Sophocles Sophocleous, CFA

Professional Investor.
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Building an exclusive community for investors to share and discuss high-conviction ideas.

[Sophocles Sophocleous, CFA @FatAlpha]

Less than 24 hours left! No sales pitches. Just ideas.

That’s what FatAlpha Value events are known for. And this is the last day to join one.

95% of participants at our last online event said the price was low or very fair. That was with 4 fewer sessions.

120+ investors are already in, and most of them are professionals.

Most of these speakers have presented at our events in Cyprus, Asia, and Brazil, and several of their past ideas have been multi-baggers. They’re sharp investors, and I’ve learned a lot from them. I think you will too.

Our Online Conference is the only event of the year open to all.

What you get:
•13 company-specific stock ideas
•A discussion and Q&A on building AI agents for investing
•6 networking sessions
•Full replays if you can’t make it live

•A private WhatsApp group to chat with others, open until our next online event

We’ve extended registration for our 3rd Online Conference until 11:59 pm New York time tonight, giving you one last chance.

Register now: https://t.co/k5aGrSqllK

[Sophocles Sophocleous, CFA @FatAlpha]

@evantindell Why do you say that? The new live discussion works well i think.

[Sophocles Sophocleous, CFA @FatAlpha]

@HarveySawikin Yeah feels like there are way too many skeptics.

[Sophocles Sophocleous, CFA @FatAlpha]

I'm a client of yours and purchased a product that Zoom Support told me would address my needs. Today, a different support person told me that isn't the case. I have evidence from the chat transcript I downloaded. I asked to escalate this to a manager. This was 4-5 hours ago. No answer yet. Is this how you treat your repeat clients? Completely unprofessional and unethical. Very disappointed.

[Marty Fields @Martyfields]

So clever.

[Sophocles Sophocleous, CFA @FatAlpha]

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: https://t.co/GkMEvoazUp

[Sophocles Sophocleous, CFA @FatAlpha]

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: https://t.co/k5aGrSqTbi

[Sophocles Sophocleous, CFA @FatAlpha]

@danushman You are basically saying that everyone is insecure. Sorry mate I don't agree.

[Sophocles Sophocleous, CFA @FatAlpha]

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: https://t.co/ETKiWrZQfU

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 https://t.co/k5aGrSqllK

[Sophocles Sophocleous, CFA @FatAlpha]

@MarceloLima @WSJ Looks like he has never had a stout before!

[Sophocles Sophocleous, CFA @FatAlpha]

Missed Cyprus? Highlights in video. Don't miss our 3rd Online Conference
𝟐 𝐝��𝐲𝐬 · 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: https://t.co/k5aGrSqTbi

Experience the same quality that has made our Cyprus conference one of the best in the world.

#valueinvesting #stockideas #conferences #fatalpha #stockmarket

[Sophocles Sophocleous, CFA @FatAlpha]

@ValueStockGeek And its probably a lot less than $138b too

[Sophocles Sophocleous, CFA @FatAlpha]

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 𝐩𝐢𝐭𝐜��𝐞𝐬. 𝟭𝟰 𝐢𝐦𝐩𝐫𝐞𝐬𝐬𝐢𝐯𝐞 𝐬𝐩𝐞𝐚𝐤𝐞𝐫𝐬.
Register today at https://t.co/k5aGrSqllK
Use code 𝐂𝐘𝐏𝐑𝐔𝐒𝟏𝟏 for 20% off — celebrating the 11th year of our Cyprus conference.

[Sophocles Sophocleous, CFA @FatAlpha]

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 https://t.co/k5aGrSqllK
Use code 𝐂𝐘𝐏𝐑𝐔𝐒𝟏𝟏 for 20% off — celebrating the 11th year of our Cyprus conference.

[Sophocles Sophocleous, CFA @FatAlpha]

@Hedge_FundGirl Mother of the year! Those are so cute!

[Sophocles Sophocleous, CFA @FatAlpha]

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 https://t.co/k5aGrSqllK
Use code 𝐂𝐘𝐏𝐑𝐔𝐒𝟏𝟏 for 20% off — celebrating the 11th year of our Cyprus conference.

[Sophocles Sophocleous, CFA @FatAlpha]

@philoinvestor I do wear a traditional watch. Not interested in another device that needs charging.

[Sophocles Sophocleous, CFA @FatAlpha]

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 https://t.co/k5aGrSqllK
Use code 𝐂𝐘𝐏𝐑𝐔𝐒𝟏𝟏 for 20% off — celebrating the 11th year of our Cyprus conference.