x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

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

44:21

Auto Partner SA (APR.WAR): Navigating Growth and...

The Gemini Report - Investment Deep Dives ·

2025/11/02

Executive Summary Auto Partner SA is a prominent and dynamically expanding importer and distributor of automotive spare parts, with a strong foothold in Poland and a rapidly growing presence across Central and Eastern Europe (CEE). The company has demonstrated a remarkable track record of robust, double-digit revenue growth, successfully transforming its business model to achieve […]

en-US

46:34

Inter Cars SA (CAR.WAR) – Comprehensive Investment...

The Gemini Report - Investment Deep Dives ·

2025/11/01

1. Company Overview & Business Model Introduction to Inter Cars SA Inter Cars SA, founded in 1990 and headquartered in Warsaw, Poland, is the largest importer and distributor of automotive spare parts in the Central and Eastern European (CEE) region.1 The company has established a formidable presence across the continent, with a physical distribution network […]

en-US

48:25

Bolloré SE (BOL.PA): An In-Depth Analysis of a...

The Gemini Report - Investment Deep Dives ·

2025/10/31

I. Executive Summary: The Metamorphosis of a Conglomerate Bolloré SE has undergone a profound and deliberate metamorphosis, transitioning from a diversified industrial and logistics conglomerate into a streamlined, cash-rich investment holding company. The strategic divestitures of its legacy African and global logistics businesses between 2022 and 2024 have fundamentally reshaped its corporate identity and financial […]

en-US

50:20

Air Liquide SA (AI.PA): A Compelling Investment in...

The Gemini Report - Investment Deep Dives ·

2025/10/30

Executive Summary & Investment Thesis This report presents a comprehensive investment analysis of Air Liquide SA (AI.PA), a world leader in gases, technologies, and services for industry and health. The analysis concludes that Air Liquide represents a compelling long-term investment opportunity, underpinned by a resilient and diversified business model, a clear and credible strategy for […]

en-US

52:27

Air Products & Chemicals Inc. (APD): A Strategic...

The Gemini Report - Investment Deep Dives ·

2025/10/29

1. Company Overview & Business Model Air Products & Chemicals Inc. (APD) is a world-leading industrial gases company with operations spanning over 80 years.1 The company supplies essential industrial gases, related equipment, and applications expertise to a diverse customer base across dozens of industries, including refining, chemicals, metals, electronics, manufacturing, medical, and food.1 With operations […]

en-US

1:18:56

Report on Linde plc (LIN): An In-Depth Fundamental...

The Gemini Report - Investment Deep Dives ·

2025/10/28

Executive Summary Linde plc stands as the undisputed global leader in the industrial gases industry, an oligopolistic market characterized by high barriers to entry and rational competition.1 Following the transformative 2018 merger of Praxair, Inc. and Linde AG, the company has established a dominant position defined by its unparalleled scale, technological leadership, and unmatched global […]

en-US

33:42

Comprehensive Due Diligence Report: Auckland...

The Gemini Report - Investment Deep Dives ·

2025/10/27

Investment Thesis Summary: A Strategic National Asset at a Crossroads of Growth and Scrutiny Auckland International Airport Limited (AIA) presents a compelling, albeit complex, investment proposition. It embodies a premier, regulated monopoly infrastructure asset embarking on a transformative, multi-billion-dollar capital expenditure program. This ambitious upgrade is fundamental to securing the future of New Zealand’s primary […]

en-US

43:58

Investment Research Analysis: Aéroports de Paris SA...

The Gemini Report - Investment Deep Dives ·

2025/10/26

I. Executive Summary & Investment Thesis A. Report Scope and Objective This report provides a comprehensive, data-driven fundamental analysis of Aéroports de Paris SA (Groupe ADP), designed for a sophisticated investor with a 5-to-10-year investment horizon. The analysis focuses on the 2022-2024 period to thoroughly assess the company’s post-pandemic recovery, current operational trajectory, and strategic […]

en-US

39:35

Investment Analysis: Fraport AG (FRA.XETRA)

The Gemini Report - Investment Deep Dives ·

2025/10/25

1. Company Overview & Business Model Analysis Fraport AG is a globally active airport operator, managing a portfolio of 29 airports across four continents.1 The company’s business model is diversified across four primary segments, providing a mix of regulated and commercial revenue streams. This structure offers a degree of resilience but also exposes the group […]

en-US

1:29:27

ArcBest Corporation (ARCB): Navigating the Freight...

The Gemini Report - Investment Deep Dives ·

2025/10/24

Introduction: An Integrated Logistics Player at a Cyclical Crossroads ArcBest Corporation presents a complex investment case, balancing the operational resilience and market share gains of its core Asset-Based less-than-truckload (LTL) business against the strategic repositioning and performance challenges of its Asset-Light segment. The company’s significant valuation discount to peers reflects structural factors like its unionized […]

en-US

45:18

Comprehensive Investment Analysis of XPO, Inc. (NYSE:...

The Gemini Report - Investment Deep Dives ·

2025/10/23

Company Overview & Business Model The “New” XPO: A Transformed LTL Powerhouse Following a period of significant corporate restructuring, XPO, Inc. (XPO) has emerged as a fundamentally different entity from its previous incarnation as a diversified logistics conglomerate. The strategic spin-offs of its contract logistics business into GXO Logistics, Inc. (GXO) in August 2021 1 […]

en-US

44:05

TFI International Inc. (TFII) Deep Investment...

The Gemini Report - Investment Deep Dives ·

2025/10/22

Executive Summary & Business Overview Strategic Synopsis TFI International Inc. (TFII) is a premier North American transportation and logistics holding company, distinguished by a disciplined, acquisition-driven growth strategy and a decentralized operating model. The company has evolved into a diversified industry leader by acquiring and managing a vast network of over 90 operating companies across […]

en-US

1:27:13

Comprehensive Investment Analysis: Saia, Inc. (SAIA)...

The Gemini Report - Investment Deep Dives ·

2025/10/21

Executive Summary This report provides a comprehensive investment analysis of Saia, Inc. (SAIA), a major transportation provider specializing in Less-Than-Truckload (LTL) freight services. The central investment thesis for Saia revolves around a high-growth, high-risk strategy centered on an aggressive consolidation of market share through rapid, debt-funded network expansion. The company stands at a critical inflection […]

en-US

1:23:15

An In-Depth Analysis of Old Dominion Freight Line...

The Gemini Report - Investment Deep Dives ·

2025/10/20

I. Executive Summary This report provides a comprehensive fundamental analysis of Old Dominion Freight Line Inc. (ODFL), the second-largest Less-than-Truckload (LTL) carrier in the United States by revenue and the industry’s recognized leader in operational execution and profitability.1 The central analytical challenge in evaluating ODFL is reconciling its persistent premium valuation with its best-in-class operational […]

en-US

54:03

North American Less-Than-Truckload Trucking: An...

The Gemini Report - Investment Deep Dives ·

2025/10/19

I. Executive Summary This report provides a comprehensive fundamental analysis of the North American Less-Than-Truckload (LTL) trucking industry from an equity investor’s perspective. The core analytical conclusion is that the LTL sector represents a compelling investment theme for long-term investors, underpinned by an oligopolistic market structure, significant and durable barriers to entry, and demonstrated pricing […]

en-US

45:30

Robertet SA: An Analysis of a Naturals-Focused Leader...

The Gemini Report - Investment Deep Dives ·

2025/10/18

Executive Summary This report provides a comprehensive fundamental analysis of Robertet SA, a French, family-controlled enterprise specializing in natural raw materials for the global flavors and fragrances (F&F) industry. Founded in 1850 and headquartered in Grasse, France, the cradle of modern perfumery, Robertet has cultivated a distinct strategic position that differentiates it from its larger, […]

en-US

28:13

Takasago International Corporation: Navigating a...

The Gemini Report - Investment Deep Dives ·

2025/10/17

I. Executive Summary This report provides a comprehensive investment analysis of Takasago International Corporation (TYO: 4914), a prominent Japanese manufacturer in the global flavors and fragrances (F&F) industry. While a significant player, particularly in Asia, Takasago operates in the shadow of the industry’s “Big Four” (Givaudan, dsm-firmenich, IFF, and Symrise). The company presents a complex […]

en-US

59:03

Sensient Technologies Corporation (SXT): Navigating a...

The Gemini Report - Investment Deep Dives ·

2025/10/16

I. Executive Summary Sensient Technologies Corporation (NYSE: SXT) is a leading global manufacturer and marketer of high-performance, specialty ingredients, primarily focused on colors and flavors. The company occupies a critical position in the value chain for defensive, non-discretionary end-markets, including food and beverage, pharmaceuticals, personal care, and nutraceuticals.1 Its products are essential components that define […]

en-US

36:09

Investment Analysis: Kerry Group plc (KYGA.LSE)

The Gemini Report - Investment Deep Dives ·

2025/10/15

I. Executive Summary & Investment Thesis This report initiates coverage of Kerry Group plc (“Kerry” or “the Company”) with a Buy rating. Kerry Group represents a compelling investment opportunity as a high-quality, pure-play leader in the resilient Taste & Nutrition (T&N) market. The recent strategic divestment of its lower-margin, capital-intensive Dairy Ireland business has fundamentally […]

en-US

53:27

Symrise AG (SY1.DE): An In-Depth Investment Analysis...

The Gemini Report - Investment Deep Dives ·

2025/10/14

Executive Summary This report provides a comprehensive investment analysis of Symrise AG, a leading global supplier in the flavors, fragrances, cosmetic ingredients, and functional nutrition markets. As a key player in a consolidated, high-barrier-to-entry industry, Symrise has established itself as a high-quality, defensive growth compounder. The company’s business model is characterized by deep, long-term relationships […]

en-US

142 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...