The Modern Investor

Palantir’s stock has been on a...rollercoaster - soaring 250% last year, then sliding 30% in the past month. 

And sure, plenty of investors still love it. But with a price-to-earnings ratio over 150, even the bulls should be paying attention. Because even Palantir’s own execs don’t seem convinced. 

They’ve offloaded $3 billion worth of shares in the past year—mostly to retail investors. And not a single one has bought in. So, is this an AI goldmine or a bubble waiting to burst? 

Today, Finimize Chief Analyst Carl Hazeley joins the studio to break down what the company does, what it should earn, its current valuation, and - of course - what that all means for you.

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Cybersecurity is booming – and for good reason. Cyber threats are getting sharper, businesses are doubling down on digital security, and global investment in the sector is set to more than double by 2030.

Today, Finimize analyst Theodora Lee Joseph joins the studio to break down why this $200B+ industry is becoming one of the most resilient and high-growth investment opportunities out there. Oh, and a blueprint for how to your portfolio in on the action. 

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The stock market has been on a knife’s edge. Valuations are sky-high, risks are piling up, and volatility is making a comeback. For investors, that means protecting a portfolio is more important than ever. But with options prices surging, traditional hedging strategies are getting expensive.

So, what’s the smarter play? 

Finimize analyst Stephane Renevier has been digging into the data, and his latest research points to a strategy that’s not just more affordable but potentially more profitable. 

Today, he sits down with Jackson Cantrell to talk about how put spreads can offer a cost-effective way to navigate market uncertainty—and why now might be the right time to put them to work.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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