エピソード

  • #05 Palantir: Betting Big or Riding a Bubble?
    2024/10/23
    In this episode, we dive into the hype around Palantir Technologies. With skyrocketing valuations and ambitious growth targets, is this AI pioneer a game-changing investment or just a bubble waiting to burst? Join us as we break down the numbers and explore the reality behind the promise.
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    11 分
  • #04 ASML’s Stock Plunge: Short-Term Setback or Long-Term Opportunity?
    2024/10/17
    In this episode, we dive into the recent sharp decline in ASML’s stock following their Q3 2024 financial results. Despite strong sales figures, concerns over slowing demand in the semiconductor market have rattled investors. We’ll explore the key takeaways from the earnings report, discuss the company’s innovation roadmap, and analyze what this means for the future of ASML’s stock. Is this a temporary dip or a sign of larger challenges ahead?
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    8 分
  • #03 Real Estate Bubble
    8 分
  • #02 Hidden Gems: Peter Lynch's Style Picks from the Spanish Market
    2024/10/09

    In this episode, we dive deep into five Spanish companies that perfectly align with Peter Lynch's growth-at-a-reasonable-price investing philosophy. We'll analyze Grupo Catalana Occidente, Vidrala, CIE Automotive, Ebro Foods, and CAF to uncover why these companies could be the next hidden gems in your investment portfolio. Discover their growth potential, financial strength, and why they might outperform in the next year. Tune in to learn how to apply Lynch's approach to finding value in the stock market!

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    12 分
  • #01 Vale: Mining the Future
    2024/10/03

    In this episode, our AI hosts dive deep into Vale, one of the world’s largest mining companies. We break down the company's financials, growth prospects, and the key market trends driving its success. From its role in the global iron ore market to its sustainability initiatives, we examine what makes Vale a major player in the resource sector and whether it’s a stock worth investing in. Tune in for a no-nonsense, data-driven analysis of Vale, with actionable insights to help you decide if this giant belongs in your portfolio.

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    9 分