No fluff, just ideas. Sophocles and his guests discuss interesting stock ideas from around the world. The goal is to have meaningful discussions by getting into the numbers and better understanding the opportunity. Thank you for joining us. This podcast is being made available for educational purposes only and should not be used for any other purpose. The full disclaimer is at the end of each podcast episode. See the latest episodes: fatalpha.com/podcast
He Built an AI Agent to Monitor His Stocks — No Code, $20/Month in Tokens
Think you need to code to use AI agents?
Joel Schols didn't write a single line. Joel is a fund manager at Chess Capital who built an AI agent to monitor his net-net positions. His entire token usage fits inside a $20-a-month account with room to spare.
In this episode, we cover how he set it up, what the agents actually do, and what the results have been. It's a practical walkthrough for one- and two-person investment teams, not a theory session.
ABOUT JOEL SCHOLSJoel is a telecommunications engineer who spent his career in ICT. Twenty years ago, he founded his own company, grew it 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, with a regulated Luxembourg fund in progress.
RESOURCES JOEL RECOMMENDS
Kevin Schoovaerts' Substack: 'Invest with AI' (https://investwithai.substack.com/)
Introduction to Andrej Karpathy's Second Brain philosophy: Link (https://www.askglitch.com/blog/build-a-second-brain)
The basics of Antigravity: Link 1 (https://www.youtube.com/watch?v=nTOVIGsqCuY), Link 2 (https://www.youtube.com/watch?v=Dk4MD6TNiWE)
Evan Bleker's netnets community: Link (https://www.netnethunter.com/)
JOIN US LIVE
Joel is running a Q&A on AI agents at the 3rd FatAlpha Value Online Conference, October 22–23. Plus 12 live stock pitches, audience Q&A, networking, and full replay access.
Details: https://fatalphavalue.com/online (https://fatalphavalue.com/online)
Our free newsletter: https://fatalpha.substack.com (https://fatalpha.substack.com)
26 Jun 2026
Ascentech with Marcel Gozali
My guest is Marcel Gozali, founder of Stone Sentinel Capital.We discuss Ascentech, a Citrix distributor with c.8x P/E and c.6% dividend yield. Under the radar with zero analyst coverage and consistently outperforming company guidance!Links to YouTube & Apple Podcasts: https://fatalpha.substack.com (https://fatalpha.substack.com)Stone Sentinel Capital: https://www.stonescap.com/ (https://www.stonescap.com/)Join our ONLINE stock idea fest: https://fatalphavalue.com/online (https://fatalphavalue.com/online)
5 May 2026
AI Memory at 5x P/E: Why this won't last
We explore the opportunity in AI memory. Why this flash sale won't last. How memory impacts AI capabilities and the underestimated demand.
Rin Narakornpijit, a co-portfolio manager at Kasikorn Asset Management, shares her insights in this podcast episode.
Links to YouTube and Apple podcast, as well as other ideas: https://fatalpha.substack.com (https://fatalpha.substack.com)
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
YouTube views
6,065
Score snapshot 15 Sept 2025
Spotify
5.0 / 5
4 ratings
Podcast Authority Score: 42 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
30
Social presence
0
YouTube
74
Engagement
60
Contact No fluff. Just ideas. By FatAlpha
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