Top Trade Ideas | Brought to you by AlphaSwap
12 episodes - English - Latest episode: about 3 years ago - ★★★★★ - 2 ratingsJoin the founder of AlphaSwap, Khing Oei, as he interviews an elite mix of global equity analysts. Each week we deep dive into a recent investment idea to uncover strategies, methodologies, and lessons learned. Start listening to real high performers and understand how they successfully navigate equity markets today.
For more ideas and access to a high performing global community, head to www.alphaswap.io
Homepage Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Episodes
#12 - Bayerische Motoren Werke AG - (BMW)
June 02, 2021 10:00 - 10 minutes - 20 MBIn this episode investor Hong Ee Leow takes us through the big triggers affecting the future prospects of a car company everybody is familiar with - BMW. We cover key company metrics, why the stock is undervalued, and dig into specifics such as the new hydrogen powered automobile motor (ihydrogen NEXT), which is is poised to become of the future of motors in a market currently overshadowed by electric vehicles. We discuss why electric battery manufacturing could face shortages in the near f...
#11 - Greenbox POS - (GBOX)
April 28, 2021 10:00 - 14 minutes - 32.7 MBIn this episode investor we feature our first returning podcast guest! One of our high performers, Dennis Chan, discusses applying first principles investment philosophy to his position on Greenbox - a finch company using advanced blockchain technology. We cover the breadth of Greenbox’s offerings, from future facing payment processing to their GBT token to white label solutions. We also cover a controversial recent short attack, appropriate valuation metrics, and what risks are on the horiz...
#10 - Running hot: SPACs
April 14, 2021 09:00 - 17 minutes - 32.4 MBIn this episode we take a slightly different approach, AlphaSwap CEO Khing Oei & Hedge Fund Partner (and AlphaSwap advisor) Albertus Rigter discuss SPACs, a topic that’s hard to avoid in the industry right now. We cover everything from what they are, how they work and why they’re so popular, right through to the economics of a SPAC, how you can invest in them, what the risks are and what the future looks like. To see the AlphaSwap platform and gain access to a high performing global co...
#9 - Basic Fit NV (BFIT)
March 31, 2021 09:00 - 19 minutes - 44.9 MBIn this episode investor Milan Zuidhof discusses his mix of Value + Growth investment philosophy applied to a long position on Basic Fit, a Dutch based gym chain focused on the value-for-money end of the fitness landscape, and aiming to capitalise on the growing wellness trend. With a firm foothold in the Benelux region they’re expanding aggressively into larger EU countries. We cover the sales potential of wellness businesses; the pricing models of subscription based businesses; cashflow mo...
#8 - Greensill Fallout
March 17, 2021 11:00 - 18 minutes - 33.1 MBIn this episode we take a slightly different approach, AlphaSwap CEO Khing Oei & Hedge Fund Partner (and AlphaSwap advisor) Albertus Rigter discuss the recent Greensill collapse. They dissect the cause of the failure and cover how Greensill operated, the factors leading up to the implosion, who the major players are and what the fallout might look like. A fascinating take on a seismic industry event that is still unfolding. To see the AlphaSwap platform and gain access to a high perfor...
#7 - BioNTech SE (BNTX)
March 03, 2021 12:00 - 9 minutes - 21.3 MBIn this episode investor Leanne Lee discusses her unique investment philosophy as applied to BioNTech SE, a German medi-tech company focused on developing and manufacturing active immunotherapies. They’ve also recently partnered with Pfizer to support the COVID vaccine shortage in the EU. We cover the sales potential of BioNtech style businesses; why the metrics of correlation, volatility and factors that drive markets make sense in establishing an accurate valuation; and what risks might af...
#6 - Velodyne Lidar Inc. (VLDR)
February 17, 2021 14:00 - 18 minutes - 33.9 MBIn this episode investor Lucas Scott discusses Velodyne Lidar, a San Jose based technology company focused on 3D laser scanning tech. They are a future facing company with both R&D and proven tech that is adding value to a wide range of industry - aviation, agriculture, mining, and most recently autonomous vehicles. We discuss how the changing nature of technology opens up new opportunities, why lidar technology is experiencing exponential growth, and what risks technologies like lidar face ...
#5 - Kingsgate Consolidated Limited (KCN)
February 03, 2021 06:00 - 13 minutes - 12.6 MBInvestor Tariq Hamoodi discusses Kingsgate Consolidated Limited, an Australian gold mining company listed on the ASX, with main assets in Thailand & Chile. They have a strong cash book with no debt, however, to make things interesting are currently embroiled in a geopolitical dispute with the Thai government. We discuss how a distressed situation can be a good investment at the right time, why being patient and disciplined is necessary for potentially volatile investments and much much more!...
#4 - Alexco Resource Corp (AXU)
January 20, 2021 06:00 - 13 minutes - 12.1 MBIn this episode investor, Simon Popple discusses Alexco Resource Corp, a Canadian silver mining company based in Vancouver. We discuss the fluctuating relationship between silver and other precious metals (inc gold), and how this affects pricing; the different types of markers that are used to value exploration-based businesses; why Alexco have a strong foothold being Canada's only primary silver producer; the risks for Alexco and much much more! To see Simon's idea and many more, plus gain ...
#3 - Lynas Rare Earths Ltd (LYC)
December 21, 2020 09:00 - 14 minutes - 13.8 MBIn this episode investor, Daniel Fok discusses Lynas ltd, an Australian rare earth mining company listed on the Australian Stock Exchange. We discuss how global geopolitics is affecting international trade, why new technologies are driving demand for rare minerals, how international supply chain relationships are changing and much much more! To see Daniel’s idea and many more, plus gain access to a high performing global community, head to www.alphaswap.io
#2 - Ebro Foods S.A (EBRO)
November 18, 2020 12:51 - 15 minutes - 14 MBIn this episode investor Yusuf Samad talks us through Ebro Foods, a Spanish food manufacturer with a global foothold on the rice and pasta market. We discuss how staples are relevant during the current economic environment, why family-owned matters and strong track records. To see Yusuf's idea and many more, plus gain access to a high performing global community, head to www.alphaswap.io
#1 - GAN Limited (GAN)
November 06, 2020 16:10 - 16 minutes - 15.4 MBIn this episode investor Dennis Chan doubles down on online gaming company Gan Limited. We discuss how COVID, user behaviour and changing regulations are affecting the gaming landscape and what this means for the future. To see Dennis’s idea and many more, plus gain access to a high performing global community, head to www.alphaswap.io