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The So What from BCG

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Re-Recruiting and Other New HR Strategies You Can’t Ignore 18:09

vor 8 Tagen18:09

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HR is no longer just about managing people—it’s about shaping the future of work. Jens Baier, BCG’s HR transformation expert, discusses how AI and shifting employee expectations are forcing companies to rethink talent strategies. From re-recruiting to upskilling employees, HR must adapt to a rapidly changing landscape. Learn More: Jens Baier: https://on.bcg.com/41ca7Gv BCG on People Strategy: https://on.bcg.com/3QtAjro Decoding Global Talent: https://on.bcg.com/4gUC4IT…

Investor Intelligence

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Your portfolio’s next big idea. Each week, our analysts and leading Wall-Street experts provide in-depth analysis that dives deep on a company, opportunity or trend in markets. Brought to you by Finimize, the #1 financial information platform for modern investors.

113 Episoden

#Trading #Business #Finimize #Investing #Finance #Economy #News #Investors #Wall Street #Marketing #Stock #Money

Investor Intelligence

updated vor 8 Tagen

Serie-Home•Feed

113 Episoden

#Trading #Business #Finimize #Investing #Finance #Economy #News #Investors #Wall Street #Marketing #Stock #Money

Tous les épisodes

1
Here’s What Nvidia Is Really Worth, And What To Know Ahead Of Earnings 12:29

vor 8 Tagen12:29

12:29

Nvidia has been the biggest winner of the AI boom—but can it keep up the pace? In today's episode, Chief Finimize analyst Carl Hazeley joins the pod to break down his latest research on the chip giant. We’ll dig into Nvidia’s financials, its dominance in AI, and the risks that could slow it down. And yes, we’ll talk about whether the stock is overvalued. Try Finimize Pro…

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SoftBank: Why Masayoshi Son's Brainchild Could Be A Bargain AI Play 13:15

vor 14 Tagen13:15

13:15

SoftBank owns a $230 billion portfolio filled with high-growth tech, telecom, and AI investments—including a majority stake in Arm. But despite its assets, the stock is trading at a steep discount to its net asset value. So, is this a rare value play - or a sign of deeper risks? In today’s episode, Finimize analyst Russell Burns breaks down SoftBank’s strategy, its bets on AI and semiconductors, and what that valuation gap means for investors. Try Finimize Pro…

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IDEXX: The Undervalued Giant Fueling the Pet Economy 13:57

vor 21 Tagen13:57

13:57

Pet strollers, matching outfits, gourmet meals—people are treating their pets like royalty. And that’s not just cute, it’s big business. In today’s episode, Finimize analyst Theodora Lee Joseph joins the pod to dive into IDEXX Laboratories—a pet healthcare giant that’s quietly dominating the industry with a subscription-like model, sky-high margins, and double-digit growth. We’ll break down why this stock isn’t just another name in the market, but a potential 50% upside opportunity hiding in plain sight. Try Finimize Pro…

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The Future of US Stocks: S&P 500 Predictions For The Next Decade 21:06

vor 5 weeks21:06

21:06

The past decade made investing look easy – 13% returns per year from the S&P 500, no questions asked. But the next ten years are shaping up to be a whole different story, and if you’re betting on another blockbuster decade, you might be in for a nasty – and costly – surprise. See, even if you make some pretty optimistic assumptions, US stocks are likely to return a mere 5% per year. What’s worse, the risks are tilted to the downside. So this is a good time for a gut check. Today, Finimize analyst Stephane Renevier pops in to the studio, to break down how things have changed now - and what it means for your portfolio. Try Finimize Pro Subscribe to the Finimize Newsletter: https://finimize.com/…

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JD Sports’ Stock Is Down - Here’s Why That’s Great News 13:53

vor 6 weeks13:53

13:53

The pandemic was a golden era for sporting goods retailers – people locked out of the gym and stuck at home drove record sales of running shoes, athleisure wear, and exercise equipment. But now that life’s back to normal, those stocks don’t seem so sporty. There’s a silver lining to that though: digging into industries that have fallen out of fashion can turn up some serious investment opportunities. Take JD Sports Fashion, for example: its share price has taken a tumble and now looks like a steal, based on key valuation metrics. In today’s podcast, Guy sits down with Finimize analyst Russell Burns to unpack why this $5.4 billion sporting goods giant could deliver a 42% upside for investors. Try Finimize Pro Subscribe to the Finimize Newsletter: https://finimize.com/…

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AI Has Turned Utilities Into A Power Play. These Three Stocks Are Set To Light Up 24:02

vor 7 weeks24:02

24:02

US electricity demand has been, *ahem*, static over much of the past two decades, but it’s finally beginning to light up. That’s partly thanks to the explosive growth of AI. The innovative technology’s huge need for power now means that utility companies – traditionally one of the dullest corners of the stock market – could offer investors a pretty exciting way to play the market’s latest obsession. In today's episode we sit down with Finimize analyst Reda Farran, who's taken a look at the sector and found three brightly shining stocks that you may want to own now. Try Finimize Pro Subscribe to the Finimize Newsletter: https://finimize.com/…

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The Future of Chocolate: Why Barry Callebaut Could Be Your Portfolio’s Secret Weapon 17:19

vor 8 weeks17:19

17:19

Chocolate isn’t just delicious—it might also be lucrative. Barry Callebaut, the world’s biggest chocolate maker, has had a rough couple of years, with its stock down 45% since 2022. But could that slump be your golden opportunity? In today’s episode, I sit down with Theodora Lee Joseph to find out why she thinks Barry Callebaut’s fortunes are about to change. We talk restructuring plans, stabilizing cocoa prices, and why the big names - think Hershey and Mondelez - might be outsourcing more chocolate production than ever. Theodora makes the case that the chocolate maker is a turnaround story worth biting into. Try Finimize Pro Subscribe to the Finimize Newsletter: https://finimize.com/…

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Where to Invest in 2025: Finimize Analyst Roundtable 42:09

vor 8 weeks42:09

42:09

AI is a big thing, but it’s not the only thing. In today’s podcast, we get five Finimize analysts – Carl Hazeley, Reda Farran, Stéphane Renevier, Theodora Lee Joseph, and Russell Burns – to discuss where they see opportunities now. And – yes, fine – some of their investing ideas are AI-related. But not, by any means, all of them. Subscribe to the Finimize Newsletter: https://finimize.com/ Try Finimize Pro…

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2024’s Lessons & 2025’s Biggest Opportunities: Finimize Analyst Roundtable 24:33

vor 10 weeks24:33

24:33

After some too much turkey and an unfamiliar chocolate dessert, the Finimize analysts huddled in the studio for a chance to talk markets. They went around the room, sharing their big takeaways, the events that surprised them, and the things they see just ahead for this quarter-century year. They also dished about the trends and risks that they see mostly flying under the radar. Try Finimize Pro Subscribe to the Finimize Newsletter: https://finimize.com/…

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How ChatGPT Outperformed Wall Street - And What It Means For Your Portfolio 18:08

vor 11 weeks18:08

18:08

What if the key to beating Wall Street was hiding in plain sight... inside ChatGPT? In this episode, Guy's joined by Finimize analyst Reda Farran to unpack research that could potentially be groundbreaking for investing. Researchers found that with a bit of clever prompting, ChatGPT could analyse financial statements better than professional analysts, predict earnings trends with remarkable accuracy, and build model portfolios that delivered massive excess returns. We’ll break down how this works, what it means for the future of investing, and - most importantly - how you can apply it to your own portfolio. Read Reda's full report with a Finimize Pro subscription. Try Finimize Pro…

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AI's Big Water Problem: The Stocks Making Waves 15:47

vor 12 weeks15:47

15:47

AI's digital boom has a hidden cost: water. Data centers and chip factories are guzzling it like never before, sparking demand for smarter water solutions. In today's episode, Finimize analyst Stephane Renevier join Guy in the studio to break down the companies innovating where tech meets water—from advanced cooling systems to industrial recycling—and shares how investors can capitalize on this game-changing trend. Try Finimize Premium…

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Close-Up On Ulta, The Stock That Warren Buffet Dumped: Why Beauty Is In The Eye Of The Shareholder 16:31

vor 14 weeks16:31

16:31

When Warren Buffett buys into a stock, investors take notice. And when he sells it, you can bet they note that, too. That’s exactly what happened this year with Ulta Beauty – a company that briefly caught (and then lost) the Oracle of Omaha’s fancy. But, here’s the thing: just because Buffett stepped away doesn’t mean this opportunity should be off the table for the rest of us. In fact, I think Ulta’s current valuation presents an interesting proposition that’s worth paying attention to. Finimize analyst Theodora Lee Joseph argues that what we're actually looking at is a high-return business trading at a 12-month forward price-to-earnings ratio of under 14x – a steep discount to its historical average. Factor in Ulta’s “omnichannel” strategy, loyal customer base, and potential to benefit from big-picture tailwinds like rate cuts and the recovery in China’s beauty market, and the upside becomes pretty hard to ignore. She pops into the studio to show you why Ulta beauty deserves a look. Try Finimize Premium…

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Why A Company Revolutionising Organ Care Could Be The Hottest Growth Stock Right Now 14:19

vor 15 weeks14:19

14:19

Donated organs don’t stay viable outside a human body for very long. And because they have to be a match for a potential recipient – in terms of size, genetics, and geographical location – most end up wasted rather than transplanted, despite an overwhelming need for them. There’s always been a complex web of problems in this part of healthcare, from the medical to the logistical. But a company called TransMedics has been working to solve the ones it can. And now its big innovation – the Organ Care System, a portable device that replicates an organ’s natural, functioning environment – has been approved by the FDA. And that makes TransMedics’s stock worth looking into. Today, Finimize analyst Russell Burns sits down with Guy Gardener to look at exactly how they’ve changed the game in organ care, their growth story for 2025, how this kind of investment could fit into your portfolio, and much more. Try Finimize Premium…

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Think Buy-and-Hold is Enough? Here’s a Smarter Strategy 23:48

vor 16 weeks23:48

23:48

Holding just stocks would’ve been a winning move over the past ten years, but that doesn’t mean it will be over the next ten. They’ve taken huge hits before and they could again. With today’s record-high valuations, stretched margins, and an investing audience that’s maxed out on the market, the margin of safety is perilously slim. Ideally, you’ll want a portfolio that can deliver returns even if the future fails to meet everyone’s lofty expectations. That’s why Finimize analyst Stephane Renevier designed the Momentum Rider Portfolio. The model constantly adapts to investing conditions and aims to deliver stock-like returns but with way less risk. Steph joined Guy in the studio to break down how it works, and how to do it. Try Finimize Premium…

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Forget Going All-In On Stocks: The Easy Rider Portfolio, For Safer Gains 26:11

vor 17 weeks26:11

26:11

Look only at recent performance, and it might be tempting to go all-in on stocks. But with a ten-year horizon, the odds of facing disappointing returns or hitting a really rough patch are high. Finimize analyst Stephane Renevier's Easy Rider Model Portfolio offers a smarter approach. By blending stocks with bonds, commodities, and even a sprinkle of bitcoin, you’ll be doing more than just chasing returns – you’ll be shrinking your risk and boosting your chances of hitting your financial goals. Stephane joins Guy in the studio to break the portfolio down. Try Finimize Premium…

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