A personal public-equity research and insights portfolio by Hassan Ali.
I write buy-side–style investment memos on public companies, with an initial focus on technology and consumer names.
I’m currently focused on public equities in technology and consumer markets, expanding coverage over time.
Brands and platforms serving everyday consumers — apparel, footwear, retail and lifestyle.
Software, cloud infrastructure, data and analytics platforms, digital media and telecom services.
Integrated energy companies, utilities and businesses exposed to the energy transition
I structure each idea the way I would for an internal buy-side note: from idea generation, to business and financial analysis, to a written memo.
Screeners, industry reading and product use to identify trends, and ultimately companies worth deeper work.
Deep dive on business model, competitive position, unit economics and key drivers to form my own thesis.
Write a concise investment memo, define valuation ranges and risks, and publish it on this website.
Screeners, industry reading and product use to identify trends, and ultimately companies worth deeper work.
Deep dive on business model, competitive position, unit economics and key drivers to form my own thesis.
Write a concise investment memo, define valuation ranges and risks, and publish it on this website.
Screeners, industry reading and product use to identify trends, and ultimately companies worth deeper work.
Deep dive on business model, competitive position, unit economics and key drivers to form my own thesis.
Screeners, industry reading and product use to identify trends, and ultimately companies worth deeper work.
Written pieces on sectors, business models and trends shaping public companies and markets.
