No fluff. Just ideas. By FatAlpha
by FATALPHA LTD
Latest episode
He Built an AI Agent to Monitor His Stocks — No Code, $20/Month in…
He Built an AI Agent to Monitor His Stocks — No Code, $20/Month in…
About this podcast
No fluff, just ideas. Sophocles and his guests discuss interesting stock ideas from around the world. The goal is to have meaningful discussions by getting into the numbers and better understanding the opportunity. Thank you for joining us. This podcast is being made available for educational purposes only and should not be used for any other purpose. The full disclaimer is at the end of each podcast episode. See the latest episodes: fatalpha.com/podcast
Episodes
The newest 20 of 25 episodes
- He Built an AI Agent to Monitor His Stocks — No Code, $20/Month in Tokens · 1 h 13 minThink you need to code to use AI agents? Joel Schols didn't write a single line. Joel is a fund manager at Chess Capital who built an AI agent to monitor his net-net positions…
- Ascentech with Marcel Gozali · 1 h 8 minMy guest is Marcel Gozali, founder of Stone Sentinel Capital.We discuss Ascentech, a Citrix distributor with c.8x P/E and c.6% dividend yield. Under the radar with zero analyst…
- AI Memory at 5x P/E: Why this won't last · 37 minWe explore the opportunity in AI memory. Why this flash sale won't last. How memory impacts AI capabilities and the underestimated demand. Rin Narakornpijit, a co-portfolio…
- eToro with Antonio Velardo · 1 h 12 minMy guest is Antonio Velardo. He is CIO and head of a single-family office. Our topic is eToro, the social trading platform that was listed in the USA last year with the ticker…
- Greggs Plc with Adamos Hadjiantoniou · 43 minMy guest is fellow CFA Charterholder Adamos Hadjiantoniou, professional investor and co-founder StockOpine Ltd, an investment newsletter. Our topic is Greggs plc (GRG), the…
- MTY Food Group with Robert Leitz · 1 h 3 minOur guest is Robert Leitz of iolite Capital. We discuss MTY, which has a 14% FCF yield and multiple bidders looking to pay a premium to today's price! More about iolite Capital…
- AbraSilver with Samir Mohamed · 58 minMy guest is Samir Mohamed. He manages his own capital on a full-time basis. The last time he was on the podcast, the idea did 2x in 6 months! Samir's 2x idea: click here |…
- Akamai Technologies with Steve Gorelik · 56 minMy guest is Steve Gorelik. We discuss AKAM - a potentially cheaper way to play AI. Steve is the Fund Manager of Firebird U.S. Value Fund as well as portfolio manager of…
- Abra High Yield Bonds with Oleg · 54 minMy guest is professional investor Oleg, who originally pitched this idea at the FatAlpha Value (Cyprus) conference. Oleg is a seasoned professional investor with extensive…
- Novo Nordisk with Ole Søeberg · 50 minMy guest is Ole Søeberg. Ole runs Nordic Investment Partners. He also works as an introducer for Brock Milton Capital, hosts an investor podcast in Danish, and hosts the Nordic…
- Japan with Robert Karas · 1 h 6 minMy guest is Robert Karas. Robert is CIO of Bank Gutmann and a CFA Charterholder. He shared his insights into Japan, where he sees real change and opportunity. In this podcast, we…
- G Mining with Samir Mohamed · 1 h 35 minMy guest is Samir Mohamed. I've known Samir for a decade and he has been a frequent presenter at my events in Cyprus and Asia. He has also presented several times at MOI Global…
- San Juan Basin Royalty Trust (SJT) with Brian Anast · 40 minMy guest is Brian Anast. Brian is one of the managing partners of Esoterica Investments. We discussed one of their largest positions which is San Juan Basin Trust (SJT) that is…
- ASSA with Pon Van Compernolle · 49 minMy guest is Pon Van Compernolle, and we discuss an Indonesian company called Adi Sarana Armada (ASSA) with a 3x P/E! Pon is a fund manager out of Thailand who invests in equities…
- Howden Joinery with Jeff Gilbert · 1 h 8 minMy guest is Jeff Gilbert, a forensic accountant and CPA. We discussed UK-listed Howden Joinery with the ticker HWDN. Subscribe so you don't miss any investment ideas discussed!…
- Grupo Empresarial San Jose with Marcel Gozali · 42 minMy guest is Marcel Gozali, a full-time professional investor operating out of Singapore. A CFA Charterholder and Columbia graduate, Marcel held various positions within the…
- UAC Nigeria with Tim Staermose · 1 h 8 minMy guest is Tim Staermose, manager of the African Lions Fund. The African Lions Fund is one of the top-performing frontier funds. We discussed Nigeria's macro and politics, and…
- International Workspace Group (IWG) with Simon Caufield · 1 h 20 minMy guest is Simon Caufield. Simon founded a software business that he sold and became a full-time investor. He has been coming to my conference (cyprusvalueinvestor.com) since…
- Special Situation Powermatic Data Systems with Hadiyanto Wibawa · 48 minMy guest is Hadiyanto Wibawa. Hadiyanto is the founder and managing partner of Arunika Capital. Arunika is modeled after the original Buffett Partnership with no management fee…
- Allfunds with Julio Utrera · 1 h 4 minMy guest is Julio Utrera, senior analyst at Southeastern Asset Management. We discussed Allfunds which is listed in the Netherlands. You can read more about Julio and his firm at…
