Stock Picking with Fexingo: Individual Equities, Research, and Building a Concentrated Portfolio
FexingoStock 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 ... more
| Publishes | Daily | Episodes | 154 | Founded | 3 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Business | |||
Listen to this Podcast
Latest Episodes
In this episode of Stock Picking with Fexingo, Lucas and Luna break down why Pfizer is up nearly seven percent over the past week while the rest of the market tries to find its footing. They explore the dividend catch-up trade—how a beaten-down pharm... more
Pfizer just jumped six and a half percent in a week while the rest of the market wobbles. Lucas and Luna dig into the pharma giant's turnaround story: what's driving the rebound, how it fits into a concentrated portfolio, and whether the dividend is ... more
Copper just hit its highest price ever, and Lucas and Luna dig into what that record actually tells stock pickers. They unpack the metal's role as a leading indicator for global growth, how the AI buildout and the energy transition are reshaping dema... more
As the S&P 500 surges past 7,700 and traders on Kalshi bet on a run to 8,000 by year-end, Lucas and Luna explore what a melt-up means for stock pickers. They drill into the market's recent rotation, from the 8.9% five-day pop in NVIDIA to the 3.9% dr... more
Key Facts
Similar Podcasts
People also subscribe to these shows.
Hosts
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #244 |  Poland/Business |
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
|---|---|---|---|---|---|
| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
Frequently Asked Questions About This Podcast
What is This Podcast about and what kind of topics does it cover?
Two hosts dissect individual equities with a relentless focus on fundamentals, cash flow, and competitive moats to decide whether each stock deserves a place in a concentrated portfolio. Episodes center on deep-dive stock analysis, using public filings and earnings data to weigh buy, hold, or sell theses. A distinctive feature is the tandem dynamic: one host drives the case with rigorous financial scrutiny, while the other challenges valuation, management quality, and sector tailwinds, producing pragmatic, evidence-driven conclusions rather than hot takes. The show consistently emphasizes disciplined portfolio construction, risk management, and the notion that a handful of well-researched ideas can outperform broader diversification. This a... more
Where can I find podcast stats for this podcast?
Rephonic provides a wide range of podcast stats for this podcast. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to this podcast and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does this podcast get?
Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for this podcast, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.
What are the audience demographics for this podcast?
Rephonic provides comprehensive predictive audience data for this podcast, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.
How many subscribers and views does this podcast have?
To see how many followers or subscribers this podcast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
Which podcasts are similar to this podcast?
These podcasts share a similar audience with this podcast:
1. Unhedged
2. Full Signal
How many episodes of this podcast are there?
this podcast launched 3 months ago and published 154 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact this podcast?
Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.
Where can I see ratings and reviews for this podcast?
Rephonic pulls ratings and reviews for this podcast from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.
How do I access podcast episode transcripts for this podcast?
Rephonic provides full transcripts for episodes of this podcast. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.