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 | 229 | Founded | 2 years ago | Last Issue | 7 days ago |
| Active | |||||
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finimize.substack.comLatest Issues
China Can’t Outspend America On AI – And These Stocks Don’t Need It To
China spends about $1 on AI for every $8 America does. The trick is figuring out where that smaller pile of money is being directed – and who gets paid.
Nebius Just Raised $5.75 Billion – So Its Investment Case Just Got Stronger
It’s sitting on almost $14 billion in cash and a long runway for its ambitious AI build.
If You’ve Got A Million Dollars, Here Are The AI Plays The Pros Like Now
Let’s say $1 million has just dropped into your lap. A nice little problem to have, worthy of a few song lyrics if you’re the Barenaked Ladies.
The question is what to do with all that money.
Sure, you can get more than you used to from s...
Nvidia’s Up Next: The AI Kingpin’s Earnings, And The Investing Week Ahead
The Focus This Week: Nvidia In The Spotlight
Nvidia is the biggest company in the world and the OG of AI, valued now at just over $5 trillion. It’s due to report its latest quarterly earnings on Wednesday, after trading closes. And give...
To Get Better At Investing, Start By Getting Better At Being Wrong
Barry Ritholtz’s How Not To Invest explains why avoiding bad forecasts, misleading numbers, emotional decisions, and unnecessary risk might be the smartest path to long-term wealth.
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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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