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Pro Investors Who Beat the Market by 3×
Evidence from my podcast and events
Nov 28
•
FatAlpha
5
1
Small-cap UK Compounder
What do you get when a Slot Machine and Bingo have a kid?
Nov 21
•
FatAlpha
6
1
Akamai with Steve Gorelik
Podcast with Firebird's U.S. fund manager
Nov 17
•
FatAlpha
1
1
Akamai in Plain English
Prep work before my Podcast with Steve Gorelik
Nov 13
•
FatAlpha
2
1
Crocs: When Pessimism Creates Opportunity
Crocs’ stock is a case where all the focus is on the negative while completely ignoring any positives.
Nov 11
•
FatAlpha
11
2
Novo's problem isn't the drugs
Conservative FCF scenarios
Nov 6
•
FatAlpha
4
8
1
Supreme Returns from Supreme Plc?
U.K. Small-Cap Opportunity
Nov 4
•
FatAlpha
3
1
October 2025
Abra High Yield Bonds with Oleg
24% return if called!
Oct 24
•
FatAlpha
1
1
Evolution can't get a break!
Value trap or opportunity
Oct 23
•
FatAlpha
8
1
Abra Global: LATAM Opportunity?
At the 10th FatAlpha Value (Cyprus) conference, one of the ideas presented was a high-yield bond of a company called Abra Global.
Oct 21
•
FatAlpha
6
2
1
It's a fact that FactSet looks cheap!
Valuation of FDS
Oct 17
•
FatAlpha
7
2
Taking 56% Profit Ahead of ASML Earnings
Updated Valuation
Oct 14
•
FatAlpha
8
1
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