Finimize Analyst Desk
Finimize, Russell Burns, Reda Farran, CFA, Theodora Lee Joseph, CFA, Charlie Pullan, CFAEmpowering modern investors with institutional-grade markets and investment research.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 250 | Founded | 2 years ago | Last Issue | 3 days ago |
| Active | |||||
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finimize.substack.comLatest Issues
Bill Ackman Has Some Big Investing Takes. Our Analysts Have Thoughts.
The billionaire investor shared his views on AI, market volatility, and the diversification debate. Our analysts dug into where he’s onto something – and where there’s more to the story.
The AI Trade Is Opening A New Window For Microsoft And Nvidia
Demand for computing power is still booming, valuations are surprisingly reasonable, and this AI trade appears to have plenty more room to run.
Where The Energy Crisis Could Create Its Next Winners
The energy crisis just refuses to end. Each new attempt to stabilize supply seems to run into another snag, and that’s left oil trading above $100 a barrel.
But we’ve been through energy shocks before. In this decade alone, the pandemic an...
Spooky Season: Earnings And The Investing Week Ahead
The Focus This Week: Earnings Season
Third-quarter earnings season is creeping in, and the bar is way up there. Last quarter, a whopping 86% beat analysts’ profit estimates, with success rates ranging from 68% among utilities to a near-...
How Our Research Picks Have Held Up: October 2026
AI kept on running, but bonds got battered. And we threw a few Finimize Portfolio ideas on the chopping block. Here’s a look at what’s changed.
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Authors
The writers behind this newsletter.
Empowering modern investors with institutional-grade markets and investment research.
Over 25 years of experience across global investment banks and hedge funds in London and Tokyo. Currently an analyst at Finimize.
Spent the bulk of my career as an equity analyst at Fidelity. Currently a Global Markets Analyst and the Head of Research at Finimize.
Long-term investor, formerly an equity research analyst at Goldman Sachs for nine years, and now a global markets analyst at Finimize.
I'm a Global Markets Analyst at Finimize. Before that, I spent six years as an equity research analyst at HSBC, covering the European Leisure, Media, and Retail sectors.
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