The Gemini Report - Investment Deep Dives
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
- Update frequency
- every day
- Average duration
- 55 minutes
- Episodes
- 69
- Years Active
- 2025
Deep Investment Research Analysis: TopBuild Corp. (BLD)
Section 1: Executive Summary & Core Investment Thesis 1.1. Company Snapshot TopBuild Corp. (NYSE: BLD) is a premier installer and specialty distributor of insulation and building envelope solutions i…
01:01:07 |
Tue 12 Aug 2025
Builders FirstSource, Inc. (BLDR): A Deep-Dive Fundamental Analysis
Executive Summary This report provides a comprehensive fundamental analysis of Builders FirstSource, Inc. (BLDR), the largest U.S. supplier of building products, prefabricated components, and value-a…
01:08:51 |
Mon 11 Aug 2025
Brown-Forman Corporation (BF-B): An In-Depth Investment Analysis
I. Executive Summary This report provides a comprehensive fundamental analysis of Brown-Forman Corporation, a leading global producer of premium spirits. The company represents a high-quality, family…
00:56:27 |
Sun 10 Aug 2025
Novo Nordisk A/S (NVO) Investment Research Analysis
1. Company Overview & Business Model Novo Nordisk A/S is a global healthcare company with a century-long history of innovation, headquartered in Bagsværd, Denmark.1 Founded through the merger of two …
01:08:00 |
Sun 10 Aug 2025
UnitedHealth Group (UNH): An Integrated Healthcare Colossus
I. Executive Summary & Investment Thesis This report provides a comprehensive fundamental analysis of UnitedHealth Group Incorporated (UNH), the largest and most diversified healthcare enterprise in …
01:11:52 |
Sat 09 Aug 2025
Molina Healthcare, Inc. (MOH): Navigating a Paradigm Shift in Government-Sponsored Healthcare
Executive Summary This report provides a comprehensive fundamental analysis of Molina Healthcare, Inc. (MOH), a managed care organization (MCO) specializing exclusively in government-sponsored health…
01:03:35 |
Fri 08 Aug 2025
Elevance Health Inc. (ELV) Investment Research Analysis
Section 1: Executive Summary & Investment Thesis Framework Overview Elevance Health Inc. (ELV), a titan in the U.S. managed care industry, finds itself at a pivotal moment, presenting a complex and d…
00:58:41 |
Thu 07 Aug 2025
SAP SE (SAP) Investment Research Analysis
1. Company Overview & Business Model SAP SE is a German multinational software corporation that develops enterprise software to manage business operations and customer relations. The company is the w…
00:54:53 |
Wed 06 Aug 2025
Oracle Corporation (ORCL): An In-Depth Investment Analysis
Executive Summary Oracle Corporation is at a critical inflection point, navigating a profound transition from its legacy as an on-premise software provider to a formidable competitor in the high-grow…
01:07:49 |
Tue 05 Aug 2025
Deep Investment Research Analysis: X Trade Brokers Dom Maklerski SA (XTB.WAR)
1. Company Overview & Business Model Analysis Core Business Description X Trade Brokers Dom Maklerski SA (XTB), established in 2002 in Warsaw, Poland, has evolved significantly from its origins as a …
00:53:24 |
Mon 04 Aug 2025
Investment Research Analysis: Żabka Group SA (ZAB.WAR)
1. Company Overview & Business Model Żabka Group SA has evolved significantly since its founding in 1998, transforming from a chain of traditional convenience stores into what its management describe…
00:36:26 |
Sun 03 Aug 2025
Investment Research Analysis: Dino Polska SA (DNP.WAR)
Executive Summary & Investment Thesis Highlights Dino Polska SA represents a compelling case of a high-growth, high-return “compounder” built on a uniquely defensible business model within the Polish…
00:48:37 |
Sat 02 Aug 2025
Safran SA: An In-Depth Investment Analysis of a Global Aerospace & Defense Leader
00:24:14 |
Fri 01 Aug 2025
ASSA ABLOY AB (ASSA-B.ST): Comprehensive Investment Research Analysis
1. Company Overview & Business Model Introduction to ASSA ABLOY ASSA ABLOY AB (publ), formed through the 1994 merger of Sweden’s ASSA and Finland’s Abloy, has evolved into the undisputed global leade…
01:12:18 |
Fri 01 Aug 2025
Amphenol Corporation (APH): A Deep Investment Research Analysis
Executive Summary Amphenol Corporation (NYSE: APH) stands as a premier global designer, manufacturer, and marketer of high-technology interconnect, antenna, and sensor solutions. The company operates…
01:01:24 |
Thu 31 Jul 2025
Exponent Inc. (EXPO) – Comprehensive Investment Research Analysis
Executive Summary Exponent, Inc. (NASDAQ: EXPO) is a premier, multidisciplinary engineering and scientific consulting firm with a distinguished 50-year history rooted in the complex field of failure …
00:37:21 |
Wed 30 Jul 2025
Edenred SA (EDEN.PA): An In-Depth Investment Analysis
Executive Summary Edenred SA stands as a global leader in the specific-purpose payment solutions market, operating a sophisticated B2B2C digital platform that connects approximately 1 million corpora…
00:58:04 |
Tue 29 Jul 2025
GATX Corporation (GATX): An In-Depth Analysis of a Railcar Leasing Leader
Executive Summary & Investment Thesis Introduction GATX Corporation (NYSE: GATX) stands as a premier global lessor of long-lived, mission-critical transportation assets, with a distinguished history …
00:29:44 |
Mon 28 Jul 2025
Investment Research Analysis: Corporación América Airports S.A. (CAAP)
Executive Summary This report provides a comprehensive investment analysis of Corporación América Airports S.A. (NYSE: CAAP), one of the world’s largest private airport operators by number of airport…
00:59:08 |
Sun 27 Jul 2025
Grupo Aeroportuario del Centro Norte (OMAB)
Executive Summary This report provides a comprehensive fundamental analysis of Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (OMAB), a key operator of infrastructure assets within Mexico’s dyn…
01:14:47 |
Sat 26 Jul 2025
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