The Gemini Report - Investment Deep Dives

The Gemini Report - Investment Deep Dives

Por: Lukasz Tomicki and LRT Capital Management LLC
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
125 episodios disponibles

Latest episodes of the podcast The Gemini Report - Investment Deep Dives

HEICO Corporation (HEI-A): An Investment Analysis 05/11/2025
TransDigm Group Incorporated (TDG) – Comprehensive Investment Analysis 04/11/2025
BWX Technologies, Inc. (NYSE: BWXT) – A Comprehensive Analysis of a Nuclear Technology Leader 03/11/2025
Auto Partner SA (APR.WAR): Navigating Growth and Margin Headwinds in a Consolidating Aftermarket 02/11/2025
Inter Cars SA (CAR.WAR) – Comprehensive Investment Research Analysis 01/11/2025
Bolloré SE (BOL.PA): An In-Depth Analysis of a Transformed Investment Holding Company 31/10/2025
Air Liquide SA (AI.PA): A Compelling Investment in Profitable, Sustainable Growth 30/10/2025
Air Products & Chemicals Inc. (APD): A Strategic Crossroads 29/10/2025
Report on Linde plc (LIN): An In-Depth Fundamental Analysis 28/10/2025
Comprehensive Due Diligence Report: Auckland International Airport Limited (AIA.AX) 27/10/2025
Investment Research Analysis: Aéroports de Paris SA (ADP.PA) 26/10/2025
Investment Analysis: Fraport AG (FRA.XETRA) 25/10/2025
ArcBest Corporation (ARCB): Navigating the Freight Cycle with an Integrated Strategy 24/10/2025
Comprehensive Investment Analysis of XPO, Inc. (NYSE: XPO) – A Pure-Play LTL Leader in Transformation 23/10/2025
TFI International Inc. (TFII) Deep Investment Research Analysis 22/10/2025
Comprehensive Investment Analysis: Saia, Inc. (SAIA) – An Examination of Aggressive Growth vs. Execution Risk 21/10/2025
An In-Depth Analysis of Old Dominion Freight Line Inc. (ODFL): A Premium Operator in a Cyclical Industry 20/10/2025
North American Less-Than-Truckload Trucking: An Industry Undergoing Structural Evolution 19/10/2025
Robertet SA: An Analysis of a Naturals-Focused Leader in the Flavors & Fragrances Industry 18/10/2025
Takasago International Corporation: Navigating a Shifting Sensory Landscape 17/10/2025
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