The Gemini Brief - Investment Deep Dives
427 episodes — Page 2 of 9
James Hardie Industries plc (JHX): A Fundamental Analysis of a Transformed Enterprise and an Execution Crisis
Jul 11, 202633 min
Comprehensive Due Diligence Report: The Home Depot, Inc. (HD)
Jul 10, 202628 min
American Express Company (AXP): Deep Research Investment Report
Jul 10, 202641 min
Illinois Tool Works Inc. (ITW) Investment Analysis Research
Jul 9, 202637 min
Investment Analysis: Bergman & Beving AB (BERG-B.ST)
Jul 8, 202631 min
Allegion plc (ALLE) — A Spec’d-In Compounder Marked Down as a Construction Cyclical, at Its Cheapest Multiple in a Decade
Jul 7, 202649 min
Investment Analysis: Momentum Group AB (publ) (MMGR-B.ST)
Jul 7, 202635 min
Alligo AB (ALLIGO-B.ST): Investment Research and Fundamental Analysis
Jul 6, 202637 min
Investment Analysis: Judges Scientific Plc (JDG.LSE)
Jul 5, 202635 min
Report on: Alfa Laval AB (publ) (ALFA.ST) – Comprehensive Investment Analysis
Jul 4, 202633 min
Dow Inc. (DOW): An Investment Analysis of a Cyclical Titan at a Trough
Jul 3, 202637 min
LyondellBasell Industries N.V. (LYB): Strategic Transformation at a Cyclical Trough
Jul 2, 202634 min
Investment Analysis: GEA Group AG (G1A.XETRA)
Jul 1, 202633 min
Grupo Supervielle S.A. (SUPV): A High-Beta Thesis on Argentina’s Structural Transformation
Jun 30, 202628 min
Comprehensive Investment Analysis: Banco BBVA Argentina S.A. (BBAR)
Jun 29, 202639 min
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
Ares Management, L.P. (ARES): An In-Depth Investment Analysis
Jun 10, 202638 min
Comprehensive Investment Analysis of The Blackstone Group (BX): Navigating Scale and Strategy in a Shifting Alternatives Landscape
Jun 9, 202634 min
RenaissanceRe Holdings Ltd. (RNR): An In-Depth Fundamental Analysis
Jun 8, 202644 min
Service Corporation International (SCI): An Investment Analysis
Jun 7, 202643 min
Elbit Systems Ltd. (ESLT): An In-Depth Fundamental Analysis
Jun 6, 202638 min
ONEOK Inc. (OKE): An In-Depth Analysis of a Transformed Midstream Powerhouse
Jun 5, 202647 min
Jabil Inc. (JBL): Comprehensive Investment Due Diligence Report
Jun 4, 202633 min
Fabrinet (FN): A Fundamental Analysis of a Critical Manufacturing Partner in the AI and Optical Communications Supply Chain
Jun 3, 202639 min
Comprehensive Investment Analysis: Heidelberg Materials AG (HEI.XETRA)
Jun 2, 202629 min
Holcim AG (HOLN.SW): Engineering a Higher-Value Future Through Strategic Separation and Sustainable Innovation
Jun 1, 202631 min
Investment Analysis: Eagle Materials Inc. (EXP)
May 31, 202634 min
The Global Financial Gatekeepers: An Investment Analysis of Publicly Traded Exchange Operators
May 30, 202640 min
Protector Forsikring ASA (PROT.OL) Investment Analysis
May 29, 202631 min
Investment Analysis: Gjensidige Forsikring ASA (GJF.OL)
May 28, 202628 min
Investment Analysis of Tryg A/S (TRYG.CO)
May 27, 202630 min