#fatalpha
140 participants at our 3rd FatAlpha Value Online Conference.

13 stock ideas. 1 AI agent session. Lively discussion over 2 days.

100 joined live, 40 are on replays. All of them can view the recordings and presentations on our forum. Access is still available to buy: fatalphavalue.com/online
November 3, 2026 at 8:33 AM
Joel Schols built AI agents to watch his stocks. No code. $20 a month.

Watch our podcast, then ask him anything live at the 3rd FatAlpha Value Online Conference, 22–23 Oct.

▶ Podcast: www.youtube.com/watch?v=7S3P...
Register: fatalphavalue.com/online
October 14, 2026 at 12:12 PM
The trade he shared returned 37% in 21 days. A merger arbitrage play that was supposed to take 2 months!

Julio Coelho will be presenting at the 3rd FatAlpha Value Online Conference on 𝗢𝗰𝘁 𝟮𝟮–𝟮𝟯.

𝐂𝐨𝐦𝐩𝐚𝐧𝐲-𝐬𝐩𝐞𝐜𝐢𝐟𝐢𝐜 𝐩𝐢𝐭𝐜𝐡𝐞𝐬. 𝟭𝟰 𝐬𝐩𝐞𝐚𝐤𝐞𝐫𝐬.
Register: fatalphavalue.com/online
Code 𝐂𝐘𝐏𝐑𝐔𝐒𝟏𝟏 for 20% off
October 5, 2026 at 7:13 AM
One of my favorites from 11 years of events. Ask about any stocks in retail, media, or CPG, and expect insights.

Berna Barshay will present at the 3rd FatAlpha Value Online Conference on 𝗢𝗰𝘁 𝟮𝟮–𝟮𝟯.

𝐂𝐨𝐦𝐩𝐚𝐧𝐲-𝐬𝐩𝐞𝐜𝐢𝐟𝐢𝐜 𝐩𝐢𝐭𝐜𝐡𝐞𝐬. 𝟭𝟰 𝐬𝐩𝐞𝐚𝐤𝐞𝐫𝐬.
Register: fatalphavalue.com/online
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October 4, 2026 at 7:20 AM
From chemical engineer in Brazil to CIO of a $10 billion global equity boutique. David Souccar is presenting at the 3rd FatAlpha Value Online Conference on 𝗢𝗰𝘁 𝟮𝟮–𝟮𝟯.

𝐂𝐨𝐦𝐩𝐚𝐧𝐲-𝐬𝐩𝐞𝐜𝐢𝐟𝐢𝐜 𝐩𝐢𝐭𝐜𝐡𝐞𝐬. 𝟭𝟰 𝐢𝐦𝐩𝐫𝐞𝐬𝐬𝐢𝐯𝐞 𝐬𝐩𝐞𝐚𝐤𝐞𝐫𝐬.
Register today at fatalphavalue.com/online
Use code 𝐂𝐘𝐏𝐑𝐔𝐒𝟏𝟏 for 20% off.
October 2, 2026 at 9:37 AM
I've met a lot of asset managers. Kopernik Global ($11bn+) is one I respect immensely.

Marina Sitsiuhina is presenting live at the 3rd FatAlpha Value Online Conference on 𝗢𝗰𝘁 𝟮𝟮–𝟮𝟯.

𝐂𝐨𝐦𝐩𝐚𝐧𝐲-𝐬𝐩𝐞𝐜𝐢𝐟𝐢𝐜 𝐩𝐢𝐭𝐜𝐡𝐞𝐬. 𝟏𝟒 𝐢𝐦𝐩𝐫𝐞𝐬𝐬𝐢𝐯𝐞 𝐬𝐩𝐞𝐚𝐤𝐞𝐫𝐬.
Register at fatalphavalue.com/online
Code 𝐂𝐘𝐏𝐑𝐔𝐒𝟏𝟏 for 20% off
October 1, 2026 at 7:42 AM
𝐎𝐧𝐞 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐈 𝐚𝐥𝐰𝐚𝐲𝐬 𝐰𝐚𝐭𝐜𝐡 𝐢𝐬 𝐄𝐯𝐚𝐧 𝐓𝐢𝐧𝐝𝐞𝐥𝐥. 𝐖𝐡𝐲?

21% 10-year CAGR, built on solid ideas and in-depth research.

CIO of Bireme Capital, Evan is presenting live at the 3rd FatAlpha Value Online Conference on 𝗢𝗰𝘁 𝟮𝟮–𝟮𝟯.

Register today at fatalphavalue.com/online

Use code 𝐂𝐘𝐏𝐑𝐔𝐒𝟏𝟏 for 20% off
September 30, 2026 at 11:36 AM
Joel Schols of Chess Capital went deep into building AI agents this year.

Live bonus session at FatAlpha Value's 3rd Online Conference, Oct 22–23: build your own AI agent from zero, no heavy token spend.

Open to all. 20% off: CYPRUS11

fatalphavalue.com/online
September 28, 2026 at 7:34 AM
He started as an intern. 7 years later, he runs a $300M portfolio.

Michael Kaspar (PM, Aquilla Nummus) presents live at FatAlpha Value's 3rd Online Conference, Oct 22–23.

Open to all.

𝐍𝐨 𝐟𝐥𝐮𝐟𝐟. 𝐂𝐨𝐦𝐩𝐚𝐧𝐲-𝐬𝐩𝐞𝐜𝐢𝐟𝐢𝐜 𝐩𝐢𝐭𝐜𝐡𝐞𝐬. 𝟏𝟒 𝐢𝐦𝐩𝐫𝐞𝐬𝐬𝐢𝐯𝐞 𝐬𝐩𝐞𝐚𝐤𝐞𝐫𝐬.
Code CYPRUS11 for 20% off.
fatalphavalue.com/online
September 27, 2026 at 9:18 AM
𝗧𝗵𝗲 𝗶𝗱𝗲𝗮 𝗵𝗲 𝗽𝗶𝘁𝗰𝗵𝗲𝗱 𝗼𝗻 𝗺𝘆 𝗽𝗼𝗱𝗰𝗮𝘀𝘁 𝗶𝗻 𝗔𝗽𝗿𝗶𝗹 𝐫𝐚𝐧 𝐮𝐩 +𝟰𝟲% 𝐢𝐧 𝟐 𝐦𝐨𝐧𝐭𝐡𝐬!

Antonio Velardo is presenting live at the 3rd FatAlpha Value Online Conference on 𝗢𝗰𝘁𝗼𝗯𝗲𝗿 𝟮𝟮–𝟮𝟯.

No fluff. Company-specific pitches. 14 impressive speakers.
Register today at fatalphavalue.com/online
Use code 𝐂𝐘𝐏𝐑𝐔𝐒𝟏𝟏 for 20% off
September 26, 2026 at 7:29 AM
12 years directly under Peter Cundill — the legendary investor who ran the Cundill Value Fund for 3 decades.

Tim McElvaine is presenting live at the 3rd FatAlpha Value Online Conference on Oct 22–23

Company-specific pitches. No fluff.
See: fatalphavalue.com/online
Code 𝐂𝐘𝐏𝐑𝐔𝐒𝟏𝟏 for 20% off
September 25, 2026 at 8:06 AM
10x in 3 years (2023 pitch).
2x in 1 year (2025 pitch).
Samir Mohamed's track record from our Cyprus events.

He's presenting a stock idea live at the 3rd FatAlpha Value Online Conference on Oct 22–23.

No application required. Open to all.

20% off with code CYPRUS11 → fatalphavalue.com/online
September 24, 2026 at 6:46 AM
186%. 171%.

1-year returns on two ideas Simon Caufield pitched at my closed-door Cyprus event.

He's presenting live at the 3rd FatAlpha Value Online Conference on Oct 22–23. Open to all. No application required.

20% off until Sep 27. Code CYPRUS11
→ fatalphavalue.com/online
September 21, 2026 at 4:54 PM
Wait. There's more :) Sightseeing follows every in-person FatAlpha Value event.
If you missed the 11th edition, check out our online conference next month.
To celebrate the 11th edition, use code CYPRUS11 to get 20% off the online ticket. Valid until next week. Details: fatalphavalue.com/online
September 19, 2026 at 5:10 PM
We kicked off the 11th edition of the FatAlpha Value (Cyprus) Conference. Special thanks to Bank of Cyprus and eToro for sponsoring the event.

70 presentations - 68 investment pitches.

If you missed out, check out our online conference. 20% off with code CYPRUS11. More: fatalphavalue.com/online
September 16, 2026 at 11:47 AM
A couple of months ago, I shared my thoughts on #$SNDK, which I was up +90%. A simple DCF gave me confidence to hold on. Now +305%. Valuation still matters!

A few hours left before the EARLY BIRD is gone at the 3rd FatAlpha Value Online Conference. More details: fatalphavalue.com/online
Thoughts on Sandisk in this new piece below.

Don’t miss next week’s podcast on AI memory.

Also, for deep value stock picks, check out our idea exchange in Rio in June: fatalphavalue.com/latam

Sandisk post:
fatalpha.substack.com/p/take-90-pr...
July 1, 2026 at 8:24 AM
An online event without the fluff. Ideas, pure and simple.

I respect people's time and don't like wasting it. That's why people keep coming back.

3rd FatAlpha Online Conference: Oct 22–23
12 investors. 12 ideas. Two days.

Early bird closes 30 June. €99
More details: fatalphavalue.com/online
June 27, 2026 at 4:28 PM
What's the next best thing for an investor who can't attend an in-person investment event?

That's why I created the FatAlpha Value Online Conference.

The Early Bird offer ends in 7 days. Tickets start at €99

👉 Register here: fatalphavalue.com/online
June 23, 2026 at 2:39 PM
Last week, we hosted our 1st FatAlpha Value (LATAM) conference. 33 pros from 25 institutions pitched 25 investment ideas!

✍ Sign up to Online event. Open to ALL.
Early bird 🐤 EUR 99. 12 ideas, 2 days, Live+recorded to watch later. 🎁 Bonus 6 pitches for early bird only.
👉 fatalphavalue.com/online
June 10, 2026 at 1:19 PM
🎙️ 𝐒𝐩𝐞𝐚𝐤𝐞𝐫 𝐀𝐧𝐧𝐨𝐮𝐧𝐜𝐞𝐦𝐞𝐧𝐭 | 𝐅𝐚𝐭𝐀𝐥𝐩𝐡𝐚 𝐕𝐚𝐥𝐮𝐞 𝐋𝐀𝐓𝐀𝐌
We're delighted to welcome Jonathan Tanne of Tangible Investment Management to Rio. He runs a concentrated, long-only, listed global equity strategy.

𝐉𝐮𝐧𝐞 𝟐–𝟑, 𝟐𝟎𝟐𝟔 · Hilton Copacabana
👉 𝐀𝐩𝐩𝐥𝐲: fatalphavalue.com/latam
April 22, 2026 at 12:13 PM
🎙️ 𝐒𝐩𝐞𝐚𝐤𝐞𝐫 𝐀𝐧𝐧𝐨𝐮𝐧𝐜𝐞𝐦𝐞𝐧𝐭 | 𝐅𝐚𝐭𝐀𝐥𝐩𝐡𝐚 𝐕𝐚𝐥𝐮𝐞 𝐋𝐀𝐓𝐀𝐌

Delighted to welcome Marcel Gozali, CFA, Founder & PM of Stone Sentinel Capital, to Rio.

▪ 𝟒–𝟔 𝐩𝐨𝐬𝐢𝐭𝐢𝐨𝐧 global book
▪ +𝟑𝟎.𝟎% 𝐢𝐧 𝟐𝟎𝟐𝟒 · +𝟓𝟎.𝟕% 𝐢𝐧 𝟐𝟎𝟐𝟓
▪ 𝐂𝐨𝐥𝐮𝐦𝐛𝐢𝐚 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐒𝐜𝐡𝐨𝐨𝐥 MBA

𝐉𝐮𝐧𝐞 𝟐–𝟑, 𝟐𝟎𝟐𝟔 · Hilton Copacabana
👉 𝐀𝐩𝐩𝐥𝐲: fatalphavalue.com/latam
April 20, 2026 at 3:23 PM
🏨 𝐓𝐡𝐞 𝐕𝐞𝐧𝐮𝐞 | 𝐅𝐚𝐭𝐀𝐥𝐩𝐡𝐚 𝐕𝐚𝐥𝐮𝐞 𝐋𝐀𝐓𝐀𝐌 · 𝐉𝐮𝐧𝐞 𝟐–𝟑, 𝟐𝟎𝟐𝟔

The 𝐇𝐢𝐥𝐭𝐨𝐧 𝐂𝐨𝐩𝐚𝐜𝐚𝐛𝐚𝐧𝐚 on 𝐀𝐯𝐞𝐧𝐢𝐝𝐚 𝐀𝐭𝐥𝐚̂𝐧𝐭𝐢𝐜𝐚, across from the beach, with stunning ocean views.

25 investors exchanging their best investment ideas.

𝐉𝐮𝐧𝐞 𝟐–𝟑, 𝟐𝟎𝟐𝟔 · 𝐁𝐲 𝐢𝐧𝐯𝐢𝐭𝐚𝐭𝐢𝐨𝐧 𝐨𝐧𝐥𝐲
👉 𝐀𝐩𝐩𝐥𝐲: fatalphavalue.com/latam
April 19, 2026 at 9:41 AM
🎙️ 𝐒𝐩𝐞𝐚𝐤𝐞𝐫 𝐀𝐧𝐧𝐨𝐮𝐧𝐜𝐞𝐦𝐞𝐧𝐭 | 𝐅𝐚𝐭𝐀𝐥𝐩𝐡𝐚 𝐕𝐚𝐥𝐮𝐞 𝐋𝐀𝐓𝐀𝐌

Delighted to welcome 𝐒𝐚𝐦 𝐉𝐨𝐡𝐧, 𝐂𝐅𝐀, Managing Member & PM of Phronimos Capital, to Rio.

▪ 𝐂𝐫𝐞𝐝𝐢𝐭 𝐒𝐮𝐢𝐬𝐬𝐞. 𝟏𝐬𝐭 𝐢𝐧 𝐟𝐢𝐫𝐦 𝐬𝐭𝐨𝐜𝐤-𝐩𝐢𝐜𝐤𝐢𝐧𝐠 𝐜𝐨𝐧𝐭𝐞𝐬𝐭
▪ 𝐏𝐞𝐫𝐬𝐢𝐬𝐭𝐞𝐧𝐜𝐲 𝐂𝐚𝐩𝐢𝐭𝐚𝐥. 𝟐𝟓%+ on a $300M fund

𝐉𝐮𝐧𝐞 𝟐–𝟑, 𝟐𝟎𝟐𝟔 · Hilton Copacabana
👉 𝐀𝐩𝐩𝐥𝐲: fatalphavalue.com/latam
April 17, 2026 at 8:39 AM
🎙️ 𝐒𝐩𝐞𝐚𝐤𝐞𝐫 𝐀𝐧𝐧𝐨𝐮𝐧𝐜𝐞𝐦𝐞𝐧𝐭 | 𝐅𝐚𝐭𝐀𝐥𝐩𝐡𝐚 𝐕𝐚𝐥𝐮𝐞 𝐋𝐀𝐓𝐀𝐌

We're excited to have 𝐄𝐯𝐚𝐧 𝐓𝐢𝐧𝐝𝐞𝐥𝐥, Co-Founder & CIO of 𝐁𝐢𝐫𝐞𝐦𝐞 𝐂𝐚𝐩𝐢𝐭𝐚𝐥, joining us in Rio. His strategy since 2016 delivered +𝟓𝟎𝟕.𝟔% 𝐜𝐮𝐦𝐮𝐥𝐚𝐭𝐢𝐯𝐞 𝐯𝐬 +𝟐𝟖𝟒.𝟎% 𝐟𝐨𝐫 𝐒𝐏𝐘

𝐉𝐮𝐧𝐞 𝟐–𝟑, 𝟐𝟎𝟐𝟔 · Hilton Copacabana · By invitation
👉 𝐀𝐩𝐩𝐥𝐲: fatalphavalue.com/latam
April 16, 2026 at 3:26 PM
🎙️ 𝐊𝐞𝐲𝐧𝐨𝐭𝐞 𝐒𝐩𝐞𝐚𝐤𝐞𝐫 𝐀𝐧𝐧𝐨𝐮𝐧𝐜𝐞𝐦𝐞𝐧𝐭 | 𝐅𝐚𝐭𝐀𝐥𝐩𝐡𝐚 𝐕𝐚𝐥𝐮𝐞 𝐋𝐀𝐓𝐀𝐌
We're delighted to welcome David B. Iben as keynote speaker at our inaugural LATAM edition.

𝐉𝐮𝐧𝐞 𝟐–𝟑, 𝟐𝟎𝟐𝟔 · 𝐇𝐢𝐥𝐭𝐨𝐧 𝐂𝐨𝐩𝐚𝐜𝐚𝐛𝐚𝐧𝐚
By invitation only · 25-person cap

👉 𝐀𝐩𝐩𝐥𝐲: fatalphavalue.com/latam
April 15, 2026 at 12:53 PM