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The Gemini Brief - Investment Deep Dives

The Gemini Brief - Investment Deep Dives

Lukasz Tomicki and LRT Capital Management LLC

422 episodesEN-US

Show overview

The Gemini Brief - Investment Deep Dives launched in 2025 and has put out 422 episodes in the time since. That works out to roughly 350 hours of audio in total. Releases follow a near-daily cadence.

Episodes typically run thirty-five to sixty minutes — most land between 37 min and 1h — 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 yesterday, with 241 episodes already out so far this year. Published by Lukasz Tomicki and LRT Capital Management LLC.

Episodes
422
Running
2025–2026 · 1y
Median length
49 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 422 episodes

Ringkjøbing Landbobank A/S (RILBA.CO): Investment Analysis and Competitive Advantage Assessment

Aug 24, 202639 min

Axos Financial, Inc. (AX): The Arbitrage of Perception and Performance – A Deep Dive Investment Analysis

Aug 23, 202638 min

GrønlandsBANKEN A/S (GRLA.CO): Investment Analysis and Strategic Assessment

Aug 22, 202638 min

Oil-Dri Corp. of America (ODC) Investment Analysis: Structural Transformation in a Commoditized Industry

Aug 21, 202640 min

Investment Research Report: Greggs PLC (GRG.LSE)

Aug 20, 202637 min

Investment Research Report: Packaging Corporation of America (PKG)

Aug 19, 202637 min

Ball Corporation (BALL): The Pure-Play Pivot and the Compounding Value Algorithm

Aug 18, 202638 min

Comprehensive Investment Analysis: CyberArk Software Ltd. (CYBR)

Aug 17, 202638 min

Tenaris S.A. (TS) — The Best OCTG Franchise, Priced as If the Tariff Wall Is Permanent

Aug 16, 202649 min

Investment Research Report: Eaton Corporation plc (ETN)

Aug 15, 202638 min

Welltower Inc. (WELL) – The “Welltower 3.0” Era and the Senior Housing Supercycle

Aug 14, 202639 min

PACCAR Inc. (PCAR): A Structural Analysis of Competitive Durability, Capital Efficiency, and Cyclical Resilience

Aug 13, 202633 min

Snap-on Incorporated (SNA): A Forensic Analysis of Competitive Durability, Capital Allocation, and Secular Risks

Aug 12, 202639 min

Investment Research Report: Ulta Beauty, Inc. (ULTA)

Aug 11, 202637 min

LPL Financial Holdings Inc. (LPLA): Strategic Inflection, Scale Economics, and the Valuation Arbitrage of Independent Wealth Management

Aug 10, 202634 min

AFLAC Inc. (AFL): A Structural Analysis of Competitive Durability, Capital Allocation, and Sovereign Risk

Aug 9, 202627 min

CBRE Group, Inc. (CBRE): A Comprehensive Investment Analysis of Strategic Transformation, Competitive Durability, and Capital Allocation Efficacy

Aug 8, 202627 min

Strategic Investment Analysis: The Allstate Corporation (ALL)

Aug 7, 202631 min

Equity Research: Globe Life Inc. (GL) – A Deep Value Opportunity Shrouded in Operational and Reputational Complexity

Aug 6, 202636 min

Assurant Inc. (AIZ): The Strategic Hedge in Specialty Finance

Aug 5, 202642 min
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