The Gemini Brief - Investment Deep Dives
319 episodes — Page 4 of 7
P/F Bakkafrost (BAKKA.OL): An In-Depth Analysis of a Vertically Integrated Salmon Farmer
Dec 19, 202541 min
Comprehensive Equity Analysis: Tecan Group Ltd. (TECN.SW)
Dec 18, 202546 min
Comprehensive Investment Analysis: Sika AG (SIKA.SW)
Dec 17, 202556 min
Spirax Group PLC (SPX.LSE): Comprehensive Equity Analysis
Dec 16, 20251h 8m
Thule Group AB (THULE.ST): An Analysis of Cyclical Resilience and Strategic Growth
Dec 15, 202555 min
Crown Castle International Corp. (CCI): A Strategic Pivot to a Pure-Play Tower Future
Dec 14, 202546 min
American Tower Corporation (AMT): An In-depth Fundamental Analysis
Dec 13, 202551 min
An Investment Analysis of SBA Communications Corp. (SBAC)
Dec 12, 202558 min
Comprehensive Investment Analysis of Ferguson plc (FERG)
Dec 11, 202539 min
Core & Main, Inc. (CNM) – Comprehensive Equity Analysis
Dec 10, 202542 min
Ametek Inc. (AME): An In-depth Analysis of a Differentiated Industrial Technology Leader
Dec 9, 202558 min
Deep Investment Research Analysis: Epiroc AB (EPI-B.ST)
Dec 8, 202554 min
Atlas Copco AB (ATCO-B.ST) Investment Research Analysis
Dec 7, 20251h 2m
Report on Investor AB (INVE-B.ST): A Comprehensive Equity Investment Analysis
Dec 6, 202558 min
Brown & Brown Inc. (BRO) – Comprehensive Investment Research Analysis
Dec 5, 20251h 1m
Comprehensive Investment Analysis: Arthur J. Gallagher & Co. (AJG)
Dec 4, 20251h 6m
Willis Towers Watson PLC (WTW) – A Comprehensive Investment Analysis
Dec 3, 202553 min
Aon plc (AON): An Investment Research Analysis
Dec 2, 20251h 0m
Investment Research Report: Marsh & McLennan Companies, Inc. (MRSH)
Dec 1, 20251h 15m
Publicly Listed Insurance Brokers: An Investment Analysis
Nov 30, 202547 min
Comprehensive Investment Analysis: Franco-Nevada Corporation (FNV)
Nov 29, 202556 min
Comprehensive Investment Analysis: Wheaton Precious Metals Corp. (WPM)
Nov 28, 202547 min
An In-Depth Analysis of Haypp Group AB (HAYPP.ST): Navigating the Global Shift in Oral Nicotine
Nov 27, 202554 min
Investment Research Analysis: X-FAB Silicon Foundries EV (XFAB.PA)
Nov 26, 20251h 0m
Investment Analysis: Petróleo Brasileiro S.A. – Petrobras (PBR-A)
Nov 25, 202555 min
Ecopetrol SA (EC): Navigating a Shifting Landscape
Nov 24, 202557 min
Vinci SA (DG.PA): An In-Depth Investment Analysis
Nov 23, 202557 min
Deep Investment Research Analysis: Ferrovial, S.A. (FER.MC)
Nov 22, 202551 min
Cellnex Telecom, S.A.: Navigating the Next Chapter in European Towers
Nov 21, 20251h 11m
Equity Research Report: Halma PLC (HLMA.LSE) – A Diversified Compounder Built on Niche Dominance
Nov 20, 20251h 5m
Global Payments Inc. (GPN): An In-Depth Analysis of a Strategic Transformation
Nov 19, 202557 min
Cambi ASA (CAMBI.OL): An Investment Analysis
Nov 18, 20251h 5m
Darling Ingredients Inc. (DAR): An Analysis of a Vertically Integrated Waste-to-Value Enterprise
Nov 17, 202556 min
Fielmann Aktiengesellschaft (FIE.XETRA): An In-Depth Investment Analysis
Nov 16, 20251h 14m
Zscaler Inc. (ZS): An In-Depth Investment Analysis
Nov 15, 20251h 7m
CrowdStrike Holdings, Inc. (CRWD): An In-depth Investment Analysis
Nov 14, 202555 min
Comprehensive Investment Analysis: Fortinet Inc. (FTNT)
Nov 13, 20251h 20m
Palo Alto Networks, Inc. (PANW): An Investment Research Analysis
Nov 12, 20251h 35m
Comprehensive Investment Analysis: Arista Networks, Inc. (ANET)
Nov 11, 20251h 9m
Costco Wholesale Corporation (COST): An In-Depth Investment Analysis
Nov 10, 20251h 7m
Secure Energy Services Inc.: An In-Depth Fundamental Analysis
Nov 9, 20251h 3m
Cintas Corporation (CTAS): An In-Depth Equity Research Analysis
Nov 8, 202553 min
Comprehensive Investment Analysis: Eli Lilly and Company (LLY)
Nov 7, 202558 min
Comprehensive Investment Analysis: Aena S.M.E., S.A. (AENA.MC)
Nov 6, 202533 min
HEICO Corporation (HEI-A): An Investment Analysis
Nov 5, 202546 min
TransDigm Group Incorporated (TDG) – Comprehensive Investment Analysis
Nov 4, 20251h 8m
BWX Technologies, Inc. (BWXT) – A Comprehensive Analysis of a Nuclear Technology Leader
Nov 3, 202551 min
Auto Partner SA (APR.WAR): Navigating Growth and Margin Headwinds in a Consolidating Aftermarket
Nov 2, 202544 min
Inter Cars SA (CAR.WAR) – Comprehensive Investment Research Analysis
Nov 1, 202546 min
Bolloré SE (BOL.PA): An In-Depth Analysis of a Transformed Investment Holding Company
Oct 31, 202548 min