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Mehr Top Trade Ideas | Brought to you by AlphaSwap
Join 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
#12 - Bayerische Motoren Werke AG - (BMW)
In 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 future, and why hydrogen is the best available fuel alternative. We also peek at macro-dynamics, such as how country level approaches to carbon are affecting the entire industry. To see Hong Ee's idea and many more, plus gain access to a high performing global community, head towww.alphaswap.io [http://www.alphaswap.io/]
#10 - Running hot: SPACs
In 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 community, head towww.alphaswap.io [http://www.alphaswap.io/]
#9 - Basic Fit NV (BFIT)
In 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 modelling and why the market has mis-priced this stock. To see Milan's idea and many more, plus gain access to a high performing global community, head towww.alphaswap.io [http://www.alphaswap.io/]
#8 - Greensill Fallout
In 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 performing global community, head towww.alphaswap.io [http://www.alphaswap.io/]
#7 - BioNTech SE (BNTX)
In 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 affect the future of the company. We also end on the best resources out there for emerging investment talent. To see Leanne's idea and many more, plus gain access to a high performing global community, head towww.alphaswap.io [http://www.alphaswap.io/]