Sophocles
@FatAlpha
📈 Value Investor | Focusing on Durable Moats 🎙️ "No Fluff, Just Ideas" Podcast 🌐 FatAlpha Value Conferences 🔔 Register Now https://fatalphavalue.com/online
As I prepare for my podcast with Robert Karas, I put some thoughts down on 2 stocks he will touch on: JVC Kenwood and Nippon Paint. open.substack.com/pub/fatalpha/p…

Sharing a few reflections from the Online Event I hosted. Recordings still available. Special thanks to all the amazing speakers, including Vitaliy Katsenelson, CFA, Andrew Stotz, CFA, @HarveySawikin, @Hedge_FundGirl , @evantindell , David Kessler, @BjornBeam , Pon Van…

Follow @evantindell who presented at FatAlpha Value Online yesterday. One of my fav managers who knows how to generate alpha.
CFOs: Do NOT do this! No one cares about sell side analyst SotP value and we definitely don't want you tracking that as a way to run your business. Show us: 1) FCF or EPS per share growth 2) returns on capital 3) shareholder returns
Who would have thought? Tel Aviv 125 is up 22% YTD vs 4% for S&P 500! TASE which was pitched as an idea by Yoav Zelikovic יואב זליקוביץ at FatAlpha Value (Cyprus) is up 47% YTD, outpacing both! Nice call Yoav! Events by investors for investors: fatalphavalue.com

🔥Amazing speakers, great stock ideas! 💻A few hours left for people to register. fatalphavalue.com/online

🗓️ This Friday, I’m hosting an online event featuring an all-star line-up of fund managers who consistently outperform the market. 💻 Most attendees are professionals, but some beginners will join too. 🎁 4 free bonuses. 1 of the free bonuses will be an Accounting 101 ebook for…

Will NOT happen again in 2025. 2 days left to register for stock ideas and insights from a mastermind group of investors, including @evantindell , Vitaliy Katsenelson, CFA, David Kessler, Andrew Stotz, Evan Tindell, @HarveySawikin, Pon Van Compernolle, Jeffrey Gilbert, Adam…

Interested in a potential multi-bagger? Check out this podcast episode where I interview Samir Mohamed on G Mining $GMIN - his biggest position! Links to YouTube, Spotify, Apple Podcasts can be found here: fatalpha.substack.com/p/g-mining-wit… #valueinvesting

While doing due diligence on $ULTA last year, I turned to YouTube and podcasts to better what customers thought. What I found shocked me. The number of self-proclaimed “stock market experts” with massive followings but zero experience, no track record, and little real knowledge.…

Meet Jeff Gilbert. His topic: "Frauds, red flags, and accounting scandals – Essential lessons in forensic accounting to protect your capital". OPEN for everyone. Recording available post-event. Register now: fatalphavalue.com/online Although I met him a few times, I really got to…

Meet Andrew Stotz. His topic: New Valuation Mistakes. Andrew will cover common errors that analysts make, as well as new ones he recently noticed. Regardless of your level and experience, this topic will help take your skills to the next level. OPEN for everyone. Live and…

Interested in gold? Then check out this undervalued gold miner $GMIN with c. 50% upside! No paywall. fatalpha.substack.com/p/undervalued-…

Meet @evantindell . He will present a stock idea. c. 20% annually is the rate Evan has compounded for almost a decade! Can you afford to miss Evan's presentation? OPEN for everyone. Live and recorded to view post-event. Register now: fatalphavalue.com/online What do value…

Meet Tim Staermose. His topic: "Investing in Africa: A deep dive into the unique landscape and growth prospects of African markets". The event is OPEN for everyone and will be recorded. Register: fatalphavalue.com/online I stumbled upon Tim's articles on African stocks some years…

Meet Adam Siegel. His topic: "Advanced Option Strategies: Practical applications for risk management and asymmetric returns". The event is OPEN for everyone and will be recorded. Register at: fatalphavalue.com/online When I ask, "Who is the smartest guy in the room?", my friend…

When you bring together top fund managers, you get top ideas that perform! A sample of the 1-year performance (in USD) of ideas presented at FatAlpha Value. Check out the upcoming Online live event on June 27-28 that is OPEN to everyone and will be recorded. Register:…

I’m long Ryanair $RYA and have pitched it at an investor conference. Check out my thoughts on the company and the valuation. Get My Exclusive Investor Stock Picks & Insights —F REE. fatalpha.substack.com/p/how-high-can… #valueinvesting #stockideas

Thank you for doing this. I'm looking forward to seeing what the questions will be from the audience!
Really excited to speak at this conference