HeyJaredAlpha 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.
- Indexed issues, last 90 days
- 3
- Latest publication
- Aug 2, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 4, 2026
Latest issues
The Emperor's New Compute: A Trillion Dollar Leap of Faith (opens the original)
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Executive SummaryThe AI boom is the greatest misallocation of capital in financial history, $730+ billion of annual spending against roughly $30 billion of real revenue and the customer-side economics will break long before the valuations do.Just the four hyperscalers: Amazon, Alphabet, Meta, and Microsoft are on track to spend about $730 billion on AI infrastructure in 2026, a sum larger than the GDP of all but the top twenty national economies and greater than Berkshire Hathaway's entire marke
Ares Capital Corporation (NASDAQ: ARCC): A Wonderful Lending Business at a Fair Price (opens the original)
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Investment Thesis<img alt="Exclusive | Ares Management Backs Niche Property Lender ..." class="sizing-normal" height="853" src="https://substackcdn.com/image/fetch/$s_!mZop!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubs
Quarterly Letter From Alpha Talon Investment Research Limited. (opens the original)
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<img alt="" class="sizing-normal" height="1630" src="https://substackcdn.com/image/fetch/$s_!WKMd!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc0c60079-22a9-4bc3-9e9d-d868287ec1ca_1261x1630.p
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