Alex of Rome Capital
Alex FengSpecial situation and small- and mid-cap growth stock investment thesis
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 15 | Founded | 4 years ago | Last Issue | a month ago |
| Active | |||||
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alexfeng.substack.comLatest Issues
Rome Capital 2025 Annual Report
Letter of Chief Investment Officer
April 2026
Dear friends,
2025 ended well for stock indices, but the path was anything but smooth. The S&P 500 returned 17.9%, its third consecutive year of double-digit gains, and the Russell 2000 ret...
Cooper-Standard Holdings (NYSE: CPS)
Executive SUMMARY
• The margin recovery is structural. In 2022, CPS raised its hurdle rate for new business by approximately 500 basis points. Programs awarded at the new rates take 2–3 years to enter production — meaning the margin lift...
Rome Capital 2025 Interim Report
Rome Capital 2025 Interim Report
Letter of Chief Investment Officer
September 2025
Dear friends,
The first half of 2025 has already proven to be an eventful and turbulent year. Some uncertainties persist, such as the ongoing war in...
NCR Atleos (NATL NYSE)- the SaaS-like transformation of the ATM Industry
Dear Readers,
The level of uncertainty in global markets has risen sharply in recent weeks. In such a challenging environment, industries like consumer discretionary are likely to face significant headwinds. However, companies that provide...
Rome Capital 2024 Annual Report
Company Overview
Rome Capital is a privately owned investment management firm. Our strategy focuses on special situations and small/mid-cap growth compounder investments in North American and European exchanges. Our firm was founded in...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Alex of Rome Capital.
| Subscribers | Engagement | 69 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
A value investor in global stocks. MBA from Columbia Business School, Value Investing Program.
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