@fatalpha.bsky.social
π Value Investor | Portfolio Manager π FatAlpha.com β π‘ ideas β’ ποΈ podcast β’ π events π₯ Join our community for actionable ideas + investor chat π Dec 4β5 Online Event β fatalphavalue.com/online
On the podcast, we have 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! Links to Spotify, Apple Podcasts, and YouTube are available in the article below.
fatalpha.substack.com/p/mty-food-g...
We have a few seats left for our 2nd Asia edition,
based on a flagship Cyprus format weβve been running for 10 years.
40 stock ideas over 3 days.
Details, Testimonials, etc β fatalphavalue.com/asia
Are datacenters in space fake news?
According to Doomberg, the International Space Station (ISS) can power c. 50 $NVDA Blackwell chips. Datacenters on earth typically power 100,000+
So just 1 data center would need 2,000 ISS orbiting the earth...
newsletter.doomberg.com/p/lost-in-sp...
This holiday, I feel blessed to have fantastic investors like Samir Mohamed in my FatAlpha Value community. 6 months ago, we did a podcast where his idea 2x. New episode today with links to YouTube, Spotify, and Apple Podcast: fatalpha.substack.com/p/abrasilver...
18.12.2025 10:18 β π 0 π 0 π¬ 0 π 0
π₯ Our 2nd Online event is wrapped β and it beat the first.
π 12 investors -> their highest-conviction ideas.
βΆοΈ Recordings now on sale.
β Review "Your efforts deserve 10x the number of investors.β
π₯ Watch the recordings: fatalphavalue.com/online
π₯ 5 hours of ideas and discussion done!
β‘ Another 5 coming up today!
πΎ Missed yesterday? Everythingβs recorded
π‘ Donβt miss detailed discussions on stock ideas
π Ideas ranged from deep value to growth.
π€ Buzzing networking room
ποΈ Join us today: fatalphavalue.com/online
While AI can generate short videos like the one below (after many prompts...) and assist with research, it's still very far from replacing talented fund managers like those at my FatAlpha Value events. Looking forward to today and tomorrow -> fatalphavalue.com/online
04.12.2025 08:57 β π 0 π 0 π¬ 0 π 0 β‘ Talk is cheap. Results aren't.
π Our speakers crushed the market.
π₯ When the S&P did 15%, they did 30%+
π
Event starts tomorrow.
ποΈ Get your ticket today: fatalphavalue.com/online
#valueinvesting #investing #stocks #financialliteracy #investsmart #financialsuccess #cfa #fundmanagement
π To succeed in investing, you need a trusted network that provides honest insights and access to plenty of good ideas.
π₯ 12 pros presenting ideas
π
December 4-5, 2025
ποΈΒ Tickets starting at β¬99.
π fatalphavalue.com/online
β¨ Donβt miss it. The 3rd Online event wonβt happen for another year.
Avi Fruchter, the CIO of Vintra Capital LLP, is one of the kindest and nicest managers I've met. And he always seems to have interesting ideas that I want to investigate further! He recently spoke at the Sohn Conference London and will be joining us this week -> fatalphavalue.com/online
30.11.2025 20:53 β π 0 π 0 π¬ 0 π 0
Naard is one of those managers who is always involved in solid companies with good management and business models. Check out his next idea at fatalphavalue.com/online
Naard is a partner at Wealtheon Asset Management - a wealth manager with offices in Belgium, the Netherlands, and Switzerland.
ποΈ Podcast ideas beat the market by 3Γ
π Event ideas outperformed over 1, 3, and 5 years
π Substack post: fatalpha.substack.com/p/pro-invest...
On "No Fluff, Just Ideas" Podcast, I bring smart investors like Julio Utrera to talk about specific ideas. Since airing Allfunds is 30%+ (better than NVDA). Next week, I'll have 12 pro pitching ideas at the 2nd FatAlpha Value Online Conference. Can you afford to miss it? fatalphavalue.com/online
27.11.2025 16:21 β π 0 π 0 π¬ 0 π 0
Patrick covers consumer staples and healthcare at Kopernik Global. He will be sharing a high-conviction idea at our 2nd Online event: fatalphavalue.com/online
Patrick has worked in the industry since 2015, including roles at JPMorgan Chase and KPMG.
Evgeny's idea last year delivered 253%. He is now sharing his next high conviction idea at the 2nd FatAlpha Value Online Conference.
Join us -> fatalphavalue.com/online
He worked for 14+ years in the asset management industry. He currently runs an AI Wealth Management start-up in Cyprus.
Wesley is a CFA Charterholder and the in-house Asia fund manager for a UK single-family office based in London. Heβll present an Asia-focused idea at our 2nd Online event. Join us β fatalphavalue.com/online
24.11.2025 19:57 β π 0 π 0 π¬ 0 π 0
Jonathan Tanne, the CIO and founder of Tangible Investment Management, will be sharing a high conviction idea with us See β fatalphavalue.com/online
Tangibleβs strategy is a long-term approach with an emphasis on compounding and capital preservation. He lives in London with his wife and 3 children.
β Compounder at 6x EBITDA, double-digit growth, no debt, chairman owns 9%, growing TAM, etc. Link: fatalpha.substack.com/p/small-cap-...
β Also, see Ideas-only online event: fatalphavalue.com/online
Anatoly Fedorov brings proven portfolio performance and expertise to our Online event -> fatalphavalue.com/online
Anatoly is a PM & Head of Equities at Signet. He brings over 12 years of hands-on experience across long-short equity, and merger arbitrage. Previously he worked as a VP at J.P. Morgan.
A true gentleman with interesting ideas. Alexander is the CEO of DELMO and is based in Bolzano, Italy. He manages his own family's money, so he really puts his money where his mouth is!
Check out our great speakers and full bios -> fatalphavalue.com/online
John Zolidis - Founder of Quo Vadis Capital, award-winning analyst (selected as RETHINK Top Retail ExpertΒ forΒ 2025, WSJ 'Best of the Street'), and investor, will be presenting a stock idea at the Online Conference I'm organising. Don't miss it -> fatalphavalue.com/online
18.11.2025 14:38 β π 0 π 0 π¬ 0 π 0
Those who know listen when Firebird's Steven Gorelik has something to say! A podcast episode where we discuss Akamai Technologies ($AKAM) in depth.
-> Don't miss this potentially cheaper way to play the AI trend.
-> Links to Spotify, Apple Podcasts, YouTube: fatalpha.substack.com/p/akamai-wit...
Great ideas Live + Recorded + WhatsApp Chat -> fatalphavalue.com/online
Alfreton has received multiple nominations and awards for its outstanding performance. Listen to George Harper pitch another great idea from a firm that knows how to perform for its clients!
-> Oracle shares down to c.$220.
-> To raise more debt: +$56B; total debt to c$170B; 4.7x debt to ebitda.
-> FCF LTM has turned negative!
-> Pie (EV) doesnβt change just transferred
-> A risk here if AI investments donβt boost earningsβ¦
-> Better risk/return opportunities: fatalphavalue.com/online
I met Adamos Hadjiantoniou years ago when he was treasurer of CFA Society Cyprus. After many chats on investing, I invited him to FatAlpha Value and heβs joined ever since. Heβll present a quality stock idea with a cheap valuation at our Online Conference π fatalphavalue.com/online
14.11.2025 16:37 β π 1 π 0 π¬ 0 π 1
ποΈ Akamai β Podcast with a star investor coming soon
π Drop your questions in the comments and Iβll ask them
π Valuation looks reasonable, but SBC is taking a big slice
π Full piece: fatalpha.substack.com/p/akamai-in-...
π Even the cheapest valuation wonβt save you from country risk.
π³οΈ Ekrem Δ°mamoΔluβs popularity grew too muchβ¦
π He beat ErdoΔanβs candidate in a landslide for mayor
βοΈ Prosecution wants 2,352 years in prison
π For top ideas in more reliable countries: fatalphavalue.com/online
Christian Freischutz introduced me to Ole SΓΈeberg back in 2018. Heβs joined my Cyprus event every year with strong long-term ideas. Heβll share a new stock pitch at our Online Conference β with live Q&A and investor chat.
π fatalphavalue.com/online
π©΄ Crocs has grown volume in 19 of the last 21 years.
Yet the marketβs pricing it like the brandβs dead.
Hereβs why I think itβs an opportunity $CROX π
fatalpha.substack.com/p/crocs-when...
π― Our Online Conference is coming up:
12 professionals pitching live.
Join here: fatalphavalue.com/online
Was this Novoβs plan all along? Get Pfizer to overpay for unproven drug which if it fails would take them out of the obesity race?
www.barrons.com/articles/met...
