📚 Altvalue Insights Library

Bold Ideas. Long-Term Thinking. Conviction Capital.

“Most funds track the past. We model the future.”

Welcome to the Altvalue Insights Library — a curated collection of timeless ideas at the intersection of innovation, capital and asymmetric opportunity.

Here you’ll find the mental models, data points, and frameworks that guide how we invest at Altvalue Capital.

Each insight is:

• Short and sharp (2–4 minutes)

• Tactically useful (you’ll learn something)

• Strategically aligned (always linked to our thesis)

No fluff. No hype. Just insight with edge.

🧠 Categories

🔍 Featured Insights

🚫 Against the Grain

• Index Funds Are Built for the Past → (Coming soon)
  "If your fund looks like the S&P500, you're not investing. You're imitating."

🧬 Deep Tech Fundamentals

• ASML > Apple (for the next 20 years) → (Coming soon)
  "Apple designs the future. ASML builds the machine that makes it possible."

🏹 Portfolio Thinking

• Conviction > Diversification → (Coming soon)
  "Diversification protects wealth. Conviction builds it."

📈 Disruption Signals

• User Growth > Whitepapers → (Coming soon)
  "Ideas don’t scale. Usage does."

🪙 Altcoins with Fundamentals

• ETH is the Intel of Web3 → (Coming soon)
  "It’s not a token. It’s programmable settlement infrastructure."

📬 Join the Movement

One insight per week. Zero noise.
Designed for long-term investors with a bias for action.

👉 Subscribe to the Insight Library

🔒 Coming Soon (for Coinvestors)

• Quarterly performance breakdowns

• Portfolio theses in detail

• Exclusive deep dives (ATOM, AKT, TIA, ASML, Palantir…)

Want access? Apply to coinvest → Coming soon