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
Investment Research Report: Grupo Aeroportuario del Sureste, SAB de CV (ASR)
Executive Summary This report provides a comprehensive analysis of Grupo Aeroportuario del Sureste, S.A.B. de C.V. (ASR), a multinational airport operator with a significant presence in Mexico, Puert…
00:49:32 |
Fri 25 Jul 2025
Investment Research Analysis: Grupo Aeroportuario del Pacifico S.A.B. de CV (PAC)
Executive Summary Grupo Aeroportuario del Pacifico, S.A.B. de C.V. (PAC) is a premier private airport operator in Latin America, managing a strategically diversified portfolio of 12 airports in Mexic…
00:25:25 |
Thu 24 Jul 2025
The Mexican Airport Concessions: A Comparative Investment Analysis of GAP, ASUR, and OMA
Executive Summary This report provides a comprehensive fundamental investment analysis of the three publicly traded Mexican airport operators: Grupo Aeroportuario del Pacífico (GAP), Grupo Aeroportua…
00:55:46 |
Wed 23 Jul 2025
Investment Research Analysis: TerraVest Industries Inc. (TVK.TO)
Executive Summary TerraVest Industries Inc. (TSX: TVK) is a diversified North American industrial manufacturer that has established leadership positions in a portfolio of niche infrastructure markets…
00:57:25 |
Tue 22 Jul 2025
Nicolas Correa SA (NEA.MC) – A Profitable Niche Leader Navigating Global Industrial Cycles
Executive Summary & Business Overview Nicolas Correa SA (NEA.MC) is a Spanish industrial group with a rich history dating back to 1947, specializing in the design, manufacture, and sale of high-preci…
01:04:44 |
Mon 21 Jul 2025
Comprehensive Investment Analysis: National Bank of Canada (TSX: NA)
Executive Summary This report provides a comprehensive investment analysis of National Bank of Canada (TSX: NA), the sixth-largest domestic systemically important bank (D-SIB) in Canada. The analysis…
00:20:30 |
Sun 20 Jul 2025
MTU Aero Engines AG (ETR: MTX) – Powering Through Turbulence: A Deep Dive into a Resilient Aftermarket Leader
Executive Summary This report provides an in-depth analysis of MTU Aero Engines AG (MTU). The valuation is derived from a weighted blend of Sum-of-the-Parts (SOTP), Discounted Cash Flow (DCF), and pe…
00:18:33 |
Sat 19 Jul 2025
AAON Inc. (AAON): Deep Dive Analysis of a Premium HVAC Manufacturer
I. Executive Summary & Investment Profile Company Snapshot AAON Inc. (NASDAQ: AAON) is a specialized U.S.-based manufacturer of premium, semi-custom, and custom commercial and industrial heating, ven…
00:16:58 |
Fri 18 Jul 2025
Safran SA: An In-Depth Investment Analysis of a Global Aerospace & Defense Leader
Executive Summary Safran SA stands as a premier Tier 1 supplier in the global aerospace and defense industry, commanding leadership positions across its core markets of Propulsion, Equipment & Defens…
00:24:14 |
Thu 17 Jul 2025
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