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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

49:58

Equity Research Report: The Bank of Nova Scotia...

The Gemini Report - Investment Deep Dives ·

2026/01/15

1. Executive Summary & Investment Thesis This report provides a comprehensive analysis of The Bank of Nova Scotia (Scotiabank), one of Canada’s six largest banks. The central investment thesis revolves around a significant strategic pivot initiated by new leadership. For years, Scotiabank’s valuation has lagged its peers, a discount largely attributable to the lower profitability […]

en-US

1:04:43

Flughafen Zürich AG (FHZN.SW) – Comprehensive...

The Gemini Report - Investment Deep Dives ·

2026/01/14

1. Company Overview & Business Model Flughafen Zürich AG (FHZN) is the publicly traded owner and operator of Zurich Airport (ZRH), Switzerland’s largest international airport. Listed on the SIX Swiss Exchange, the company operates under a mixed-economy model, with its largest shareholder being the Canton of Zurich, which is mandated by law to hold at […]

en-US

39:00

Dassault Systèmes SE (DSY.PA): An Analysis of a...

The Gemini Report - Investment Deep Dives ·

2026/01/13

Executive Summary This report provides a comprehensive analysis of Dassault Systèmes SE, a leading global provider of Product Lifecycle Management (PLM), 3D design, and simulation software. The company stands as a premier, high-quality software enterprise with a deeply entrenched market position in the structurally growing PLM industry. Its primary economic moat is derived from a […]

en-US

1:05:32

An In-Depth Analysis of Australia and New Zealand...

The Gemini Report - Investment Deep Dives ·

2026/01/11

Executive Summary This report provides a comprehensive fundamental analysis of Australia and New Zealand Banking Group Ltd (ANZ), one of the four major banks in Australia. The analysis indicates that ANZ is at a pivotal point in its strategic evolution, characterized by a deliberate shift towards strengthening its domestic Australian franchise while leveraging its diversified […]

en-US

41:40

Comprehensive Due Diligence Report: National...

The Gemini Report - Investment Deep Dives ·

2026/01/10

I. Executive Summary & Investment Thesis Distillation This report provides a comprehensive due diligence analysis of National Australia Bank Ltd (NAB), one of Australia’s four major banking institutions. The analysis frames NAB’s investment profile by evaluating its strategic positioning, financial performance, and operational capabilities against the backdrop of a dynamic and competitive domestic banking landscape. […]

en-US

1:01:01

Westpac Banking Corp (WBC.AU) Investment Research...

The Gemini Report - Investment Deep Dives ·

2026/01/09

Executive Summary & Company Overview This report provides a comprehensive analysis of Westpac Banking Corporation (WBC.AU), one of Australia’s four major banks. The analysis focuses on the period from fiscal year 2022 to 2024, a timeframe characterized by significant macroeconomic shifts, intense industry competition, and a pivotal strategic transformation for the bank. Westpac has emerged […]

en-US

1:18:12

Intel Corporation (INTC): An In-Depth Equity Analysis...

The Gemini Report - Investment Deep Dives ·

2026/01/07

1. The Evolving Semiconductor Landscape: A New Era of Growth and Geopolitics An investment analysis of Intel Corporation requires, first and foremost, a deep understanding of the seismic shifts reshaping the global semiconductor industry. The market is undergoing a fundamental transformation, driven by a new paradigm of secular growth, altered cyclical dynamics, and a geopolitical […]

en-US

1:01:46

Advanced Micro Devices, Inc.: An In-Depth Equity...

The Gemini Report - Investment Deep Dives ·

2026/01/06

Executive Summary Advanced Micro Devices, Inc. (AMD) has engineered one of the most remarkable turnarounds in the modern technology sector, evolving from a struggling second-source supplier into a formidable leader in high-performance computing. Under the strategic guidance of Dr. Lisa Su, the company has fundamentally reshaped the competitive landscape, challenging long-entrenched incumbents and positioning itself […]

en-US

52:27

NVIDIA Corporation (NVDA): An Analysis of the...

The Gemini Report - Investment Deep Dives ·

2026/01/05

Section 1: Executive Summary & Investment Thesis Distilled NVIDIA Corporation has fundamentally reshaped the technology landscape, evolving from a specialist in graphics processing units (GPUs) for the gaming market into the central architect of the artificial intelligence (AI) revolution. The company’s accelerated computing platform, a tightly integrated ecosystem of hardware, software, and networking, has become […]

en-US

1:06:18

Siemens Aktiengesellschaft (SIE.XETRA): An In-Depth...

The Gemini Report - Investment Deep Dives ·

2026/01/04

I. Executive Summary This report provides a comprehensive fundamental analysis of Siemens Aktiengesellschaft (Siemens), a global technology company undergoing a significant strategic transformation. The analysis indicates that Siemens has substantially reshaped its portfolio, moving decisively from a traditional, sprawling industrial conglomerate to a more focused technology enterprise centered on the high-growth, secular trends of digitalization […]

en-US

1:03:21

Deutsche Börse AG (DB1.XETRA) Investment Research...

The Gemini Report - Investment Deep Dives ·

2026/01/01

1. Company Overview & Business Model Introduction to Deutsche Börse Group Deutsche Börse Group (DBG) is a globally significant market infrastructure provider headquartered in Frankfurt, Germany. The Group operates a comprehensive and vertically integrated business model that covers the entire financial market value chain. Its services are essential for the functioning of capital markets, providing […]

en-US

1:06:19

AstraZeneca PLC (AZN.LSE): An In-Depth Equity...

The Gemini Report - Investment Deep Dives ·

2025/12/31

Executive Summary This report provides a comprehensive investment analysis of AstraZeneca PLC (AZN), a global, science-led biopharmaceutical company. The analysis concludes that AstraZeneca represents a compelling long-term investment, underpinned by its industry-leading growth in Oncology and a robust, late-stage pipeline poised to offset near-term patent expirations and systemic pricing pressures. While the company’s shares trade […]

en-US

45:21

Investment Research Analysis: Rheinmetall AG (RHM.XETRA)

The Gemini Report - Investment Deep Dives ·

2025/12/29

Executive Summary Rheinmetall AG is undergoing a profound strategic transformation, capitalizing on a historic shift in European security policy to pivot from a diversified industrial group into a focused defense and security technology leader. The full-scale invasion of Ukraine in 2022 triggered a paradigm shift in European defense posture, moving from an era of “peace […]

en-US

1:04:19

Investment Research Analysis: Howden Joinery Group...

The Gemini Report - Investment Deep Dives ·

2025/12/26

Executive Summary This report provides a comprehensive investment analysis of Howden Joinery Group Plc (“Howden” or “the Company”), the United Kingdom’s leading specialist supplier of fitted kitchens and joinery products. The analysis indicates that Howden has established a dominant market position through a uniquely powerful and defensible business model. This model, centered on a “trade-only” […]

en-US

1:06:12

ASML Holding NV: An In-Depth Investment Analysis

The Gemini Report - Investment Deep Dives ·

2025/12/25

1. Company Overview & Business Model 1.1 The Lithography Linchpin: ASML’s Irreplaceable Role ASML Holding NV (ASML), a Dutch multinational corporation founded in 1984, is the world’s leading and most critical provider of lithography systems for the semiconductor industry.1 These complex machines are the linchpin in the semiconductor value chain, performing the foundational step of […]

en-US

41:22

P/F Bakkafrost (BAKKA.OL): An In-Depth Analysis of a...

The Gemini Report - Investment Deep Dives ·

2025/12/19

Executive Summary P/F Bakkafrost is a premier, vertically integrated salmon farmer, distinguished by its high-margin, best-in-class operations in the Faroe Islands and a significant, ongoing turnaround effort in Scotland. This report provides an objective, data-driven analysis of the company’s competitive standing, financial health, and strategic direction within the structurally attractive but cyclically volatile global salmon […]

en-US

1:08:24

Spirax Group PLC (SPX.LSE): Comprehensive Equity...

The Gemini Report - Investment Deep Dives ·

2025/12/16

I. Executive Summary Spirax Group represents a compelling investment opportunity as a best-in-class industrial compounder with a wide and durable competitive moat. The Group’s business model, characterized by a high proportion of recurring revenue derived from customers’ essential operating budgets, provides exceptional earnings visibility and has underpinned a remarkable 56-year track record of consecutive annual […]

en-US

55:32

Thule Group AB (THULE.ST): An Analysis of Cyclical...

The Gemini Report - Investment Deep Dives ·

2025/12/15

Executive Summary This report provides a comprehensive analysis of Thule Group AB, a global leader in the sports and outdoor sector, renowned for its premium products under the motto “Active Life, Simplified.”.1 The analysis covers the period from 2019 through early 2025, a timeframe characterized by an unprecedented demand surge during the COVID-19 pandemic, followed […]

en-US

46:12

Crown Castle International Corp. (CCI): A Strategic...

The Gemini Report - Investment Deep Dives ·

2025/12/14

Executive Summary This report provides a comprehensive due diligence analysis of Crown Castle International Corp. (CCI), a leading provider of shared communications infrastructure in the United States. The company is at a significant strategic inflection point, undertaking a fundamental transformation from a diversified infrastructure provider into a pure-play U.S. tower Real Estate Investment Trust (REIT). […]

en-US

51:29

American Tower Corporation (AMT): An In-depth...

The Gemini Report - Investment Deep Dives ·

2025/12/13

Executive Summary American Tower Corporation (AMT) stands as a dominant force in the global telecommunications infrastructure landscape, operating a vast portfolio of communications sites and a growing network of U.S. data centers.1 The company’s investment thesis is anchored in the powerful, long-term secular trend of escalating global mobile data consumption, which necessitates continuous network investment […]

en-US

170 results

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