Finimize Analyst Desk
Finimize, Russell Burns, Reda Farran, CFA, Theodora Lee Joseph, CFAEmpowering modern investors with institutional-grade markets and investment research.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 150 | Subscribers | Read | finimize.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Daikin’s Getting Some Heat, And That Feels Like An Opportunity
Elliott Management is pressuring the world’s biggest air conditioning maker to fatten margins, buy back stock, and sharpen its strategy. It may make this Japanese firm very… cool.
Intel’s Comeback Has Been Stellar. The Risk-Reward No Longer Is.
Intel’s stock just did something it hasn’t managed since the dot-com boom: it hit a new record high. That’s a serious reversal for a company that, not long ago, looked like one of tech’s great cautionary tales.
Big Tech, Big Central Banks, And The Big Investing Week Ahead
## The Focus This Week: Hyperscalers And Policymakers
The Global Grid Upgrade And How To Invest In It
The world is rebuilding its power grid to handle AI, EVs, and renewables. Here’s how the opportunity breaks down, the nine names I’m using to play it, and the risks I’m watching
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 content at Finimize.
Long-term investor, formerly an equity research analyst at Goldman Sachs for nine years, and now a global markets analyst at Finimize.
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