Investor Intelligence
Your portfolio’s next big idea. Each week, our analysts and leading Wall-Street experts provide in-depth analysis that dives deep on a company, opportunity or trend in markets. Brought to you by Finimize, the #1 financial information platform for modern investors.
Investor Intelligence
How Our Investing Ideas Have Help Up: May 2026
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Every month, we go back to the numbers.
In this episode, Finimize Analysts Reda Farran, Russell Burns, and Theodora Lee Joseph join the pod for our May Research Performance Update - a review of how the ideas inside the Finimize Portfolio have actually performed, and what we’re changing now.
Since launch in October 2024, our analysts’ picks have delivered an average return of 29%, beaten their benchmarks by 13 percentage points, and posted an 83% hit rate. We discuss a new position in Daikin, growing pressure on Nike, Intel’s exit from the portfolio, and where the next opportunities may be emerging.
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