No fluff. Just ideas. By FatAlpha

By FATALPHA LTD

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 th... more

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FAQs about No fluff. Just ideas. By FatAlpha:

How many episodes does No fluff. Just ideas. By FatAlpha have?

The podcast currently has 24 episodes available.

No fluff. Just ideas. By FatAlpha episodes:

June 26, 2026 Ascentech with Marcel Gozali
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
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1h 9min
May 05, 2026 AI Memory at 5x P/E: Why this won't last
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
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38min
April 07, 2026 eToro with Antonio Velardo
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
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1h 13min
March 04, 2026 Greggs Plc with Adamos Hadjiantoniou
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
...more
44min
January 28, 2026 MTY Food Group with Robert Leitz
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
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1h 3min
December 18, 2025 AbraSilver with Samir Mohamed
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
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59min
November 17, 2025 Akamai Technologies with Steve Gorelik
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)
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57min
October 24, 2025 Abra High Yield Bonds with Oleg
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/
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54min
August 31, 2025 Novo Nordisk with Ole Søeberg
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
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51min
July 31, 2025 Japan with Robert Karas
My 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 talk about 2 stocks he finds interesting, as well as the Bank Gutmann process and asset allocation.
Robert is one of the top finance influencers on LinkedIn worldwide. You can check out his profile and daily posts here and subscribe to his free newsletter here.
For a short intro on 2 companies discussed and many more stock ideas, subscribe both here and at my free Substack - ⁠https://fatalpha.substack.com
To check out the investor events I've been organising see https://fatalphavalue.com
...more
1h 7min

FAQs about No fluff. Just ideas. By FatAlpha:

How many episodes does No fluff. Just ideas. By FatAlpha have?

The podcast currently has 24 episodes available.