Alpha Ideas

Week 25-26 update

PGMs short squeeze

23 hrs ago •

Mihail Stoyanov

Week 25-26 update

Russia at the center stage

Jun 23 •

Mihail Stoyanov

Another OSV pick

CAPEX is optional, while OPEX is not

Jun 17 •

Mihail Stoyanov

Week 24-25 update

South Africa and Argentina progress toward better future

Jun 16 •

Mihail Stoyanov

Week 23-24 update

Volatility is our best friend and Sunday edutainment

Jun 9 •

Mihail Stoyanov

Tourism in the Far West as investment idea

Bet on the LATAM prospering travel industry

Jun 8 •

Mihail Stoyanov

Week 22-23 update

Two closed positions plus two new additions

Jun 2 •

Mihail Stoyanov

Asymmetric bet on energy with one the most niche companies

Investing in growing floating LNG capacity

May 31 •

Mihail Stoyanov

Event-driven play in copper

Resource Nationalism as Alpha opportunity

May 31 •

Mihail Stoyanov

Offshore supply vessels as Alpha idea

Record low order book, aging fleet, and growing demand

May 30 •

Mihail Stoyanov

Bet on Colombia with one of the cheapest banks

Banking in Colombia as investment opportunity

May 30 •

Mihail Stoyanov

Scorpio Tankers: bet on product tankers cycle

Robust financials, excellent fleet, and macro tailwinds at an attractive price

May 28 •

Mihail Stoyanov

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts