FatAlpha

Investing website that displays stock ideas, opinions and my strategies.

Archives for October 2024

Allfunds with Julio Utrera

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My guest is Julio Utrera. Julio is a senior analyst at Southeaster Asset Management. We discussed Allfunds which is listed in the Netherlands. Click here for the stock chart. We go over the company's fund distribution business, the bear arguments, and the potential current opportunity in the stock. YouTube video below or for audio only you can listen to the episode on … [Read more...]

Valuation Workshop Slides

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William Tohme and the CFA Society Emirates invited me to present at the MENA Investment Congress that was on Sept 30-Oct 1. It was my first visit to Abu Dhabi and I had no idea what the audience would be like. William asked me to do a 45-min Valuation Workshop which I am sharing with you below. I touched on various approaches with examples. I had a lot of fun and answered a … [Read more...]

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