How We Find Quality Investment Voices

Alphy surfaces original investment analysis from independent investors who bring depth, transparency, and unique insights to the companies they research.

Here's what we look for when curating content for your feed.

1

Skin in the Game

We prioritize voices who disclose their investment positions with a longer-term timeframe (months, not days). Conviction matters: analysts who've invested their own capital and hold through volatility tend to dig deeper.

Example: "Long 500 shares @ $12" or "Building position in Q4 2024" or "Holding for 12-24 months"
2

Research Depth

Beyond headlines: we look for fundamental analysis, not just price predictions. Quality signals: references to SEC filings, earnings transcripts, industry data.

Example: DCF models, competitor comparisons, unit economics breakdowns
3

Track Record

Consistent, thoughtful analysis over time (not one-hit wonders). Past theses that demonstrate analytical rigor, whether right or wrong.

Example: 6+ months of investment commentary with verifiable reasoning
4

Unique Perspective

Industry expertise, contrarian views, or original research. Not the 10th person repeating the same talking points.

Example: Former industry executive, deep-dive interviews, proprietary data analysis
5

Transparency

Clear about biases, position sizes, and investment timeframes. Addresses risks and bear cases, not just bullish narratives.

Example: "Here's why I could be wrong..." or "Key risks I'm monitoring"
6

Thoughtful Engagement

Responds to questions and critiques with substance. Engaged community of sophisticated investors (comment quality matters).

Example: Detailed replies to challenging questions, willingness to update views

What We Avoid

Pumping

Promoting multiple tickers with sensationalist claims

Copy-paste

Rehashing news without original analysis

Anonymous spam

New accounts with no track record

Pure technicals

Chart-only analysis without fundamental thesis

No disclosure

Hiding conflicts of interest or positions

Day trading

Jumping in and out on daily price swings

Platform Coverage

We discover quality voices across multiple platforms

X/TwitterThreads and deep-dive posts
SubstackLong-form newsletters
YouTubeVideo analysis and interviews
RedditDue diligence posts
OthersPersonal blogs, podcasts, and more

Want to see these voices in your feed?

Join the waitlist for early access

Join the Waitlist