What Alex Roepers is saying
Founder & CIO, Atlantic Investment Management
5 dated public stances tracked since 2019-12-22, most recently 2026-06-15. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Alex Roepers's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Alex Roepers is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances.
2026-06-15
DCH
bullish
Yet Another Value Podcast · video
The American Axle + Dowlais merger creates $300M+ in achievable cost synergies on an $11B revenue base (3% of sales, ~30% SG&A / 50% purchasing / 20% operational), the stock trades near 5x free cash flow with a PSU grant structure ($12–$22 strike vs. ~$6…
“you're looking at you know a double or triple on the stock in the next...year and a half to two years”
Alex Roepers on two deep-value special situations: $DCH and $NOMD
2026-06-15
NOMD
bullish
Yet Another Value Podcast · video
Nomad Foods trades at ~7x EBITDA and ~5.5x earnings with a 7%+ dividend yield, a new CEO resetting expectations and promising an October analyst day, insider buying by co-founder Gottesman at $10, and clear private-equity takeout logic given the high cash…
“I think the stock will go to 15 to 20, and you'll see the yield dropping that way to four, four and a half”
Alex Roepers on two deep-value special situations: $DCH and $NOMD
2019-12-22
EUROPEAN MID-CAP VALUE STOCKS
bullish
Value Investing Congress · video
ETF-driven capital concentration into large-cap growth has left European mid-caps trading at single-digit multiples with low expectations and low rates providing a favorable macro backdrop for reversion
“Europe is a candy store for mid-cap value investing at this particular moment”
Alex Roepers, where could value investors find the best "candies" to invest in 2020?
2019-12-22
INDUSTRIALS
bullish
Value Investing Congress · video
Japanese industrial companies hold enormous cash balances relative to market cap and are being pushed toward buybacks, dividends, and better corporate governance by Abenomics reforms, creating shareholder value upside as China stabilizes
“we see within Japan clearly at this moment a lot of opportunity in the industrial space”
90d -40.1% · 180d -15.0% · 1y +9.3%
Alex Roepers, where could value investors find the best "candies" to invest in 2020?
2019-12-22
TKR
bullish
Value Investing Congress · video
Timken's high-precision ball bearings serve diverse, non-cyclical end markets including rail, wind energy, and aftermarket repair, and the proprietary manufacturing know-how creates a durable competitive moat tied to global economic growth
“the know-how, the capability of making those high-quality critical ball bearings is really unique to them”
90d -55.2% · 180d -21.2% · 1y +39.2%
Alex Roepers, where could value investors find the best "candies" to invest in 2020?
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