Everyone’s talking about AI, automation, and whatever the next big tech breakthrough might be. But some of the most reliable returns still come from businesses doing something far simpler - and doing it exceptionally well.

Today, Finimize Analyst Reda Farran joins the pod to dig into TJX Companies, the off-price retail giant behind TJ Maxx and Marshalls.

With markets looking frothy and AI valuations stretched, we talk about why this high-quality compounder offers resilience, diversification, and a potential hedge if the hype fades.

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Korean stocks have been on a tear, and yet, they’re still flying under the radar.

Finimize Analyst Russell Burns joins the pod to break down why South Korea’s market has surged, why valuations haven’t caught up, and what’s really behind the Kospi’s jaw-dropping run.

Most importantly, we dig into the opportunity: how investors can access this notoriously closed market, and why Korea could be one of the most mispriced opportunities in global equities right now.

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Before you start thinking about new goals and fresh trades for 2026, it’s worth taking one last look back.

In this episode, Finimize Analyst Stéphane Renevier joins the pod to review the Finimize team’s 2025 investing calls - what worked, what didn’t, and why. We break down the ideas that delivered standout returns, the themes that kept showing up, and the mistakes that offered the clearest lessons.

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