Matt Allen

Matt Allen builds investment research for individual investors through BeanWealth. His writing covers individual companies and broader investing themes, including AI infrastructure, technology, and long-term stock selection.

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investmattallen.substack.com

The IPO Nobody Is Talking About

An analysis of a 247-year-old manufacturer and its role in gas-turbine power infrastructure for AI data centers.

Writing

beanwealth.com

A Hidden Player in AI's Future

An examination of NBIS, AI cloud infrastructure, and Nvidia's investment in the company.

Writing

beanwealth.com

The Scandal That Made Buffett Rich

A look at Warren Buffett's American Express investment during the Salad Oil Scandal and the investing lesson Allen draws from it.

Writing

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Matt Allen

Products & media

The IPO Nobody Is Talking About

A Hidden Player in AI's Future

The Scandal That Made Buffett Rich

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