Independent in-depth research from Finimize, Finimize

Finimize Research

Independent, in-depth research from Finimize, combining bottom-up and top-down fundamental analysis to identify investment opportunities.

Reda Farran, CFA. Started as a sell-side equity analyst before joining an investment consultancy to help institutional investors with portfolio allocation and optimization. After that, Reda spent more than 4 years as an equity analyst at Fidelity, researching and investing in stocks across 5 different sectors including green energy and utilities.


Russell Burns, MBA. Has over 25 years experience at investment banks in London and Tokyo, a Japan-based hedge fund, and a special situations advisory firm. He uses bottom-up and top-down analysis to identify investment opportunities.

Theodora Lee Joseph, CFA. First and foremost a long-term investor, and previously spent nine years at Goldman Sachs as an equity research analyst covering European Oil & Gas and chemicals companies.

Stéphane Renevier, CFA. Started out as a multi-asset analyst at British fund manager Schroders, and later worked as a portfolio manager at Wells Fargo, where he managed long-short global macro strategies across all asset classes.

Independent in-depth research from Finimize

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Finimize

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Equity Bottom-Up

<ul>
<li>Nvidia has been the unrivaled darling of the AI boom, establishing itself as a portfolio must-have, and is now the second-most valuable company in the world. </li>
<li>Wafer-Thin AI chips are the company’s biggest earnings driver, but Nvidia is growing in other high-margin segments too, including software, gaming, and automotive.</li>
<li>Here’s what makes this company important, what to expect next from the tech giant, and – most interestingly – what Nvidia’s stock is really worth.</li>
</ul>


Nvidia has been the unrivaled darling of the AI boom, establishing itself as a portfolio must-have, and is now the second-most valuable company in the world. 
Wafer-Thin AI chips are the company’s biggest earnings driver, but Nvidia is growing in other high-margin segments too, including software, gaming, and automotive.
Here’s what makes this company important, what to expect next from the tech giant, and – most interestingly – what Nvidia’s stock is really worth.


Here’s What Nvidia Is Really Worth, And What To Know Ahead Of Earnings

NVIDIA Corp

Here’s What Nvidia Is Really Worth, And What To Know Ahead Of Earnings