Hosted by Unknown Host · EN · 6 episodes
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Every trading day, Lucas and Luna sit down with a fresh single-stock thesis, a stack of financial statements, and the latest market data from yFinance and FRED. This is not a news recap — it is a methodical dissection of one equity: what the business actually does, what the numbers say, and what the market might be missing. Lucas, a journalist who has covered corporate finance for a decade, leads with the narrative — the story the company tells itself. Luna, an engaged interlocutor who has managed a concentrated portfolio, presses on valuation, cash flow, and competitive moat. Together they ask: 'Is this stock a buy, a hold, or a pass — and why, exactly, right now?' Episodes are anchored in real-time earnings surprises, sector rotation signals, and macro crosscurrents that could break a thesis. The listener is someone who already knows the basics of P/E and free cash flow but wants to see how a focused analyst thinks through uncertainty — how to weigh a durable competitive advantage against a looming regulatory overhang, or how to size a position when the Fed is about to cut. Every episode leaves you with a clear framework you can apply to your own research, not a hot tip. The final question is always: 'Would you put your own money here, today?'
Unknown Host hosts Stock Picking with Fexingo: Individual Equities, Research, and Building a Concentrated Portfolio, a business show with 6 episodes published.
Amazon's cloud business has long been the profit engine of the company. But in 2026, that engine is sputtering. While Microsoft and Google pour capital into AI infrastructure and see revenue accelerate, Amazon Web Servic
Lucas and Luna dissect Berkshire Hathaway's accelerating share repurchase program in mid-2026. With Berkshire stock up over 4% in the last five days while the S&P 500 dropped 2%, they explore why Warren Buffett's firm is
Lucas and Luna break down Broadcom's edge in the custom AI chip market, using its recent premarket move as a springboard. They explore why hyperscalers like Alphabet and Meta are turning to Broadcom over Nvidia for speci
ExxonMobil is up 5.5 percent in the past five days and 20 percent year-to-date, outpacing Chevron and the broader S&P 500. In this episode, Lucas and Luna dig into what’s driving the divergence: Exxon’s aggressive Permia
Episode 30 of Stock Picking with Fexingo drills into the gold mining sector, which has quietly outperformed the S&P 500 over the past month despite headwinds for commodities broadly. Lucas and Luna focus on one mid-cap p
In this episode of Stock Picking with Fexingo, Lucas and Luna dive into Berkshire Hathaway's recent six billion dollar bet on the housing sector. With the S&P 500 hovering near all-time highs at 7,557 and the Dow at 50,8
Lucas and Luna dig into one of the most surprising stories in banking this year: Bank of America's stock is up 2.7% over the past five days and has quietly outperformed JPMorgan by a wide margin in 2026. They break down
Microsoft's stock is up over 7% in the past week, and Lucas and Luna dig into why. It's not just about cloud AI—Microsoft is quietly embedding Copilot across the entire enterprise software stack, from GitHub to Dynamics
Lucas and Luna explore Nvidia's pivot from chip designer to foundry powerhouse. With the stock up 4.4% this week and the S&P 500 hitting 7,600, they break down Nvidia's $20 billion investment in internal manufacturing, t
Lucas and Luna examine Nvidia's surprising move into custom chip manufacturing, known as NVDA's 'foundry strategy.' With Nvidia up 3% in the past week to $221, the hosts break down how the company is leveraging its AI do
This episode digs into Berkshire Hathaway's $6.8 billion acquisition of homebuilder Taylor Morrison, announced June 1, 2026. Lucas and Luna explore why Warren Buffett's firm is making its biggest housing bet ever, how it
In this episode, Lucas and Luna dissect the latest Microsoft earnings and its decisive lead in cloud AI. With Azure growing 33% year-over-year and the new 'Copilot for Finance' launching, Microsoft is turning AI hype int
Lucas and Luna dive into Microsoft's stunning 7.6% weekly gain, breaking down how Azure's AI revenue mix and enterprise contracts are driving the outperformance versus Alphabet and Amazon. They examine the specific numbe
Lucas and Luna break down why Microsoft stock surged more than 7 percent in the past week while the S&P 500 rose just 1.4 percent. They trace the catalyst to a single product: Microsoft 365 Copilot. By May 2026, enterpri
In this episode of Stock Picking with Fexingo, Lucas and Luna break down Microsoft's standout performance in Q2 2026. With shares up 7.6% in the past five days alone and a year-to-date gain of 22%, Microsoft has left riv
Microsoft shares are up more than 6 percent in the past five days, far outpacing the S&P 500's 1.6 percent gain. Lucas and Luna dig into what's driving the move: the company's Azure cloud business is gaining share as ent
Lucas and Luna break down Nio's surprise 10 percent jump after the Chinese EV maker unveiled its first new flagship model in over two years. They dig into what the ET9 says about Nio's strategy—targeting the premium seda
Meta shares are up nearly 4 percent over the past five days, outperforming the rest of the mega-cap tech cohort. In this episode, Lucas and Luna drill into the specific drivers behind that move: user engagement trends in
The Russell 2000 is up 3.6% in the last five days versus the S&P 500's 1.2% — a gap that's been widening all quarter. Lucas and Luna dig into why small caps are finally catching a bid after years of underperformance. The
Lucas and Luna dig into Berkshire Hathaway's record cash hoard — now over $400 billion. As the S&P 500 hits new highs and small caps surge, Warren Buffett is doing nothing. The hosts break down what that cash means: is i
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Stock Picking with Fexingo: Individual Equities, Research, and Building a Concentrated Portfolio is hosted by Unknown Host. The show is categorised under Business and has published 6 episodes.
Stock Picking with Fexingo: Individual Equities, Research, and Building a Concentrated Portfolio has published 6 episodes.
Stock Picking with Fexingo: Individual Equities, Research, and Building a Concentrated Portfolio regularly covers Business. It sits in the Business category.
Stock Picking with Fexingo: Individual Equities, Research, and Building a Concentrated Portfolio is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
Stock Picking with Fexingo: Individual Equities, Research, and Building a Concentrated Portfolio hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of Stock Picking with Fexingo: Individual Equities, Research, and Building a Concentrated Portfolio average 8 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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