No fluff. Just ideas. By FatAlpha

Think 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. His entire token usage fits inside a $20-a-month account with room to spare.

In this episode, we cover how he set it up, what the agents actually do, and what the results have been. It's a practical walkthrough for one- and two-person investment teams, not a theory session.

ABOUT JOEL SCHOLSJoel is a telecommunications engineer who spent his career in ICT. Twenty years ago, he founded his own company, grew it largely by acquiring distressed businesses, and sold it in 2018 to one of Belgium's leading operators. That experience led him to value investing. With Sam Hollanders, he co-founded Chess Capital, a zero management fee fund, with a regulated Luxembourg fund in progress.

RESOURCES JOEL RECOMMENDS

Kevin Schoovaerts' Substack: 'Invest with AI'
Introduction to Andrej Karpathy's Second Brain philosophy: Link
The basics of Antigravity: Link 1, Link 2
Evan Bleker's netnets community: Link

JOIN US LIVE

Joel is running a Q&A on AI agents at the 3rd FatAlpha Value Online Conference, October 22–23. Plus 12 live stock pitches, audience Q&A, networking, and full replay access.

Details: https://fatalphavalue.com/online

Our free newsletter: https://fatalpha.substack.com

My 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 coverage and consistently outperforming company guidance!Links to YouTube & Apple Podcasts: https://fatalpha.substack.comStone Sentinel Capital: https://www.stonescap.com/Join our ONLINE stock idea fest: https://fatalphavalue.com/online

We 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 manager at Kasikorn Asset Management, shares her insights in this podcast episode.

Links to YouTube and Apple podcast, as well as other ideas: ⁠https://fatalpha.substack.com

My 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 symbol ETOR.

Watch the video so you can see the slides!

Connect with Antonio: https://www.linkedin.com/in/antoniovelardo/

Find links to YouTube and Apple podcast, as well as MORE ideas: https://fatalpha.substack.com

My guest is fellow CFA Charterholder Adamos Hadjiantoniou, professional investor and co-founder StockOpine Ltd, an investment newsletter.

Our topic is Greggs plc (GRG), the UK-listed on-the-go food retailer that looks like an interesting stock opportunity!

Connect with Adamos: StockOpine: https://www.stockopine.com/ Adamos on LinkedIn: here

Check out other stock ideas, podcast episodes, and events here

Join us in Rio: https://fatalphavalue.com/latam

Our 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: www.iolitecapital.com. Links to YouTube and Apple: click here. Stock ideas and more: fatalpha.com

My 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 | Connect with Samir: LinkedIn | More ideas at our free Substack: click here | Check out our 2nd in-person Asia event here

My 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 Firebird’s Eastern Europe and Russia Funds.

More about Firebird: fbird.com

More actionable ideas: Our Online Event (click here)

Links to YouTube and Apple Podcast at Our Free Substack (click here)

My guest is professional investor Oleg, who originally pitched this idea at the FatAlpha Value (Cyprus) conference.

Oleg is a seasoned professional investor with extensive experience in special and distressed situations in Emerging Markets.

See the intro piece I wrote that discusses the structure and bond details at my free Substack. Links mentioned on the podcast can also be found there: https://fatalpha.substack.comFor info on the online and in-person conferences: https://fatalphavalue.com/

My 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 Value Conference in Denmark. He is a shareholder of Novo Nordisk and has been following the company for many years. Ole shared his views on the company. Check out our discussion!

You can read more about Ole Søeberg and reach out to him at https://nordic-investment-partners.com/

Stock ideas and more at my free Substack - https://fatalpha.substack.com