business
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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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Contact path
Verified email
Booking probability
26%
Guest openness
Selective
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Signup to Generate a PitchNo 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.
Recent episodes include "He Built an AI Agent to Monitor His Stocks, No Code, $20/Month in Tokens" (11 September 2026, 74 minutes), "Ascentech with Marcel Gozali" (26 June 2026, 69 minutes), and "Ascentech with Marcel Gozali" (26 June 2026, 69 minutes).
No fluff. Just ideas. By FatAlpha publishes roughly monthly, with episodes averaging 60 minutes across 25 episodes.
Booking probability for No fluff. Just ideas. By FatAlpha is 26%, and the host is rated Selective on guests. No fluff. Just ideas. By FatAlpha requires a Pod Score of 80 or higher. No fluff. Just ideas. By FatAlpha's contact route on record: verified email.
The strongest fits for No fluff. Just ideas. By FatAlpha are Investment Banking & Trading. No fluff. Just ideas. By FatAlpha has a business audience.
No fluff. Just ideas. By FatAlpha is a business podcast with 25 episodes published.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
No fluff. Just ideas. By FatAlpha
Think you need to code to use AI agents? Joel Schols didn't write a single line. Joel is a fund manager at Chess Capital who built an AI agent to monitor his net-net positions. His entire token usage fits inside a...
No fluff. Just ideas. By FatAlpha
My guest 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...
No fluff. Just ideas. By FatAlpha
<p>My guest 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...
No fluff. Just ideas. By FatAlpha
<p>We explore the opportunity in AI memory. Why this flash sale won't last. How memory impacts AI capabilities and the underestimated demand. </p><p>Rin Narakornpijit, a co-portfolio manager at Kasikorn Asset...
No fluff. Just ideas. By FatAlpha
<p>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 last year with the ticker symbol ETOR.</p><p>Watch the video so...
No fluff. Just ideas. By FatAlpha
<p>My guest is fellow CFA Charterholder Adamos Hadjiantoniou, professional investor and co-founder StockOpine Ltd, an investment newsletter. </p><p>Our topic is Greggs plc (GRG), the UK-listed on-the-go food retailer...
No fluff. Just ideas. By FatAlpha
<p>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 price! More about iolite Capital: www.iolitecapital.com. Links to...
No fluff. Just ideas. By FatAlpha
<p>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! </p><p>Samir's 2x idea: click here | Connect with Samir: LinkedIn | More...
No fluff. Just ideas. By FatAlpha
<p>My guest is Steve Gorelik. We discuss AKAM - a potentially cheaper way to play AI.</p><p>Steve is the Fund Manager of Firebird U.S. Value Fund as well as portfolio manager of Firebird’s Eastern Europe and Russia...
No fluff. Just ideas. By FatAlpha
<p>My guest is professional investor Oleg, who originally pitched this idea at the FatAlpha Value (Cyprus) conference. </p><p>Oleg is a seasoned professional investor with extensive experience in special and distressed...
No fluff. Just ideas. By FatAlpha
<p>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 Danish, and hosts the Nordic Value Conference in Denmark. He is a...
No fluff. Just ideas. By FatAlpha
<p>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 opportunity. In this podcast, we talk about 2 stocks he finds...
No fluff. Just ideas. By FatAlpha
<p>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 presented several times at MOI Global. Samir manages his own capital on a...
No fluff. Just ideas. By FatAlpha
<p>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 Basin Trust (SJT) that is listed in the United States. You can...
No fluff. Just ideas. By FatAlpha
<p>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 Thailand who invests in equities in South East Asia (Thailand...
No fluff. Just ideas. By FatAlpha
<p>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 any investment ideas discussed! Check out more investment ideas and...
No fluff. Just ideas. By FatAlpha
<p>My guest is Marcel Gozali, a full-time professional investor operating out of Singapore. A CFA Charterholder and Columbia graduate, Marcel held various positions within the industry, including managing his own fund...
No fluff. Just ideas. By FatAlpha
<p>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's macro and politics, and UAC Nigeria (UACN) which is listed on...
No fluff. Just ideas. By FatAlpha
<p>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 (cyprusvalueinvestor.com) since inception and I greatly respect him. He...
No fluff. Just ideas. By FatAlpha
<p>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...
Recent guests on No fluff. Just ideas. By FatAlpha. Study who booked and why before you pitch.
Chief Investment Officer, Privatbank Gutmann
StockOpine Ltd
iolite Capital
Arunika Capital
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