Alpha Ideas

22 hrs ago •

Mihail Stoyanov

Narrative vs. Fundamentals vs. Price; litigation claims

Mar 2 •

Mihail Stoyanov

Bear, bulls, liquidity, and C19

Feb 23 •

Mihail Stoyanov

Feb 16 •

Mihail Stoyanov

The most leveraged bet on Brazil

Finally, it is not a shipping or energy stock pick

Feb 12 •

Mihail Stoyanov

It’s time for Sunday reading.

Feb 9 •

Mihail Stoyanov

Week 05-06 update

LatAm shopping cart

Feb 2 •

Mihail Stoyanov

Week 04-05 update

Unlike in law, where we are innocent until proven otherwise, in markets, we are wrong until proven otherwise.

Jan 26 •

Mihail Stoyanov

Week 03-04 update

BoJ, 50 Cent and Tankers

Jan 19 •

Mihail Stoyanov

Growth stock idea for TheOldEconomy investors

Picks and shovels for LNG shipping

Jan 13 •

Mihail Stoyanov

Week 02-03 update

In the coming week, I will place a few new pending orders.

Jan 12 •

Mihail Stoyanov

Week 01-02 update

In the second week of 2025, I will increase the size of two event-driven positions: Northern Dynasty Minerals and Rockhopper Exploration.

Jan 5 •

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