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The Gemini Brief - Investment Deep Dives

The Gemini Brief - Investment Deep Dives

Lukasz Tomicki and LRT Capital Management LLC

362 episodesEN-US

Show overview

The Gemini Brief - Investment Deep Dives launched in 2025 and has put out 362 episodes in the time since. That works out to roughly 310 hours of audio in total. Releases follow a near-daily cadence.

Episodes typically run thirty-five to sixty minutes — most land between 40 min and 1h 2m — 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 2 days ago, with 181 episodes already out so far this year. Published by Lukasz Tomicki and LRT Capital Management LLC.

Episodes
362
Running
2025–2026 · 1y
Median length
52 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 362 episodes

Banco Macro S.A. (BMA): Comprehensive Investment Analysis

Jun 28, 202625 min

Comprehensive Investment Analysis: Grupo Financiero Galicia S.A. (GGAL)

Jun 27, 202614 min

Investment Analysis: Banco Patagonia S.A. (BCBA: BPAT)

Jun 26, 202624 min

Investment Analysis: Banco Bilbao Vizcaya Argentaria, S.A. (BBVA)

Jun 25, 202627 min

Investment Analysis: Lagercrantz Group AB (publ) (LAGR-B.ST)

Jun 24, 202631 min

Comprehensive Investment Analysis: Lifco AB (LIFCO-B.ST)

Jun 23, 202636 min

A Detailed Analysis of Indutrade AB (publ) (INDT.ST)

Jun 22, 202626 min

Targa Resources Corp. (TRGP): An Integrated Permian Powerhouse Poised for Growth

Jun 21, 202645 min

Comprehensive Investment Analysis: Energy Transfer LP (ET)

Jun 20, 202646 min

Plains All American Pipeline, L.P. (PAA): An In-Depth Investment Analysis

Jun 19, 202629 min

CompoSecure, Inc. (CMPO): An In-Depth Investment Analysis

Jun 18, 202633 min

Honeywell International Inc. (HON): Deconstructing a Conglomerate to Unlock Pure-Play Value

Jun 17, 202635 min

Pool Corporation (POOL): An Analysis of a Dominant Distributor Navigating a Cyclical Trough

Jun 16, 202643 min

EMCOR Group Inc. (EME) Investment Analysis

Jun 15, 202636 min

Comfort Systems USA Inc. (FIX): An In-Depth Investment Analysis

Jun 14, 202644 min

Integrated Electrical Services, Inc. (IESC): An Investment Analysis

Jun 13, 202628 min

KKR & Co. L.P. (KKR): An In-Depth Investment Analysis

Jun 12, 202642 min

Comprehensive Investment Analysis: Apollo Global Management, LLC (APO)

Jun 11, 202635 min

China Shenhua Energy Company Limited (CSUAY)

Jun 11, 202633 min

Western Digital Corporation (WDC) — Equity Research

Jun 11, 202652 min
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