Podcast

Stock Picking with Fexingo: Individual Equities, Research, and Building a Concentrated Portfolio

Stock Picking with Fexingo is the daily show where Lucas and Luna argue the specific merits of individual equities in real time, using only publicly-available filings, earnings transcripts, and…

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Latest episodes

  1. How JPMorgan Made the 2028 Olympics an Investment Thesis11 Aug 2026
  2. How Berkshire's Cash Hoard Is Now Working for Shareholders10 Aug 2026
  3. Pfizer's June Rally and the Dividend Catch-Up Trade9 Aug 2026
  4. Why Pfizer Is the Contrarian Dividend Play of 20268 Aug 2026
  5. Copper Hits Record High and What It Signals for Stock Pickers7 Aug 2026
  6. How the S&P 500 Could Hit 8000 and What Stock Pickers Should Watch6 Aug 2026
  7. Why Amazon Is Winning the AI E-Commerce Trade5 Aug 2026
  8. The Art of the Concentrated Portfolio4 Aug 2026
  9. Visa Buys BioCatch and What It Says About Fraud and Fintech3 Aug 2026
  10. How Apple's Rout Is a Buying Opportunity in a Rotating Market2 Aug 2026