Alex’s Investment Memo | Alex Feng | Substack

SN posted Q2 results and it was well received by the market

SN's just announced its Q2 results. Extremely strong: sales +22%, adj. EBITDA +40%, adj. net income +40%. FY23 guidance: sales +10-12%, adj. EBI…

Aug 25 •

New

Home sweet home: SharkNinja (NYSE: SN), a global household appliance leader

a newly spin-off that overlooked by the market with a potential 50-130% upside!

Aug 18 •

Marlowe Plc (Lon: MRL)- a fast growing buy-and-build compliance platform with 200% upside

Summary Marlowe Plc is LSE AIM listed UK compliance company. It’s building a one-stop compliance service platform through buy-and-build strategy. It…

Dec 23, 2022 •

Brilliance China (1114 HK)- Asymmetrical bet with 80-110% upside in two months!

Dear readers, This is my first memo on Substack. I feel mostly grateful to have you as my readers. Please allow me to have a brief intro of myself…

Oct 26, 2022 •

This is Alex’s Investment Memo, a newsletter about Stock investment thesis.

Oct 25, 2022 •

Alex’s Investment Memo

Stock investment thesis

Alex’s Investment Memo

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