FatAlpha
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| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 61 | Founded | 2 years ago | Last Issue | 3 days ago |
| Active | |||||
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fatalpha.substack.comLatest Issues
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...
Gems from the Magic Screen
One of my readers commented on a piece (here) I wrote last year, in which I showed the output of a model based on my own twist on Greenblatt’s ‘Magic Formula’. I realized it’s been a while since I ran it, so I decided to a) see what happene...
Not all AI stocks are equal!
Half the investors I speak with think we're heading for a crash. The other half think AI changes everything. I honestly don’t know whether it’s 1995/96 or 1999! What I do know is that stock prices still reflect expectations for future cash...
AI memory at 5× P/E: Why this won’t last
As promised in my Sandisk piece, here is the podcast I did with Rin Narakornpijit on AI memory. We discuss the basics and why there is an opportunity in AI memory companies.
Rin is a Co-Portfolio Manager at Kasikorn Asset Management in Ban...
Take 90% profit in Sandisk?
Yes, I’m a lucky Sandisk owner, sitting on a 90% return on a < 2-month holding. Sell, hold, or buy more? But first, how did I end up with this position? Or, as one analyst said to me, “Sandisk, is Micron on steroids.” By the way, the next p...
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| Subscribers | Engagement | 67 | Monthly Web Visits | ||
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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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