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FatAlpha

Struggling to find undervalued stocks? Join 1,000+ investors and get researched stock picks from a 20+ year investing veteran — free in your inbox. (Not investment advice)

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PricingOnly free issuesPublishesTwice weekly
Issues58Founded2 years agoLast Issue22 days ago
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Latest Issues

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...

22 days ago
10
3

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...

a month ago
15
6

eToro with Antonio Velardo

Antonio Velardo was going to pitch eToro at FatAlpha Value (Asia) in Ho Chi Minh City in March. He submitted a very interesting presentation, and I was looking forward to it. Unfortunately, due to the war, he couldn’t make it. So I asked hi...

2 months ago
5

Greggs Plc with Adamos Hadjiantoniou

Professional investor Adamos Hadjiantoniou, and the founder of StockOpine, shared his view on Greggs (LSE:GRG) with us last week on the podcast. Greggs, which is an interesting value play, is the UK’s largest bakery chain specializing in on...

3 months ago
6

MTY Food Group with Robert Leitz

Today, I’m sharing with you a podcast interview I did with Robert Leitz. We discuss MTY Food Group, which is listed in Toronto (click here for the TradingView Chart). The company’s stock has a c. 14% FCF yield and has recently been in the n...

4 months ago
6

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  • FatAlpha

    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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