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. Why Super Micro Computer's Supply Chain Is the Real Alpha23 Oct 2026
2. The Real Cost of Stock Research22 Oct 2026
3. Why Super Micro Computer's Supply Chain Is the Real Alpha21 Oct 2026
4. Why AI Data Centers Are Not Safe Bets20 Oct 2026
5. How JPMorgan's Defense Pivot Signals a New Capital Cycle19 Oct 2026
6. The Illusion of Market Breadth18 Oct 2026
7. Why Concentrated Portfolios Beat Diversification17 Oct 2026
8. How to Read Stock Charts Without Losing Your Mind16 Oct 2026
9. The Illusion of Alpha in Passive Investing11 Oct 2026
10. The Liquidity Mirage in Your Stock Picks10 Oct 2026