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The Gemini Brief - Investment Deep Dives

The Gemini Brief - Investment Deep Dives

Lukasz Tomicki and LRT Capital Management LLC

484 episodesEN-US

Show overview

The Gemini Brief - Investment Deep Dives launched in 2025 and has put out 484 episodes in the time since. That works out to roughly 380 hours of audio in total. Releases follow a near-daily cadence.

Episodes typically run thirty-five to sixty minutes — most land between 35 min and 59 min — though episode length varies meaningfully from one episode to the next. None of the episodes are flagged explicit by the publisher. It is catalogued as a EN-US-language Business show.

The show is actively publishing — the most recent episode landed earlier today, with 303 episodes already out so far this year. Published by Lukasz Tomicki and LRT Capital Management LLC.

Episodes
484
Running
2025–2026 · 1y
Median length
45 min
Cadence
Near-daily

From the publisher

Curated investment deep dives researched and written with the help of Google Gemini. The Gemini Report was created by LRT Capital Management LLC. Nothing in this podcast constitutes investment advise. All recordings are for informational purposes only. To learn more visit: www.lrtcapital.com

Latest Episodes

View all 484 episodes

Ross Stores Inc. (ROST): Comprehensive Investment Analysis

Oct 25, 202638 min

Investment Analysis Report: The TJX Companies, Inc. (TJX)

Oct 24, 202644 min

Investment Research Report: Credicorp Ltd. (BAP)

Oct 23, 202636 min

Investment Research Report: Grupo Cibest S.A. (CIB)

Oct 22, 202632 min

Grupo Aval Acciones y Valores S.A. (AVAL): A Critical Investment Analysis of Competitive Advantage, Structural Threats, and Capital Allocation

Oct 21, 202648 min

Comprehensive Investment Analysis: Banco de Chile (BCH)

Oct 19, 202635 min

Strategic Investment Analysis of Intercorp Financial Services Inc. (IFS)

Oct 19, 202635 min

Bank of America Corp (BAC) Investment Analysis: Assessing Competitive Advantage, Capital Allocation, and Intrinsic Value

Oct 18, 202644 min

Investment Research Report: HubSpot Inc. (HUBS)

Oct 17, 202632 min

Johnson & Johnson (JNJ) Investment Research Report: Analyzing Competitive Moats, Capital Allocation, and Structural Headwinds

Oct 16, 202633 min

Investment Research Report: Coherent Corp. (COHR) – A Critical Analysis of Competitive Advantage and Capital Allocation in the AI Infrastructure Supercycle

Oct 15, 202638 min

Investment Research Report: DHT Holdings Inc. (DHT)

Oct 14, 202639 min

Investment Research Report: Frontline plc (FRO)

Oct 13, 202641 min

Investment Research Report: Scorpio Tankers Inc. (STNG)

Oct 12, 202630 min

Comprehensive Investment Research Report: International Seaways Inc. (INSW)

Oct 11, 202641 min

Investment Research Report: Teekay Tankers Ltd. (TNK)

Oct 10, 202637 min

Hafnia Ltd (HAFNI): Fundamental Investment Analysis and Strategic Evaluation

Oct 9, 202635 min

Investment Research Report: TORM plc (TRMD)

Oct 8, 202637 min

Investment Research Report: Ardmore Shipping Corporation (ASC)

Oct 7, 202634 min

Investment Research Report: ZIM Integrated Shipping Services Ltd. (ZIM)

Oct 6, 202632 min
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