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The Gemini Report - Investment Deep Dives
Lukasz Tomicki and LRT Capital Management LLC
131 episodes
21 hours 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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Bolloré SE (BOL.PA): An In-Depth Analysis of a Transformed Investment Holding Company
The Gemini Report - Investment Deep Dives
48 minutes 25 seconds
1 week ago
Bolloré SE (BOL.PA): An In-Depth Analysis of a Transformed Investment Holding Company
I. Executive Summary: The Metamorphosis of a Conglomerate Bolloré SE has undergone a profound and deliberate metamorphosis, transitioning from a diversified industrial and logistics conglomerate into a streamlined, cash-rich investment holding company. The strategic divestitures of its legacy African and global logistics businesses between 2022 and 2024 have fundamentally reshaped its corporate identity and financial […]
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