FatAlpha
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| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 40 | Subscribers | Read | fatalpha.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Novo Nordisk with Ole Søeberg
A few days ago, I broke down Novo Nordisk’s revenue and drugs, as well as provided some thoughts on what was priced into the stock. Check out that short piece here. Today, I share a podcast episode I did for my podcast “No Fluff, Just Ideas...
What's priced in for Novo Nordisk?
One of the most talked-about stocks among value investors is Novo Nordisk. That’s why I asked my favourite Danish professional investor, Ole Soeberg, to do a podcast with me tomorrow. So look out for the episode in the next few days.
Japan with Robert Karas
As promised in this piece, where I touched on 2 Japanese stocks, here is the interview with 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. I...
Japanese Stock Ideas
I’m looking at JVC Kenwood and Nippon Paint. Both are listed in Japan, which will be the topic of my next podcast. I’ll be interviewing Robert Karas, who recently went to Japan, and will share his thoughts on the country and those two compa...
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Authors
The writers behind this newsletter.
Seasoned asset management professional with experience in both fixed-income and equities in developed & emerging markets. Previously with Zurich-based Veraison Capital AG & London-based Argo Capital Management. CFA Charterholder & Fulbright Scholar.
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