IS Talks

In this episode of IS Talks, we take a closer look at Jungfraubahn Holding (JFN.SW), a company built around some of Switzerland’s most exceptional tourism assets, located in the heart of the Bernese Alps. We discuss how the company has managed to turn this unique heritage into a highly profitable business, supported by strong pricing power, iconic infrastructure, and sustained demand for premium alpine tourism.

Disclaimer: The information provided by the Investment Society Lausanne is for educational and informational purposes only. It does not constitute financial advice, investment recommendations or an offer to buy or sell securities. All investments involve risks, including the potential loss of capital.

Image: © Jungfraubahnen 2019

In this new episode of IS Talks, João and Hippolyte discuss Racing Force Group (RFG), the company behind a large share of the helmets seen on the F1 grid. We break down the core homologated safety business, the strategic upside of Driver’s Eye (in-helmet broadcast cameras), and why the group’s push into security and defence could reshape the growth profile over time.

Disclaimer: This episode is for educational purposes only and does not constitute financial advice.

Image: © Racing Force Group

In this fourth episode of IS Talks, João and Hippolyte analyse Colefax (CFX.L) investment case. Between its status as the timeless reference for the "English country house" aesthetic and an aggressive capital allocation strategy that has reduced the share count from 30 million to 5 million, Colefax stands out as a hidden luxury compounder with exceptional shareholder returns.

Disclaimer: The information provided by the Investment Society Lausanne is for educational and informational purposes only. It does not constitute financial advice, investment recommendations or an offer to buy or sell securities. All investments involve risks, including the potential loss of capital.

Image: © Colefax & Fowler

In the third episode of IS Talks, Hippolyte and João discuss about ABC Arbitrage (ABCA:PA). This company is a "remunerated hedge against volatility” with an excellent performance record of 61 consecutive half-years of positive net income and returns on equity above 15%. In addition, during unstable markets, ABC Arbitrage can be a safeguard in your portfolio.

Disclaimer: The information provided by the Investment Society Lausanne is for educational and informational purposes only. It does not constitute financial advice, investment recommendations or an offer to buy or sell securities. All investments involve risks, including the potential loss of capital.

Image: © ABC Arbitrage

In this second episode of IS Talks, João and Hippolyte analyse Orsero's (ORS.MI) investment case. Between its powerful logistics and deep family alignment, a strategic shift to high-value products and room to expand geographically, Orsero is the leading fruit distributor in the Mediterranean market.

Disclaimer: The information provided by the Investment Society Lausanne is for educational and informational purposes only. It does not constitute financial advice, investment recommendations or an offer to buy or sell securities. All investments involve risks, including the potential loss of capital.

Image: © Orsero

In this first episode of IS Talks, João and Hippolyte analyse Laurent-Perrier's (LPE.PA) investment case. Between brand value and portfolio composition, specificity in financing working capital requirements and pricing power, Laurent-Perrier is a piece of French history and culture with strong fundamentals.

Disclaimer: The information provided by the Investment Society Lausanne is for educational and informational purposes only. It does not constitute financial advice, investment recommendations or an offer to buy or sell securities. All investments involve risks, including the potential loss of capital.

Image: © Laurent-Perrier