IS Talks

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IS Talks

Investment Society

2 episodes

4 days ago

IS Talks is produced by the Investment Society Lausanne, a student-run association at HEC Lausanne managing its own investment fund. In this podcast, we regularly present companies that we find particularly interesting because of their business models, strategic positioning or special situations worth exploring. The goal: to share clear, structured analysis and foster a passion for investing and critical thinking.

Investing

Business

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Investing

Business

Episodes (2/2)

IS Talks

Orsero: Fruits, Logistics and Global Network

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

4 days ago

10 minutes 25 seconds

IS Talks

Laurent-Perrier: Bubbles, Brand and Pricing Power

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.

2 weeks ago

7 minutes 26 seconds