Investor Intelligence

Healthcare investing isn't always about blockbuster drugs – sometimes the best opportunities hide in profitable niches. In this episode, we sit down with Finimize analyst Russell Burns to dig into Harrow, an ophthalmology pharma company whose stock has dropped 30% in recent weeks despite a still-strong growth outlook. With shares up 400% over five years – dwarfing the S&P 500 – Russell explains why this pullback might be the entry point investors have been waiting for. Try Finimize ...

The AI boom has a growing problem: it needs an enormous amount of power. Data centers are already pushing electricity grids to their limits, and building new ones on Earth is getting harder, slower, and more expensive. So some of tech’s biggest names are thinking bigger - and higher. In this episode, Finimize analyst Reda Farran joins the pod to explore the idea of putting data centers in low Earth orbit. It sounds like science fiction, but the logic is gaining attention: near-limitless solar...

Every month, we open the books. In this episode, the Finimize team join the pod to review how our investing ideas have actually performed. We go through the winners, the laggards, and the positions that tested our conviction - all tracked publicly, with live numbers. Since launch in October 2024, the portfolio has delivered a 42% average absolute annualized return, beaten its benchmarks by 19% annualized, and achieved a 76% hit rate. But performance stats only matter if you understand w...

Rolls-Royce is one of those stocks that sounds like it should be tapped out by now. The shares are up more than tenfold, the turnaround story is well known - and yet, the valuation debate is only getting louder. In this episode, Finimize Analyst Theodora Lee Joseph joins the pod. She's been rethinking her long-standing US-centric investing approach and landed on an unexpected name: Rolls-Royce Holdings. Not the cars - the industrial engine-maker powering aircraft, defense systems, data ...

London Stock Exchange Group isn’t a flashy name in the AI boom. It doesn’t build chips or train models. But for years, it’s quietly made money doing something far less glamorous - selling the infrastructure, data, and plumbing that global markets rely on every day. In this episode, Finimize Analyst Russell Burns joins the pod to talk about why recent fears around AI disrupting financial data have hit London Stock Exchange Group so hard, why the selloff may have gone too far - and ultimately, ...