q1 2025: A $2B Miss, a $37B War Chest, and a Lot of Noise](https://paragraph.com/@alphamonk/teslas-bumpy-q1-2025-a-dollar2b-miss-a-dollar37b-war-chest-and-a-lot-of-noise): Elon’s tweets are loud, the critics are louder, social media says Tesla’s finished, the balance sheet says otherwise.
- [Raoul Pal's "Everything Code" Masterclass](https://paragraph.com/@alphamonk/raoul-pals-everything-code-masterclass): A Comprehensive Guide to Macro Investing
- [Monk’s Mix: Ideas, Signals and Stories - 20 April, 2025](https://paragraph.com/@alphamonk/monks-mix-ideas-signals-and-stories-20-april-2025): This Week’s Agenda; Tesla’s FSD milestone, Alex Karp, Q-Day, UK AI start-up Wayve
- [Monk’s Mix: Ideas, Signals, & Stories - 13 April 2025](https://paragraph.com/@alphamonk/monks-mix-ideas-signals-and-stories-13-april-2025): This Week's Agenda: Global Macro Outlook 2025, Buffett's trade deficit warning in 2003, the quantum computing debate and what caught my eye on print, You Tube and X
- [Short Swings, Big Decisions? Navigating (or Ignoring) the Kitchin Cycle](https://paragraph.com/@alphamonk/short-swings-big-decisions-navigating-or-ignoring-the-kitchin-cycle): Introduction, Definition, Understanding, Portfolio Construction
- [Capital Ideas: Navigating the 7-11 Year Juglar Investment Cycle](https://paragraph.com/@alphamonk/capital-ideas-navigating-the-7-11-year-juglar-investment-cycle): Introduction, Definition, Phases, History, Investment Implications, Contrarian Views and Portfolio Construction
- [Riding the Long Wave: Investing Through Kondratieff Cycles](https://paragraph.com/@alphamonk/riding-the-long-wave-investing-through-kondratieff-cycles): Understanding the Long Wave, Definition, Historical Waves, The Hypothesised Sixth Wave, Investment Implications for the Long Haul, Contrarian Perspectives, Portfolio Construction Examples 
- [Monk’s Mix: Ideas, Signals, & Stories - 06 April 2025](https://paragraph.com/@alphamonk/monks-mix-ideas-signals-and-stories-06-april-2025): Commodity trading houses wield significant geopolitical influence, Robinhood is maturing into a financial super-app and Ratan Tata’s three lessons for India.

## Blog Information

- [Homepage](https://paragraph.com/@alphamonk/): Main blog page
- [RSS Feed](https://api.paragraph.com/blogs/rss/@alphamonk): Subscribe to updates

## Optional

- [All Posts](https://paragraph.com/@alphamonk/): Complete post archive
- [Sitemap](https://paragraph.com/@alphamonk/sitemap-index.xml): XML sitemap for crawlers