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PODCAST

The Gemini Report - Investment Deep Dives

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

business investing

All Episodes

1:08:18

AI Infrastructure Investment Risk Analysis: A...

The Gemini Report - Investment Deep Dives ·

2025/08/26

Executive Summary & Risk Dashboard The prevailing market narrative posits a multi-year, secular supercycle in Artificial Intelligence (AI) infrastructure investment, driven by the transformative potential of generative AI. While the long-term trend of AI adoption is not in dispute, this report contends that the current exponential rate of infrastructure spending growth is fragile and exposed […]

en-US

45:59

Navigating the Churn: An Institutional Analysis of...

The Gemini Report - Investment Deep Dives ·

2025/08/25

Executive Summary The U.S. cable Internet Service Provider (ISP) industry, long defined by the dominance of incumbents like Comcast (CMCSA) and Charter Communications (CHTR), is at a critical inflection point. Its established business model, built on the foundation of regional monopolies and highly profitable video bundling, is being systematically dismantled by a multi-front competitive assault. […]

en-US

42:57

From Copper to Glass: Deconstructing the Great...

The Gemini Report - Investment Deep Dives ·

2025/08/24

Executive Summary The U.S. telecommunications landscape is undergoing its most significant infrastructural transformation in a century. After more than a decade of deep-seated reluctance, incumbent carriers have executed a dramatic strategic pivot, moving from cautious, incremental upgrades of their legacy copper networks to aggressive, multi-billion-dollar capital expenditure programs aimed at the mass deployment of Fiber-to-the-Home […]

en-US

1:06:59

Veris Residential Inc. (VRE): An In-Depth Investment...

The Gemini Report - Investment Deep Dives ·

2025/08/23

Executive Summary This report provides an exhaustive analysis of Veris Residential Inc. (NYSE: VRE), a real estate investment trust (REIT) that has recently completed a multi-year transformation into a pure-play Class A multifamily operator. Formerly Mack-Cali Realty Corporation, a diversified and office-centric entity, Veris Residential now owns and manages a high-quality, geographically concentrated portfolio of […]

en-US

49:23

Sezzle Inc. (SEZL): Navigating the Competitive...

The Gemini Report - Investment Deep Dives ·

2025/08/22

I. Executive Summary This report provides a comprehensive fundamental analysis of Sezzle Inc. (NASDAQ: SEZL), a purpose-driven digital payments platform operating within the rapidly expanding Buy Now, Pay Later (BNPL) sector. The central investment narrative for Sezzle is that of a nimble, recently profitable, and high-growth company that has successfully carved out a niche by […]

en-US

1:11:01

Signet Jewelers Limited (SIG): An In-Depth Investment...

The Gemini Report - Investment Deep Dives ·

2025/08/21

Executive Summary Signet Jewelers Limited (SIG) stands as the world’s largest retailer of diamond jewelry, commanding a dominant market position in the highly fragmented U.S. jewelry market.1 With a portfolio of well-known banners including Kay Jewelers, Zales, and Jared, complemented by a growing digital presence through acquisitions like Blue Nile and JamesAllen.com, the company operates […]

en-US

1:03:47

Comprehensive Investment Analysis: Southern Copper...

The Gemini Report - Investment Deep Dives ·

2025/08/20

1. Executive Summary This report provides a comprehensive investment analysis of Southern Copper Corporation (SCCO), one of the world’s premier integrated copper producers. The analysis indicates that SCCO represents a unique combination of world-class assets, industry-leading cost efficiency, and a clearly defined, long-term organic growth trajectory. The company’s position as the holder of the largest […]

en-US

59:17

IFirma SA (IFI.WAR): An In-depth Financial Analysis

The Gemini Report - Investment Deep Dives ·

2025/08/19

Executive Summary This report provides a comprehensive financial analysis of IFirma SA (IFI.WAR), a Warsaw Stock Exchange-listed company specializing in online accounting and business services for the Polish market. Founded in 1997 and operating primarily through its ifirma.pl portal, the company has established a strong niche serving sole proprietors (JDG), small-to-medium enterprises (SMEs), and e-commerce […]

en-US

1:21:36

Valvoline Inc. (VVV): An In-Depth Analysis of a...

The Gemini Report - Investment Deep Dives ·

2025/08/18

Executive Summary Valvoline Inc. has executed a significant strategic transformation, evolving from a hybrid manufacturer and retailer into a pure-play, high-growth automotive service provider following the 2023 divestiture of its Global Products business. The core investment thesis now centers on the company’s capacity to leverage its formidable brand equity, a highly successful and scalable franchise […]

en-US

44:16

Deep Research Analysis: Power Solutions...

The Gemini Report - Investment Deep Dives ·

2025/08/17

Executive Summary Power Solutions International, Inc. (PSIX) is a specialized designer, engineer, and manufacturer of advanced, emission-certified engines and power systems. The company operates a fuel-agnostic strategy, offering integrated powertrain solutions for a variety of fuels including natural gas, propane, gasoline, and diesel to global Original Equipment Manufacturers (OEMs).1 The company is in the midst […]

en-US

59:41

Investment Research Analysis: Gaztransport &...

The Gemini Report - Investment Deep Dives ·

2025/08/16

1. Business Model & Core Operations: The Technology Gatekeeper Gaztransport & Technigaz SA (GTT) is a highly specialized engineering company, not a manufacturer, that occupies a unique and powerful position within the global energy supply chain. The company’s core business is the design and licensing of advanced cryogenic membrane containment systems, which are essential for […]

en-US

51:13

Medpace Holdings, Inc. (MEDP) Investment Research...

The Gemini Report - Investment Deep Dives ·

2025/08/15

1. Company Overview & Business Model The Medpace Differentiator: A Physician-Led, Full-Service CRO Medpace Holdings, Inc. (Medpace) is a scientifically-driven, global, full-service clinical contract research organization (CRO) that provides a comprehensive suite of services for Phase I-IV clinical development.1 Founded in 1992, the company’s stated mission is to “accelerate the global development of safe and […]

en-US

1:30:52

Deep Investment Research Analysis: The Estée Lauder...

The Gemini Report - Investment Deep Dives ·

2025/08/14

I. Executive Summary: An Iconic Brand at a Strategic Crossroads The Estée Lauder Companies Inc. (EL) stands as a titan of the global prestige beauty industry, a steward of some of the world’s most iconic and aspirational brands. For decades, the company has been a paragon of consistent growth and premium positioning, built on a […]

en-US

59:17

Investment Analysis: Installed Building Products,...

The Gemini Report - Investment Deep Dives ·

2025/08/13

Executive Summary This report provides a comprehensive investment analysis of Installed Building Products, Inc. (IBP), a leading installer of insulation and complementary building products in the United States. The company has established a significant market position, primarily through a disciplined and aggressive acquisition-led growth strategy, effectively consolidating a highly fragmented industry. IBP’s business model is […]

en-US

1:01:07

Deep Investment Research Analysis: TopBuild Corp. (BLD)

The Gemini Report - Investment Deep Dives ·

2025/08/12

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 in the United States and Canada. The company operates a diversified business model across residential, commercial, and industrial end-markets, commanding a #1 market position in residential insulation […]

en-US

1:08:51

Builders FirstSource, Inc. (BLDR): A Deep-Dive...

The Gemini Report - Investment Deep Dives ·

2025/08/11

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-added services to the professional new residential construction and repair and remodeling markets. The company has established a dominant market position through a combination of organic growth and an aggressive, disciplined […]

en-US

56:27

Brown-Forman Corporation (BF-B): An In-Depth...

The Gemini Report - Investment Deep Dives ·

2025/08/10

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-controlled consumer staples investment with an enviable portfolio of iconic brands, most notably the Jack Daniel’s franchise and the rapidly ascending Woodford Reserve. Its enduring competitive advantages are rooted in […]

en-US

1:08:00

Novo Nordisk A/S (NVO) Investment Research Analysis

The Gemini Report - Investment Deep Dives ·

2025/08/10

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 Danish firms in 1989, the company has established itself as a dominant force in the treatment of serious chronic diseases.2 Its business model is centered […]

en-US

1:11:52

UnitedHealth Group (UNH): An Integrated Healthcare...

The Gemini Report - Investment Deep Dives ·

2025/08/09

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 the United States. The core investment thesis centers on the company’s uniquely powerful and self-reinforcing business model, which combines the immense scale of its UnitedHealthcare insurance operations with the […]

en-US

1:03:35

Molina Healthcare, Inc. (MOH): Navigating a Paradigm...

The Gemini Report - Investment Deep Dives ·

2025/08/08

Executive Summary This report provides a comprehensive fundamental analysis of Molina Healthcare, Inc. (MOH), a managed care organization (MCO) specializing exclusively in government-sponsored healthcare programs. The company’s strategic identity is that of a pure-play specialist, possessing deep domain expertise in serving the complex needs of Medicaid, Medicare, and Marketplace populations. This focus has been the […]

en-US

142 results

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