IS Talks
Episodes
Jungfraubahn Holding: Investing in the Heart of the Swiss Alps
06 Apr 2026
Contributed by Lukas
In this episode of IS Talks, we take a closer look at Jungfraubahn Holding (JFN.SW), a company built around some of Switzerland’s most exceptional t...
From the F1 Grid to Defence: Racing Force Group’s Growth Story
10 Feb 2026
Contributed by Lukas
In this new episode of IS Talks, João and Hippolyte discuss Racing Force Group (RFG), the company behind a large share of the helmets seen on the F1 ...
Timeless Taste, Relentless Buybacks: The Colefax Investment Case
29 Dec 2025
Contributed by Lukas
In this fourth episode of IS Talks, João and Hippolyte analyse Colefax (CFX.L) investment case. Between its status as the timeless reference for the ...
ABC Arbitrage, a remunerated hedge against volatility
18 Dec 2025
Contributed by Lukas
In the third episode of IS Talks, Hippolyte and João discuss about ABC Arbitrage (ABCA:PA). This company is a "remunerated hedge against volatil...
Orsero: Fruits, Logistics and Global Network
17 Nov 2025
Contributed by Lukas
In this second episode of IS Talks, João and Hippolyte analyse Orsero's (ORS.MI) investment case. Between its powerful logistics and deep family alig...
Laurent-Perrier: Bubbles, Brand and Pricing Power
03 Nov 2025
Contributed by Lukas
In this first episode of IS Talks, João and Hippolyte analyse Laurent-Perrier's (LPE.PA) investment case. Between brand value and portfolio comp...