FatAlpha
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| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 65 | Founded | 3 years ago | Last Issue | 4 days ago |
| Active | |||||
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fatalpha.substack.comLatest Issues
Was Trump right about DELL?
Trump told people in May and July to “go out and buy a Dell” and that his “son loves their laptop”. He bought the stock in February, and the government awarded a 5-year agreement to Dell… But does he understand the company? It certainly isn...
Japan Part 2: Kyoto, Nara, and a Real Threat to Disney
As promised, here is part 2 of my trip to Japan this summer. (Part one here).
Even though we were in Tokyo for 5 days, it didn’t seem like enough. There is just so much to see and do. With 37 million people in Greater Tokyo, it feels like...
My High-Conviction Idea for This Summer: Japan
My high-conviction idea for this summer is Japan!
And I mean as a vacation :)
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Super interesting, ridiculously fun, and surprisingly good value. The only thi...
UBS is wrong on Palantir
UBS released a report on June 15, setting a $200 price target based on 77x 2027E FCF. That implies a growth expectation similar to Cisco in 1999. CSCO shareholders had to wait 26 years to get to breakeven! Investors who are long PLTR must b...
Ascentech with Stone Sentinel Capital
On the podcast this month 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 compa...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for FatAlpha.
| Subscribers | Engagement | 73 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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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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