The Gemini Brief - Investment Deep Dives
318 episodes — Page 2 of 7
Comprehensive Investment Analysis: Tokyo Electron Limited (TSE: 8035)
Mar 28, 20261h 14m
Investment Research Analysis: Diploma PLC (DPLM.LSE)
Mar 27, 202647 min
Comprehensive Investment Analysis: Svenska Handelsbanken AB (publ)
Mar 26, 202641 min
Comprehensive Investment Analysis: Construction Partners, Inc. (ROAD)
Mar 25, 202659 min
Laureate Education, Inc. (LAUR): An In-Depth Analysis of a Transformed Latin American Education Leader
Mar 24, 20261h 1m
Comprehensive Investment Analysis: Arcosa, Inc. (ACA)
Mar 23, 20261h 1m
Jackson Financial Inc. (JXN): An Analysis of a High-Yield Capital Return Story in Transition
Mar 22, 20261h 3m
HCI Group, Inc. (HCI): Navigating a Reformed Florida Insurance Market
Mar 21, 202651 min
Argan, Inc. (AGX): An In-Depth Fundamental Analysis of a Power Infrastructure Specialist
Mar 20, 20261h 1m
Croda International PLC (CRDA.LSE): An In-Depth Investment Analysis – Navigating Cyclical Headwinds Towards a High-Value Future
Mar 19, 20261h 11m
CMS Energy Corp. (CMS): Navigating Michigan’s Energy Transition
Mar 18, 202654 min
AeroVironment, Inc. (AVAV): A Strategic Analysis of a Defense Technology Prime in Transformation
Mar 17, 202658 min
NetEase, Inc. (NTES): A Global Gaming Powerhouse Trading at a Discount
Mar 16, 20261h 4m
TD SYNNEX Corporation (SNX): An In-Depth Fundamental Analysis
Mar 15, 202658 min
Investment Research Report: Advanced Semiconductor Engineering Inc. (ASX)
Mar 14, 202656 min
Parker-Hannifin Corporation (PH): An Asymmetric Analysis of Moat Durability, Capital Efficiency, and Secular Pivots in a Bifurcated Industrial Economy
Mar 13, 202629 min
Cummins Inc. (CMI) Investment Research Analysis
Mar 12, 20261h 27m
Applied Industrial Technologies, Inc. (AIT) – A Comprehensive Analysis of a Value-Added Industrial Distributor
Mar 11, 202645 min
Investment Research Report: The Trade Desk, Inc. (TTD)
Mar 10, 20261h 22m
Investment Analysis of Azelis Group NV (AZE.BR): A Resilient Consolidator Navigating a Cyclical Recovery
Mar 9, 20261h 8m
BM European Value Retail SA: An Analysis of Fundamental Drivers in a Dynamic Discount Market
Mar 8, 202656 min
Comprehensive Investment Analysis: Corpay Inc. (CPAY)
Mar 7, 202646 min
WEX Inc. (WEX): An In-Depth Analysis of a Diversified Commerce Platform
Mar 6, 202652 min
Comprehensive Investment Analysis: Colliers International Group Inc. (CIGI)
Mar 5, 20261h 22m
Zoetis Inc. (ZTS): An In-Depth Investment Analysis
Mar 4, 202651 min
CSW Industrials Inc. (CSW): An In-Depth Fundamental Analysis of a Niche Market Compounder
Mar 3, 202651 min
Equity Research Report: West Pharmaceutical Services, Inc. (WST)
Mar 2, 202653 min
Repligen Corporation (RGEN): An In-Depth Investment Analysis of a Bioprocessing Innovator
Mar 1, 20261h 9m
A. O. Smith Corporation (AOS): An In-Depth Research Report
Feb 28, 202655 min
An In-Depth Analysis of Nordson Corporation (NDSN): Precision Technology in a Dynamic Industrial Landscape
Feb 27, 202647 min
Comprehensive Investment Analysis: Watsco Inc. (WSO) – The Undisputed Leader in HVAC/R Distribution
Feb 26, 202640 min
Investment Analysis: IDEXX Laboratories, Inc. (IDXX)
Feb 25, 20261h 1m
Thermo Fisher Scientific, Inc. (TMO): An In-Depth Investment Analysis
Feb 24, 202656 min
Comprehensive Investment Analysis: Fastly, Inc. (FSLY)
Feb 23, 202648 min
Nestlé S.A. (NESN.SW): An Analysis of a Consumer Titan at a Strategic Crossroads
Feb 22, 202655 min
Steel Dynamics Inc. (STLD): An In-Depth Investment Analysis
Feb 21, 20261h 24m
L’Oréal S.A. (OR.PA) Investment Research Analysis
Feb 20, 202655 min
Comprehensive Investment Analysis: Pegasystems Inc. (NASDAQ: PEGA)
Feb 19, 20261h 17m
Coloplast A/S (COLO-B.CO) Investment Research Analysis
Feb 18, 202654 min
Investment Research Analysis: Bonesupport Holding AB (BONEX.ST)
Feb 17, 202650 min
CellaVision AB (CEVI.ST): An In-Depth Analysis of the Global Leader in Digital Cell Morphology
Feb 16, 202642 min
Demant A/S: Comprehensive Investment Analysis
Feb 15, 202649 min
Revenio Group Oyj (REG1V.HE): A Fundamental Analysis of a Niche Leader in Ophthalmic Diagnostics
Feb 14, 202624 min
Investment Research Analysis: Surgical Science Sweden AB (SUS.ST)
Feb 13, 202656 min
ChemoMetec A/S (CHEMM.CO): Deep-Dive Equity Analysis – A Niche Leader Navigating a Cyclical Growth Market
Feb 12, 202653 min
Investment Research Analysis: Sectra AB (publ) (SECT-B.ST)
Feb 11, 202641 min
Comprehensive Investment Analysis: Vitrolife AB (VITR.ST)
Feb 10, 202647 min
Deep Investment Research Report: BioGaia AB publ (BIOG-B.ST)
Feb 9, 202645 min
Scandinavian Medical Technology Sector Review
Feb 8, 20261h 6m
Investment Research Analysis: Thales SA (HO.PA)
Feb 7, 20261h 23m