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- Indexed issues, last 90 days
- 4
- Latest publication
- Sep 11, 2026
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- Aug 24, 2026
Latest issues
He Built an AI Agent to Monitor His Stocks — No Code, $20/Month in Tokens (opens the original)
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Heard the term AI agents and thought you needed to know programming or needed to have some advanced technical skills? I did, until I spoke with my friend and fund manager, Joel Schols. Joel told me he built an AI agent to help him monitor his investments in net nets. And he didn’t have to write a single line of code. Did he have to spend a lot on tokens? Subscribe to the investment newsletter - Free<
Was Trump right about DELL? (opens the original)
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Trump told people in May and July to “go out and buy a Dell” and that his “son loves their laptop”. He bought the stock in February, and the government awarded a 5-year agreement to Dell… But does he understand the company? It certainly isn’t your dad’s Dell. The older generation remembers the PC business. That was Dell 2 decades ago. Today, though, it's making its money in the server business.There are 2 segments: Infrastructure Solutions Group (ISG): The data center business. Dell buys Nvidia
Japan Part 2: Kyoto, Nara, and a Real Threat to Disney (opens the original)
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As promised, here is part 2 of my trip to Japan this summer. (Part one here).Even though we were in Tokyo for 5 days, it didn’t seem like enough. There is just so much to see and do. With 37 million people in Greater Tokyo, it feels like an entire country on its own! It’s definitely a candidate for a future FatAlpha Asia investor event. In the meantime, FatAlpha Value (Asia) will be in Shenzhen, China, in March 2027.We left Tokyo and quickly arrived in Kyoto via the Shinkansen (bul
My High-Conviction Idea for This Summer: Japan (opens the original)
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My high-conviction idea for this summer is Japan!And I mean as a vacation :)Thanks for reading! Subscribe for free to receive new posts and support my work.Super interesting, ridiculously fu
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