
IS Talks is produced by the Investment Society Lausanne, a student-run association at HEC Lausanne managing its own investment fund. In this podcast, we regularly present companies that we find particularly interesting because of their business models, strategic positioning or special situations worth exploring. The goal: to share clear, structured analysis and foster a passion for investing and c... more
| Publishes | Monthly | Episodes | 3 | Founded | 2 months ago |
|---|---|---|---|---|---|
| Categories | BusinessInvesting | ||||

In the third episode of IS Talks, Hippolyte and João discuss about ABC Arbitrage (ABCA:PA). This company is a "remunerated hedge against volatility” with an excellent performance record of 61 consecutive half-years of positive net income and returns ... more
In this second episode of IS Talks, João and Hippolyte analyse Orsero's (ORS.MI) investment case. Between its powerful logistics and deep family alignment, a strategic shift to high-value products and room to expand geographically, Orsero is the lead... more
In this first episode of IS Talks, João and Hippolyte analyse Laurent-Perrier's (LPE.PA) investment case. Between brand value and portfolio composition, specificity in financing working capital requirements and pricing power, Laurent-Perrier is a pi... more
This podcast is pure gold for value investing! No hype, just smart analysis on stocks nobody else is talking about and that are undervalued. These guys crush it! Keep it going 💪💪
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #63 | |
Apple Podcasts | #196 |









Listeners, social reach, demographics and more for this podcast.
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IS Talks launched 2 months ago and published 3 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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