Professional Investor. https://xitter.cf/t.co/rFldCTEwd8 → ideas • podcast • events Building an exclusive community for investors to share and discuss high-conviction ideas.

Joined September 2013
FatAlpha is hosting its 3rd Online Conference on October 22–23, 2026. Unlike our in-person conferences, our online event has no application process. 𝟐 𝐝𝐚𝐲𝐬 - 𝟏𝟒 𝐩𝐫𝐨𝐟𝐞𝐬𝐬𝐢𝐨𝐧𝐚𝐥 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬 - 𝟏𝟑 𝐢𝐝𝐞𝐚𝐬 - 𝐁𝐨𝐧𝐮𝐬 𝐀𝐈 𝐚𝐠𝐞𝐧𝐭𝐬 𝐬𝐞𝐬𝐬𝐢𝐨𝐧 Live and open to all. What to expect: - 13 company-specific investment ideas from portfolio managers, family offices, and analysts covering global markets - A bonus session on building AI agents for investing - Live Q&A following each presentation - 4 networking sessions - Full replays for those unable to attend live. - Access to a private WhatsApp group with speakers and attendees Speakers include: - David Souccar — CIO, Vontobel Quality Growth ($10bn+ AuM) - Tim McElvaine — McElvaine Investment Management; 12 years working under legendary investor Peter Cundill - Marina Sitsiuhina, CPA, CFA — Analyst, Kopernik Global ($11bn+ AuM) - @MikeFritzell — Author of the No. 1 newsletter on Asian stocks - Marcel Gozali — +251% for investors over the past 30 months; an idea he presented on our podcast three months ago is already +37% - @evantindell — CIO, Bireme Capital (21% 10-year CAGR) - Samir Mohamed — Full-time investor; previous pitches up 10x over three years and 2x over one year - Simon Caufield — Former B2B enterprise software owner, now family office investor; two previous ideas each returned 2x within a year - @Hedge_FundGirl — Three decades in markets; former Goldman Sachs, now partner at Wall Street Beats - Robert Leitz — Founder, Iolite Capital, Zurich - Joel Schols — Co-founder, Chess Capital, Belgium - Julio Coelho, CFA — Founder, Lapin Capital - Michael Kaspar — Portfolio Manager, Aquilla Nummus - Antonio Velardo — CIO, Moat Investing Celebrating 11 years of our Cyprus event, we are offering 20% off the Online ticket for a limited time only. Use discount code CYPRUS11 at checkout. Register: fatalphavalue.com/online Experience the same quality that has made our Cyprus conference one of the best in the world.
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One of my LinkedIn connections is starting a CFA Level 1 study group. I started writing her a few tips. It turned into an article! I passed all three levels on the first try and taught Level 1 for years. Here's some of what I tell every class: • Buy the BA II Plus today. Not next month. Today. • Master the calculation questions. There are only so many ways to ask them. • Tips for using the BA II Plus • Ethics isn't common sense. Learn the rules, even the ones that sound stupid. • Buy some notes. The source material is too long. • Take your first mock six weeks out. It will hurt. That's the point. 16 tips in total, plus why pass rates really fell. (Hint: the exam didn't get harder.) The full post is here: fatalpha.substack.com/p/why-…
🤖 Made with AI
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Underpromise, overdeliver. It’s what every investor wants from the management of the stocks we own. For my conferences, I try to do the same. I put myself in the attendee’s seat and ask: “Would I be happy with this event?” “Did it deliver everything I expected, and more?” “Was it worth the fee I paid?” That’s how I organize all my events, and the online conference is no different. When we launched, and even after more than half the tickets had sold, the promise was 12 stock-idea sessions and 4 networking sessions. What attendees will actually get: • 14 sessions: 13 stock ideas, plus a discussion and Q&A with a fund manager on building an AI agent to help us invest • 6 networking sessions instead of 4 • All on top of the existing WhatsApp group and investment forum for participants Underpromise, overdeliver. 22–23 October. Speaker details and registration: fatalphavalue.com/online
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Joel Schols built AI agents to watch his stocks. On the podcast last month, Joel walked me through the AI agent he built to monitor stocks at Chess Capital: 1) Checks prices against his buy and sell targets. 2) Reads company releases and flags anything that breaks his thesis. It all runs on a $20-a-month subscription, with tokens to spare! Watch the episode now. Then bring your questions to Joel live at the 3rd FatAlpha Value Online Conference, where we will host a discussion and Q&A on AI agents. Podcast first, questions second. That’s how you get the most out of both. ▶ Watch: youtube.com/watch?v=7S3PjQPf… 𝟐 𝐝𝐚𝐲𝐬 · 𝟏𝟒 𝐩𝐫𝐨𝐟𝐞𝐬𝐬𝐢𝐨𝐧𝐚𝐥 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬 · 𝟏𝟑 𝐢𝐝𝐞𝐚𝐬 · 𝐁𝐨𝐧𝐮𝐬 𝐀𝐈 𝐬𝐞𝐬𝐬𝐢𝐨𝐧 Live and open to all, 22–23 October 2026 What you get: - 13 company-specific investment ideas from portfolio managers - A bonus session on building AI agents - Live Q&A after each presentation - 6 networking sessions - Full replays if you can’t attend live - A private WhatsApp group with speakers and attendees Register today at fatalphavalue.com/online
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Missed Cyprus? Highlights in video. Don't miss our 3rd Online Conference 𝟐 𝐝𝐚𝐲𝐬 · 𝟏𝟒 𝐩𝐫𝐨𝐟𝐞𝐬𝐬𝐢𝐨𝐧𝐚𝐥 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬 · 𝟏𝟑 𝐢𝐝𝐞𝐚𝐬 · 𝐁𝐨𝐧𝐮𝐬 𝐀𝐈 𝐬𝐞𝐬𝐬𝐢𝐨𝐧 Live and open to all on October 22-23, 2026 What you get: - 13 company-specific investment ideas from portfolio managers, family offices, and analysts covering global markets - A bonus session on building AI agents for investing - Live Q&A following each presentation - 6 networking sessions - Full replays for those unable to attend live - Access to a private WhatsApp group with speakers and attendees Register: fatalphavalue.com/online Experience the same quality that has made our Cyprus conference one of the best in the world. #valueinvesting #stockideas #conferences #fatalpha #stockmarket
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The trade he shared returned 37% in 21 days. It was a merger arbitrage play between two Brazilian companies that was supposed to take 2 months, but the spread overshot and closed in three weeks instead. I first met Julio Coelho at our June event in Rio. A young, passionate, and knowledgeable investor, so I reached out to him. He will be presenting live at the 3rd FatAlpha Value Online Conference on 𝗢𝗰𝘁𝗼𝗯𝗲𝗿 𝟮𝟮–𝟮𝟯. Julio has a career in asset management in both São Paulo and London, along with experience in Debt Capital Markets and Mergers & Acquisitions. He was Head of the Lending Desk at Wincent, a high-frequency trading shop, before founding Lapin Capital in 2019. Lapin focuses on small-cap value opportunities and has achieved an annualized return in excess of 20% since inception. He holds a BS in Neuroscience from Universidade Federal do ABC. Unlike our in-person events, no application is required. Open to all. 𝐍𝐨 𝐟𝐥𝐮𝐟𝐟. 𝐂𝐨𝐦𝐩𝐚𝐧𝐲-𝐬𝐩𝐞𝐜𝐢𝐟𝐢𝐜 𝐩𝐢𝐭𝐜𝐡𝐞𝐬. 𝟭𝟰 𝐢𝐦𝐩𝐫𝐞𝐬𝐬𝐢𝐯𝐞 𝐬𝐩𝐞𝐚𝐤𝐞𝐫𝐬. Register today at fatalphavalue.com/online Use code 𝐂𝐘𝐏𝐑𝐔𝐒𝟏𝟏 for 20% off — celebrating the 11th year of our Cyprus conference.
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One of the most loved investors in my 11 years running my Cyprus event. Not only a lovely person but also incredibly knowledgeable. Ask her about any stocks in retail, media, or CPG, and expect real insights as Berna skips straight to what matters. Stuff that makes you think and adds value. We missed her this year, so we're lucky to have her at the 3rd FatAlpha Value Online Conference on 𝗢𝗰𝘁𝗼𝗯𝗲𝗿 𝟮𝟮–𝟮𝟯, where she'll pitch an investment idea. @Hedge_FundGirl has three decades in the capital markets, with deep expertise in retail, e-commerce, traditional and digital media, gaming and leisure, and consumer packaged goods. She began her career in equity derivatives at Goldman Sachs and was a buy-side analyst at Sanford Bernstein covering global consumer cyclicals, before working as an analyst at long/short funds including Sky Zone Capital, Metropolitan Capital and LaGrange Capital, and as a portfolio manager at Swiss Re and a family office. She founded and managed the Ingleside Select Fund. She later wrote the Empire Financial Daily newsletter, which reached over 200,000 subscribers, and is now a partner at the financial media platform Wall Street Beats. Berna holds an AB from Princeton and an MBA from Harvard Business School. Unlike our in-person events, no application is required. Open to all. 𝐍𝐨 𝐟𝐥𝐮𝐟𝐟. 𝐂𝐨𝐦𝐩𝐚𝐧𝐲-𝐬𝐩𝐞𝐜𝐢𝐟𝐢𝐜 𝐩𝐢𝐭𝐜𝐡𝐞𝐬. 𝟭𝟰 𝐢𝐦𝐩𝐫𝐞𝐬𝐬𝐢𝐯𝐞 𝐬𝐩𝐞𝐚𝐤𝐞𝐫𝐬. Register today at fatalphavalue.com/online Use code 𝐂𝐘𝐏𝐑𝐔𝐒𝟏𝟏 for 20% off — celebrating the 11th year of our Cyprus conference.
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𝐇𝐞 𝐬𝐭𝐚𝐫𝐭𝐞𝐝 𝐡𝐢𝐬 𝐟𝐮𝐧𝐝 𝐢𝐧 𝟐𝟎𝟎𝟖 𝐰𝐡𝐞𝐧 𝐦𝐚𝐫𝐤𝐞𝐭𝐬 𝐰𝐞𝐫𝐞 𝐬𝐭𝐢𝐥𝐥 𝐜𝐫𝐚𝐬𝐡𝐢𝐧𝐠. He is the only manager I know who launched in 2008 and is still around. Robert Leitz launched iolite Capital with nothing but his own capital before the bottom was even in. He still does in-depth due diligence (eg., before investing in a miner, he personally flew to Peru to inspect its facility). Robert is presenting live at the 3rd FatAlpha Value Online Conference on 𝗢𝗰𝘁𝗼𝗯𝗲𝗿 𝟮𝟮–𝟮𝟯. He is the founder and managing director of iolite Capital, a Zurich investment firm that takes concentrated, long-term positions in a small number of listed businesses. He previously worked in commodities and special situations at Glencore, TPG Credit, Goldman Sachs European Special Situations Group, and KPMG Corporate Restructuring. He holds an MSc in Business Administration and Economics from the University of St. Gallen, and has served as a non-executive director of Opterion Health. Unlike our in-person events, no application is required. Open to all. 𝐍𝐨 𝐟𝐥𝐮𝐟𝐟. 𝐂𝐨𝐦𝐩𝐚𝐧𝐲-𝐬𝐩𝐞𝐜𝐢𝐟𝐢𝐜 𝐩𝐢𝐭𝐜𝐡𝐞𝐬. 𝟭𝟰 𝐢𝐦𝐩𝐫𝐞𝐬𝐬𝐢𝐯𝐞 𝐬𝐩𝐞𝐚𝐤𝐞𝐫𝐬. Register today at fatalphavalue.com/online Use code 𝐂𝐘𝐏𝐑𝐔𝐒𝟏𝟏 for 20% off — celebrating the 11th year of our Cyprus conference.
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From chemical engineer in Brazil to CIO of a $10 billion global equity boutique. David Souccar is presenting live at the 3rd FatAlpha Value Online Conference on 𝗢𝗰𝘁𝗼𝗯𝗲𝗿 𝟮𝟮–𝟮𝟯. He is the Chief Investment Officer of Vontobel Quality Growth, a boutique managing more than $10 billion in assets, and lead portfolio manager of the firm's International Equity strategy. He has more than 20 years of experience as a global investor, focused on long-term quality compounders. Before Vontobel, he was a Senior Equity Analyst at Federated Investors and a sell-side analyst at Morgan Stanley, and began his career as a consultant at McKinsey amp; Co. David holds an MBA in Finance and Management from NYUs Stern School of Business and a degree in Chemical Engineering from Escola de Engenharia Mauá in Brazil. Unlike our in-person events, no application is required. Open to all. 𝐍𝐨 𝐟𝐥𝐮𝐟𝐟. 𝐂𝐨𝐦𝐩𝐚𝐧𝐲-𝐬𝐩𝐞𝐜𝐢𝐟𝐢𝐜 𝐩𝐢𝐭𝐜𝐡𝐞𝐬. 𝟭𝟰 𝐢𝐦𝐩𝐫𝐞𝐬𝐬𝐢𝐯𝐞 𝐬𝐩𝐞𝐚𝐤𝐞𝐫𝐬. Register today at fatalphavalue.com/online Use code 𝐂𝐘𝐏𝐑𝐔𝐒𝟏𝟏 for 20% off — celebrating the 11th year of our Cyprus conference.
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I've met a lot of asset managers. Kopernik Global ($11bn+) is one I respect immensely. Founder Dave Iben has built a strong team grounded in deep research and a disciplined search for value. We're honored to have anyone from their team at our conferences. Marina Sitsiuhina joined us in Cyprus last month and is presenting live at the 3rd FatAlpha Value Online Conference on 𝗢𝗰𝘁𝗼𝗯𝗲𝗿 𝟮𝟮–𝟮𝟯. She covers the consumer discretionary and information technology sectors at Kopernik Global Investors, which she joined in 2018. She has worked in the investment industry since 2010 and held earlier positions at GE. She studied at Minsk State Linguistic University in Belarus, holds a bachelor's in business administration from the University of Wisconsin, and an MBA from the University of Chicago Booth School of Business. She is a CFA Charterholder and a CPA. Unlike our in-person events, no application is required. Open to all. 𝐍𝐨 𝐟𝐥𝐮𝐟𝐟. 𝐂𝐨𝐦𝐩𝐚𝐧𝐲-𝐬𝐩𝐞𝐜𝐢𝐟𝐢𝐜 𝐩𝐢𝐭𝐜𝐡𝐞𝐬. 𝟏𝟒 𝐢𝐦𝐩𝐫𝐞𝐬𝐬𝐢𝐯𝐞 𝐬𝐩𝐞𝐚𝐤𝐞𝐫𝐬. Register today at fatalphavalue.com/online Use code 𝐂𝐘𝐏𝐑𝐔𝐒𝟏𝟏 for 20% off — celebrating the 11th year of our Cyprus conference.
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𝐎𝐧𝐞 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐈 𝐚𝐥𝐰𝐚𝐲𝐬 𝐰𝐚𝐭𝐜𝐡 𝐢𝐬 𝐄𝐯𝐚𝐧 𝐓𝐢𝐧𝐝𝐞𝐥𝐥. 𝐖𝐡𝐲? 21% 10-year CAGR, built on solid ideas and in-depth research. Not luck. Process. Evan is presenting live at the 3rd FatAlpha Value Online Conference on 𝗢𝗰𝘁 𝟮𝟮–𝟮𝟯. This is a can't-be-missed presentation for any investor looking for ideas. Evan has been to our in-person events, but they're closed-door. The Online conference is our only event that's open to all. @evantindell is co-founder and Chief Investment Officer of Bireme Capital, where he runs the firm's "Fundamental Value" strategy and does the bottom-up research behind it. He previously spent seven years as lead equity analyst at Ballentine Capital, a value-oriented long/short equity fund. Before that he played poker professionally for three years, finishing 10th at a European Poker Tour event. He holds a BS in Mechanical Engineering from MIT, where he was a four-time All-American in tennis. 𝐍𝐨 𝐟𝐥𝐮𝐟𝐟. 𝐂𝐨𝐦𝐩𝐚𝐧𝐲-𝐬𝐩𝐞𝐜𝐢𝐟𝐢𝐜 𝐩𝐢𝐭𝐜𝐡𝐞𝐬. 𝟏𝟒 𝐢𝐦𝐩𝐫𝐞𝐬𝐬𝐢𝐯𝐞 𝐬𝐩𝐞𝐚𝐤𝐞𝐫𝐬. Register today at fatalphavalue.com/online Use code 𝐂𝐘𝐏𝐑𝐔𝐒𝟏𝟏 for 20% off — celebrating the 11th year of our Cyprus conference.
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One of the kindest investors I've met is Joel Schols of Chess Capital. But he is also a perpetual learner. As AI came out, he dabbled with it, and this year he went deep into building AI agents. I spoke with him a few months ago about AI agents and how he was building them to help with investing. That led to a podcast episode - "No Fluff. Just Ideas. By FatAlpha."). On October 22-23, we will take that conversation a step further, get an update on the new AI agents he is building, and take questions from the audience so they can build their own AI agents from zero without spending a ton on tokens! We'll discuss AI agents live with Joel Schols in a bonus session at the 3rd FatAlpha Value Online Conference on 𝗢𝗰𝘁𝗼𝗯𝗲𝗿 𝟮𝟮–𝟮𝟯. If you join, listen to the podcast first to get the most out of the session. Joel Schols is a telecommunications engineer who spent his career in the ICT industry. Twenty years ago, he founded his own company, which grew largely by acquiring distressed businesses, and sold it in 2018 to one of Belgium's leading operators. That experience led him to value investing. With Sam Hollanders, he co-founded Chess Capital, a zero management fee fund now operating as a compartment within an umbrella structure, with a regulated Luxembourg fund in progress. They also run an educational investing website in Dutch. Unlike our in-person events, no application is required. Open to all. 𝐍𝐨 𝐟𝐥𝐮𝐟𝐟. 𝐂𝐨𝐦𝐩𝐚𝐧𝐲-𝐬𝐩𝐞𝐜𝐢𝐟𝐢𝐜 𝐩𝐢𝐭𝐜𝐡𝐞𝐬. 𝟏𝟒 𝐢𝐦𝐩𝐫𝐞𝐬𝐬𝐢𝐯𝐞 𝐬𝐩𝐞𝐚𝐤𝐞𝐫𝐬. Register today at fatalphavalue.com/online Use code 𝐂𝐘𝐏𝐑𝐔𝐒𝟏𝟏 for 20% off — celebrating the 11th year of our Cyprus conference.
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He started as an intern. Seven years later, he's running a $300 million multi-asset portfolio. Michael Kaspar is presenting live at the 3rd FatAlpha Value Online Conference on 𝗢𝗰𝘁𝗼𝗯𝗲𝗿 𝟮𝟮–𝟮𝟯. Michael is a Portfolio Manager at Aquilla Nummus Ltd, where he oversees a multi-asset investment portfolio exceeding USD 300 million in assets under management across fixed income securities, equities, and private assets. He joined the firm over seven years ago as an intern, progressed to Analyst, and now serves as Portfolio Manager, building deep expertise in the firm's investment strategy and processes. He holds a BSc in Finance & Economics from the University of Nicosia and a Master's in Finance from the Cyprus International Institute of Management (CIIM), has passed CFA Level II, and holds the CySEC Advanced Certificate. Unlike our in-person events, no application is required. Open to all. 𝐍𝐨 𝐟𝐥𝐮𝐟𝐟. 𝐂𝐨𝐦𝐩𝐚𝐧𝐲-𝐬𝐩𝐞𝐜𝐢𝐟𝐢𝐜 𝐩𝐢𝐭𝐜𝐡𝐞𝐬. 𝟏𝟒 𝐢𝐦𝐩𝐫𝐞𝐬𝐬𝐢𝐯𝐞 𝐬𝐩𝐞𝐚𝐤𝐞𝐫𝐬. Register today at fatalphavalue.com/online Use code 𝐂𝐘𝐏𝐑𝐔𝐒𝟏𝟏 for 20% off — celebrating the 11th year of our Cyprus conference.
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𝗧𝗵𝗲 𝗶𝗱𝗲𝗮 𝗵𝗲 𝗽𝗶𝘁𝗰𝗵𝗲𝗱 𝗼𝗻 𝗺𝘆 𝗽𝗼𝗱𝗰𝗮𝘀𝘁 𝗶𝗻 𝗔𝗽𝗿𝗶𝗹 𝗽𝗲𝗮𝗸𝗲𝗱 𝗮𝘁 +𝟰𝟲% 𝗯𝘆 𝗲𝗻𝗱 𝗼𝗳 𝗠𝗮𝘆 𝘄𝗶𝘁𝗵 𝘇𝗲𝗿𝗼 𝗱𝗿𝗮𝘄𝗱𝗼𝘄𝗻 𝗮𝗹𝗼𝗻𝗴 𝘁𝗵𝗲 𝘄𝗮𝘆 𝗳𝗼𝗿 𝗮𝗻𝘆𝗼𝗻𝗲 𝘄𝗵𝗼 𝗴𝗼𝘁 𝗶𝗻 𝗼𝗻 𝗱𝗮𝘆 𝗼𝗻𝗲. He signed up for our in-person Asia event in March but couldn't make the trip to Vietnam due to the war, so he pitched the idea on the podcast instead. It was strong enough that when he volunteered to do a live session at the Online conference, I couldn't refuse. Antonio Velardo is presenting live at the 3rd FatAlpha Value Online Conference on 𝗢𝗰𝘁𝗼𝗯𝗲𝗿 𝟮𝟮–𝟮𝟯. Antonio is the founding partner and chief investment officer of Moat Investing, a value-focused equity boutique, and chairman of its parent, Real Capital Ventures. He invests in underfollowed equities with a long-term, fundamentals-driven approach, looking for businesses with durable competitive advantages trading below intrinsic value. He works between Spain and the Americas. Unlike our in-person events, no application is required. Open to all. No fluff. Company-specific pitches. 14 impressive speakers. Register today at fatalphavalue.com/online Use code 𝐂𝐘𝐏𝐑𝐔𝐒𝟏𝟏 for 20% off - celebrating the 11th year of our Cyprus conference.
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He spent 12 years learning value investing directly under Peter Cundill — the legendary Canadian contrarian who ran the Cundill Value Fund for three decades and became famous for buying what nobody else wanted. Tim McElvaine is presenting live at the 3rd FatAlpha Value Online Conference on October 22–23. He is Founder & President of McElvaine Investment Management. He ran the Cundill Security Fund, co-managed the Cundill Value Fund, and became Chief Investment Officer before starting his own shop. Before Cundill, he began his career in accounting at Touche Ross and the Bank of N.T. Butterfield. He has sat on the boards of several listed companies, including Glacier Media, Sun-Rype Products and Rainmaker Entertainment, and is currently a director of Tiny Ltd. He holds a Bachelor of Commerce from Queen’s University, is a CFA Charterholder, and CPA. Unlike our in-person events, no application is required. Open to all. No fluff. Company-specific pitches. 14 impressive speakers. Register today at fatalphavalue.com/online Use code 𝐂𝐘𝐏𝐑𝐔𝐒𝟏𝟏 for 20% off - celebrating the 11th year of our Cyprus conference.
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𝟏𝟎𝐱 in 3 years. That's what his 2023 pitch from our Cyprus event did. His 2025 pitch did 𝟐𝐱 in 1 year. He's presenting a company-specific idea live at the 3rd FatAlpha Value Online Conference on 𝐎𝐜𝐭𝐨𝐛𝐞𝐫 𝟐𝟐–𝟐𝟑. Unlike our in-person events, no application is required. Open to all. Samir invests full-time, running a concentrated portfolio of his own capital. He spent 13 years at Siemens, most recently as global head of product management for a €170m industrial business. He now brings that operator's grounding to analyzing companies from the outside. He holds a master's in Management, Technology and Economics and a bachelor's in materials science, both from ETH Zurich. He is based in Thailand. To celebrate our recent 11th Cyprus conference, we are offering 20% off the Online conference for a limited time only. Use code 𝐂𝐘𝐏𝐑𝐔𝐒𝟏𝟏 Company-specific pitches - 14 impressive speakers - Register today at fatalphavalue.com/online
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𝟑𝟕% in 3 months. That's what Marcel's idea did after he came on my podcast in June. (To watch the episode, go to my Substack and click Podcast at the top) He's presenting live at the 3rd FatAlpha Value Online Conference on October 22–23. Marcel Gozali is the Founder and Portfolio Manager of Stone Sentinel Capital. He runs a 4–6 position global book from Singapore, and the numbers reflect what concentration paired with a large margin of safety actually looks like in practice. 🏆+𝟑𝟎.𝟎% in 2024 · +𝟓𝟎.𝟕% in 2025 · +𝟐𝟖.𝟒% August 2026 YTD ▪ Prior partnerships (2017–21): +500% ▪ Columbia Business School MBA · Value Investing Program ▪ Former Director of Research, Ulland Investments ▪ Analyst at Jordan Family Office, Saray Capital, and Kingdon Capital ▪ Author of "Wisdom: How to Think and Judge Well in an Uncertain World" His next idea won't look anything like what comes out of large institutions. October 22–23, 2026 · Online · Open to all · No application required · Replays included Use code 𝐂𝐘𝐏𝐑𝐔𝐒𝟏𝟏 for 20% off until September 27 → fatalphavalue.com/online
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Excited to welcome back @MikeFritzell, who is presenting at the 3rd FatAlpha Value Online Conference on 𝐎𝐜𝐭𝐨𝐛𝐞𝐫 𝟐𝟐–𝟐𝟑. At our 1st Online Conference, attended by over 100 people, his session received the highest rating. He has the credentials to back it up: a CFA Charterholder with hedge fund and family office experience and one of the most generous voices when it comes to sharing publicly. Whether it's deep dives on Asian companies or practical guides on using AI as an investor, his free content alone is worth following. Over the past decade, Michael has built Asian Century Stocks into a publication read by 𝟐𝟎,𝟎𝟎𝟎+ investors, covering under-followed equities across Asia. Before that: Portfolio Manager at Dunross Family Office and analyst at Asia Growth Investors (now East Capital) in Shanghai. He is based in Singapore. He presents live on October 22–23. Our only event that is open to all. No application required. Replays will be available post-event. To celebrate our recent 11th Cyprus conference, we are offering 20% off the Online conference until September 27. Use code 𝐂𝐘𝐏𝐑𝐔𝐒𝟏𝟏 → fatalphavalue.com/online
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