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 | 173 | Founded | 2 years ago | Last Issue | 7 days ago |
| Active | |||||
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finimize.substack.comLatest Issues
The Figures Are In: Should You Invest In SpaceX’s IPO – Or Leave It On The Launchpad?
The prospectus revealed the hard numbers – and they show a remarkable business, a massive AI bet, and a valuation already priced for lift-off.
The 9% Blind Spot In Global Stock ETFs
Take a second to look at what you actually own.
If your portfolio leans on an S&P 500 fund or one of those “world stock“ ETFs, there’s a good chance the underlying mix is less diversified – and less forward-looking – than you think.
Take...
SpaceX’s IPO And The Investing Week Ahead
The Focus This Week: SpaceX Is On The Launchpad
🚀 SpaceX is looking to make history – again – this time with a blockbuster initial public offering. The company is expected to debut on the Nasdaq on Friday and is hoping to raise up to $...
Analyst Roundup – June 2026
Reda, Theodora, and Russell share their latest research and tackle interesting and difficult community member questions.
After A Huge AI Run, It’s Time To Trim Some K-Stocks
Companies are starting to cap their employees’ AI use, so Russell’s making changes to his portfolio picks.
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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.
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