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

Nebius ($NBIS) Is Riding High – And This Hidden Rival Is Copying Its AI Playbook

Softbank (9984) Is Trading Cheap, And That Could Be An Opportunity

The “Nebius” Big Thing: The AI Stock You Want To Know Now

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Equity Bottom-Up

<ul>
<li>AI’s evolving every second of every day, and so are the boom’s best investing plays. Early this year, I called out SoftBank Group as a prime AI opportunity.</li>
<li>A wide discount to NAV offered a cheap way to invest in Arm and tech, but that's narrowed after Softbank's 150% share price rally - and more limited NAV growth.</li>
<li>So I’ve taken a fresh look at SoftBank, reviewed my original trade ideas, and found a new undervalued power play that could help you reap a tidy reward.</li>
</ul>


AI’s evolving every second of every day, and so are the boom’s best investing plays. Early this year, I called out SoftBank Group as a prime AI opportunity.
A wide discount to NAV offered a cheap way to invest in Arm and tech, but that's narrowed after Softbank's 150% share price rally - and more limited NAV growth.
So I’ve taken a fresh look at SoftBank, reviewed my original trade ideas, and found a new undervalued power play that could help you reap a tidy reward.


SoftBank Soared. And This Hidden AI Power Play Could Be Next

Softbank Group

SoftBank Soared. And This Hidden AI Power Play Could Be Next