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Hosted by Fexingo · 🇺🇸 US · EN · 107 episodes
Established thought leaders with verified media credentials.
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 market data. Each episode focuses on a single stock—from mega-cap tech to obscure small-caps—and constructs a concentrated portfolio thesis. Lucas leads with fundamental analysis, tracing through cash flow statements and competitive moats with a fountain pen's precision, while Luna challenges assumptions about valuation, management quality, and sector tailwinds. They dissect the numbers: revenue growth rates, operating margins, debt profiles, and insider ownership. The listener is an investor who manages their own portfolio, reads 10-Ks for fun, and wants to hear two skeptics debate whether a stock deserves a place in a concentrated bet. No hot takes, no market timing—just the slow, patient work of building conviction. By the end of each episode, you'll know whether Lucas and Luna believe this s
Fexingo hosts Stock Picking with Fexingo: Individual Equities, Research, and Building a Concentrated Portfolio, a business show with 107 episodes published.
Gold has surged past $2,900 an ounce in mid-2026, and John Paulson just called it the early stage of a long-term bull market. Lucas and Luna unpack why gold is rallying despite rising rates, how $100 oil and geopolitical
The Nasdaq Composite dropped 0.7% in the last five days, with META falling 5.6% and TSLA losing 4.4%, while XOM gained 5.8% and CVX rose 5.0%. Lucas and Luna unpack the rotation out of growth into energy, examining wheth
ExxonMobil has surged 5.8% in the last five days while tech giants like Meta and Tesla have slumped. Lucas and Luna explore why the energy giant is beating Big Tech in mid-2026, from disciplined capital spending and high
Lucas and Luna examine why ExxonMobil has surged 5.7% in the past five days while megacap tech stocks have struggled. They break down the factors driving oil majors' outperformance: geopolitical tensions in the Middle Ea
Episode 128 of Stock Picking with Fexingo dives into Goldman Sachs' new private markets platform, designed to give wealthy individuals access to assets like SpaceX and Stripe. Lucas and Luna break down why this matters f
When Jamie Dimon warns that markets are underestimating risks, it's worth paying attention. In this episode, Lucas and Luna break down what the JPMorgan CEO actually said on July 21, 2026 — and why he's avoiding stocks a
Capital One's acquisition of Discover is one of the most consequential deals in modern banking. In this episode, Lucas and Luna unpack why Capital One is willing to pay a premium for Discover's payment network, how the d
With the S&P 500 up 0.2% over the last week but the NASDAQ down 1.4%, a quiet rotation has been underway. Chevron and ExxonMobil, the two largest US energy companies, have each gained over 2% in the past five days—beatin
Lucas and Luna unpack the Fed's shift toward AI-driven communication tools like 'WarshGPT' and what it means for market participants. Using the latest Dallas Fed President Logan's call for 'modestly' higher rates, they e
Episode 123. Tesla stock dropped 15% in a single week in mid-July 2026 — the biggest five-day rout since the 2022 selloff. Lucas and Luna unpack the three forces compressing the stock: fading delivery growth in China, ma
Lucas and Luna dig into Bank of America's recent performance, focusing on its wealth management division as the key differentiator. With the stock up 3% in the past five days while megacap tech stumbles, they explore how
SpaceX went public in late 2025 to massive fanfare. By July 2026, the stock is trading below its IPO price and short interest is surging. Lucas and Luna dissect what went wrong: the Starlink revenue miss, the Starship co
JPMorgan Chase just reported another monster quarter, and the story isn't about investment banking — it's about how the bank is systematically dismantling the regional bank franchise. In early 2026, JPMorgan opened over
Apple hit a five trillion dollar market cap this week, becoming the first public company to reach that milestone. Lucas and Luna break down the specific drivers behind the rally — services margins, the iPhone upgrade cyc
While NVIDIA's stock dips 1.9% in the last five days, Lucas and Luna dig into TSMC's real power in the AI supply chain. They examine how TSMC's advanced packaging capacity — specifically CoWoS — is the true bottleneck fo
Berkshire Hathaway's cash pile has swelled to over $300 billion, and Warren Buffett is openly struggling to find bargains in a market where he says 'everybody is preferring gambling.' Lucas and Luna dissect the implicati
Lucas and Luna explore a fresh angle in stock picking: major conglomerates quietly spinning off divisions to unlock value. Using data from mid-2026, they examine how recent spin-offs from companies like GE and Johnson &
Lucas and Luna break down Meta's stunning 9.6% weekly gain to $661, exploring how the company's AI-driven ad platform and aggressive capital allocation are redefining growth for a mature megacap. They dive into Meta's ri
On July 14 2026, Berkshire Hathaway stock trades at $494.77, and Warren Buffett just made a quiet but massive shift in his philanthropy: for the first time, he excluded the Gates Foundation from his annual donation of Be
In this episode of Stock Picking with Fexingo, Lucas and Luna dig into Alphabet's sharp four percent drop in the first full week of July 2026 — a roughly forty billion dollar loss in market cap. They explore what drove t
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Stock Picking with Fexingo: Individual Equities, Research, and Building a Concentrated Portfolio is hosted by Fexingo. The show is categorised under business and has published 107 episodes.
Stock Picking with Fexingo: Individual Equities, Research, and Building a Concentrated Portfolio has published 107 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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