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The Gemini Report - Investment Deep Dives
Lukasz Tomicki and LRT Capital Management LLC
185 episodes
1 day ago
Curated investment deep dives researched and written with the help of Google Gemini. The Gemini Report was created by LRT Capital Management LLC. Nothing in this podcast constitutes investment advise. All recordings are for informational purposes only. To learn more visit: www.lrtcapital.com
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Investing
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All content for The Gemini Report - Investment Deep Dives is the property of Lukasz Tomicki and LRT Capital Management LLC and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Curated investment deep dives researched and written with the help of Google Gemini. The Gemini Report was created by LRT Capital Management LLC. Nothing in this podcast constitutes investment advise. All recordings are for informational purposes only. To learn more visit: www.lrtcapital.com
Show more...
Investing
Business
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DNB ASA: A Strategic Pivot at the Peak of the Cycle?
The Gemini Report - Investment Deep Dives
49 minutes 15 seconds
1 week ago
DNB ASA: A Strategic Pivot at the Peak of the Cycle?
Executive Summary This report provides a comprehensive investment analysis of DNB ASA (DNB.OL), Norway’s dominant financial services group. DNB stands as a paragon of the Nordic banking model: exceptionally well-capitalized, highly efficient, and consistently profitable. Its recent performance has been stellar, with a return on equity (ROE) reaching a two-decade high of 17.5% in 2024, […]
The Gemini Report - Investment Deep Dives
Curated investment deep dives researched and written with the help of Google Gemini. The Gemini Report was created by LRT Capital Management LLC. Nothing in this podcast constitutes investment advise. All recordings are for informational purposes only. To learn more visit: www.lrtcapital.com