No fluff. Just ideas. By FatAlpha
Episodes
eToro with Antonio Velardo
07 Apr 2026
Contributed by Lukas
My guest is Antonio Velardo. He is CIO and head of a single-family office. Our topic is eToro, the social trading platform that was listed in the USA ...
Greggs Plc with Adamos Hadjiantoniou
04 Mar 2026
Contributed by Lukas
My guest is fellow CFA Charterholder Adamos Hadjiantoniou, professional investor and co-founder StockOpine Ltd, an investment newsletter. Our topic is...
MTY Food Group with Robert Leitz
28 Jan 2026
Contributed by Lukas
Our guest is Robert Leitz of iolite Capital. We discuss MTY, which has a 14% FCF yield and multiple bidders looking to pay a premium to today's pr...
AbraSilver with Samir Mohamed
18 Dec 2025
Contributed by Lukas
My guest is Samir Mohamed. He manages his own capital on a full-time basis. The last time he was on the podcast, the idea did 2x in 6 months! Samir...
Akamai Technologies with Steve Gorelik
17 Nov 2025
Contributed by Lukas
My guest is Steve Gorelik. We discuss AKAM - a potentially cheaper way to play AI.Steve is the Fund Manager of Firebird U.S. Value Fund as well as por...
Abra High Yield Bonds with Oleg
24 Oct 2025
Contributed by Lukas
My guest is professional investor Oleg, who originally pitched this idea at the FatAlpha Value (Cyprus) conference. Oleg is a seasoned professional in...
Novo Nordisk with Ole Søeberg
31 Aug 2025
Contributed by Lukas
My guest is Ole Søeberg. Ole runs Nordic Investment Partners. He also works as an introducer for Brock Milton Capital, hosts an investor podcast in...
Japan with Robert Karas
31 Jul 2025
Contributed by Lukas
My guest is Robert Karas. Robert is CIO of Bank Gutmann and a CFA Charterholder. He shared his insights into Japan, where he sees real change and oppo...
G Mining with Samir Mohamed
23 Jun 2025
Contributed by Lukas
My guest is Samir Mohamed. I've known Samir for a decade and he has been a frequent presenter at my events in Cyprus and Asia. He has also present...
San Juan Basin Royalty Trust (SJT) with Brian Anast
23 May 2025
Contributed by Lukas
My guest is Brian Anast. Brian is one of the managing partners of Esoterica Investments. We discussed one of their largest positions which is San Juan...
ASSA with Pon Van Compernolle
28 Apr 2025
Contributed by Lukas
My guest is Pon Van Compernolle, and we discuss an Indonesian company called Adi Sarana Armada (ASSA) with a 3x P/E! Pon is a fund manager out of Thai...
Howden Joinery with Jeff Gilbert
18 Mar 2025
Contributed by Lukas
My guest is Jeff Gilbert, a forensic accountant and CPA. We discussed UK-listed Howden Joinery with the ticker HWDN. Subscribe so you don't miss a...
Grupo Empresarial San Jose with Marcel Gozali
24 Feb 2025
Contributed by Lukas
My guest is Marcel Gozali, a full-time professional investor operating out of Singapore. A CFA Charterholder and Columbia graduate, Marcel held variou...
UAC Nigeria with Tim Staermose
27 Jan 2025
Contributed by Lukas
My guest is Tim Staermose, manager of the African Lions Fund. The African Lions Fund is one of the top-performing frontier funds. We discussed Nigeria...
International Workspace Group (IWG) with Simon Caufield
22 Dec 2024
Contributed by Lukas
My guest is Simon Caufield. Simon founded a software business that he sold and became a full-time investor. He has been coming to my conference (cypru...
Special Situation Powermatic Data Systems with Hadiyanto Wibawa
26 Nov 2024
Contributed by Lukas
My guest is Hadiyanto Wibawa. Hadiyanto is the founder and managing partner of Arunika Capital. Arunika is modeled after the original Buffett Partners...
Allfunds with Julio Utrera
28 Oct 2024
Contributed by Lukas
My guest is Julio Utrera, senior analyst at Southeastern Asset Management. We discussed Allfunds which is listed in the Netherlands. You can read more...
AMA Group with Arthur van der Linden
29 Sep 2024
Contributed by Lukas
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 ...
Contrarian Options Trade Ideas with Adam Siegel and Brian Anast
23 Aug 2024
Contributed by Lukas
My guests are Adam Siegel and Brian Anast of Esoterica Investments. We discussed a fascinating option position that took the opposite view from many r...
Bank of Georgia with Harvey Sawikin
03 Jul 2024
Contributed by Lukas
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 Geor...
Lovesac with Austin Crites
19 Jun 2024
Contributed by Lukas
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. ...
British American Tobacco with Evan Tindell
24 May 2024
Contributed by Lukas
My guest is Evan Tindel, Chief Investment Officer of Bireme Capital. We discuss British American Tobacco that is listed in London with the ticker symb...