No fluff. Just ideas. By FatAlpha

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No fluff. Just ideas. By FatAlpha

No fluff, just ideas. Sophocles and his guests discuss interesting stock ideas from around the world. The goal is to have meaningful discussions by getting into the numbers and better understanding the opportunity. Thank you for joining us. This podcast is being made available for educational purposes only and should not be used for any other purpose. The full disclaimer is at the end of each podcast episode. See the latest episodes: ⁠fatalpha.com/podcast⁠

Episodios

  1. 26 NOV

    Special Situation Powermatic Data Systems with Hadiyanto Wibawa

    My guest is Hadiyanto Wibawa. Hadiyanto is the founder and managing partner of Arunika Capital. Arunika is modeled after the original Buffett Partnership with no management fee, a high water mark, and a performance allocation applied only to profits exceeding a 6% compounding hurdle. Hadi is personally invested alongside the limited partners. Hadi was born in Indonesia and educated in Singapore. We discussed Powermatic Data Systems which is listed in Singapore. Recently the stock dropped on weaker operating results but with the potential for recovery. But more importantly, management has been in the process of releasing value via a property sale and a special dividend. You can reach out to Hadiyanto at arunikacapital.com To access more episodes, the audio versions on Spotify, Apple Podcasts and video on YouTube go to: ⁠⁠fatalpha.com/podcast⁠⁠

    48 min

  2. 28 OCT

    Allfunds with Julio Utrera

    My guest is Julio Utrera, senior analyst at Southeastern Asset Management. We discussed Allfunds which is listed in the Netherlands. You can read more about Julio and his firm at ⁠southeasternasset.com See the latest episodes: ⁠⁠fatalpha.com/podcast⁠⁠

    1 h y 5 min

  3. 29 SEPT

    AMA Group with Arthur van der Linden

    My guest is Arthur van der Linden founder of Grit Capital. We discuss AMA Group (listed in Australia). You can read more about Arthur and his firm at gritcap.com or his Twitter at x.com/avdl_ See the latest episodes: ⁠⁠fatalpha.com/podcast⁠⁠

    1 h y 15 min

  4. 23 AGO

    Contrarian Options Trade Ideas with Adam Siegel and Brian Anast

    My guests are Adam Siegel and Brian Anast of Esoterica Investments. We discussed a fascinating option position that took the opposite view from many recently fashionable ETFs. You can read more about Esoterica at ⁠esoinv.com⁠ See the latest episodes: ⁠fatalpha.com/podcast⁠

    1 h y 26 min

  5. 3 JUL

    Bank of Georgia with Harvey Sawikin

    My guest is Harvey Sawikin co-founder of Firebird Management and lead manager of Firebird’s Eastern Europe and Russia funds. We discuss Bank of Georgia (listed in London with the ticker BGEO), Georgia politics and macro, as well as Emerging Markets in general. You can read more about Harvey and his firm at ⁠fbird.com⁠, check out his substack at harveysawikin.substack.com, or read the fictional book he wrote at shorturl.at/paoXC See the latest episodes: fatalpha.com/podcast

    1 h y 19 min

  6. 19 JUN

    Lovesac with Austin Crites

    My guest is Austin Crites, Chief Investment Officer of Aurora Asset Management. We discuss Lovesac which is listed in the U.S. with the ticker LOVE. You can reach Austin at auroramgt.com or his Twitter at x.com/austincrites1 See the latest episodes: ⁠fatalpha.com/podcast⁠

    52 min

  7. 24 MAY

    British American Tobacco with Evan Tindell

    My guest is Evan Tindel, Chief Investment Officer of Bireme Capital. We discuss British American Tobacco that is listed in London with the ticker symbol BATS. You can reach Evan at biremecapital.com or his Twitter at x.com/evantindell See the latest episodes: ⁠fatalpha.com/podcast⁠

    44 min
  • 7 episodios

Acerca de

No fluff, just ideas. Sophocles and his guests discuss interesting stock ideas from around the world. The goal is to have meaningful discussions by getting into the numbers and better understanding the opportunity. Thank you for joining us. This podcast is being made available for educational purposes only and should not be used for any other purpose. The full disclaimer is at the end of each podcast episode. See the latest episodes: ⁠fatalpha.com/podcast⁠

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