The Modern Investor

Healthcare investing isn't always about blockbuster drugs – sometimes the best opportunities hide in profitable niches. 

In this episode, we sit down with Finimize analyst Russell Burns to dig into Harrow, an ophthalmology pharma company whose stock has dropped 30% in recent weeks despite a still-strong growth outlook.

With shares up 400% over five years – dwarfing the S&P 500 – Russell explains why this pullback might be the entry point investors have been waiting for.

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The AI boom has a growing problem: it needs an enormous amount of power. Data centers are already pushing electricity grids to their limits, and building new ones on Earth is getting harder, slower, and more expensive.

So some of tech’s biggest names are thinking bigger - and higher. In this episode, Finimize analyst Reda Farran joins the pod to explore the idea of putting data centers in low Earth orbit. It sounds like science fiction, but the logic is gaining attention: near-limitless solar power, fewer land constraints, and a new frontier for AI infrastructure.

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Every month, we open the books.

In this episode, the Finimize team join the pod to review how our investing ideas have actually performed. We go through the winners, the laggards, and the positions that tested our conviction - all tracked publicly, with live numbers.

Since launch in October 2024, the portfolio has delivered a 42% average absolute annualized return, beaten its benchmarks by 19% annualized, and achieved a 76% hit rate. 

But performance stats only matter if you understand what’s driving them. 

So we break down what worked, what didn’t, and where we see the most compelling opportunities from here.

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Rolls-Royce is one of those stocks that sounds like it should be tapped out by now. The shares are up more than tenfold, the turnaround story is well known - and yet, the valuation debate is only getting louder.

In this episode, Finimize Analyst Theodora Lee Joseph joins the pod. She's been rethinking her long-standing US-centric investing approach and landed on an unexpected name: Rolls-Royce Holdings. 

Not the cars - the industrial engine-maker powering aircraft, defense systems, data centers, and potentially nuclear reactors in the years ahead.

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London Stock Exchange Group isn’t a flashy name in the AI boom. It doesn’t build chips or train models. But for years, it’s quietly made money doing something far less glamorous - selling the infrastructure, data, and plumbing that global markets rely on every day.

In this episode, Finimize Analyst Russell Burns joins the pod to talk about why recent fears around AI disrupting financial data have hit London Stock Exchange Group so hard, why the selloff may have gone too far - and ultimately, why it makes the firm a scintillating opportunity.

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Making food from air sounds futuristic, but the investment opportunity is actually...quite down to earth. 

In today's episode, Finimize Analyst Reda Farran rejoins the pod to break down his updated outlook of Solar Foods, from product launches to production plans and a key financing step forward. 

Some of the story is still about big vision and breakthrough tech. But a growing part of it is about execution, scale, and what the updated valuation says about the potential upside - and the risks - from here.

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On today's show, Guy sits down with Finimize Analysts Reda Farran, Theodora Lee Joseph, and Russell Burns - to run a proper performance check on our research picks. We’re talking winners, laggards, and the positions that are quietly setting up for their next move.

And while past returns make for nice charts, the real focus here is forward-looking: what’s changed, what still holds, and where the next opportunities might be hiding.

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Everyone’s talking about AI, automation, and whatever the next big tech breakthrough might be. But some of the most reliable returns still come from businesses doing something far simpler - and doing it exceptionally well.

Today, Finimize Analyst Reda Farran joins the pod to dig into TJX Companies, the off-price retail giant behind TJ Maxx and Marshalls.

With markets looking frothy and AI valuations stretched, we talk about why this high-quality compounder offers resilience, diversification, and a potential hedge if the hype fades.

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Korean stocks have been on a tear, and yet, they’re still flying under the radar.

Finimize Analyst Russell Burns joins the pod to break down why South Korea’s market has surged, why valuations haven’t caught up, and what’s really behind the Kospi’s jaw-dropping run.

Most importantly, we dig into the opportunity: how investors can access this notoriously closed market, and why Korea could be one of the most mispriced opportunities in global equities right now.

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Before you start thinking about new goals and fresh trades for 2026, it’s worth taking one last look back.

In this episode, Finimize Analyst Stéphane Renevier joins the pod to review the Finimize team’s 2025 investing calls - what worked, what didn’t, and why. We break down the ideas that delivered standout returns, the themes that kept showing up, and the mistakes that offered the clearest lessons.

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