We challenged students to perform a stock analysis of Inderes. Sami Tuuri and Vilho Saarela passed the selection process and will soon begin monitoring Inderesâs stock. The new generation of analysts are now introducing themselves on inderesTV.
Topics:
00:00 Introduction
00:55 Analysts introduce themselves
02:49 Application process
06:37 Inderes as the subject of analysis
08:52 Start of monitoring and content
11:08 Greetings to the community
Yes. After Sauliâs (long-awaited) return, weâve already enjoyed the Sampo live stream and the HeikkilĂ€ and Vilen show.
If we could also get @Sauli_Vilen and @Juha_Kinnunenâs market overview on air, that would be amazing.
Hi, has @Rauli_Juvaâs confidence in Nokian Tyres in the context of his own portfolio and its weight in the portfolio changed after Q4? At least the forecasts were significantly cut. I already asked about this on YouTube a couple of days ago, but apparently, they donât respond as actively there.
From the downgrade of the recommendation to âaddâ level and the analysis, one can conclude that confidence in the companyâs turnaround did indeed weaken, but we still have to wait several more years to see how things ultimately work out with the Romanian factory. Of course, the number of shares is the same, as we cannot trade against the recommendation (nor would I want to), the share price drop took care of the weight reduction for me
Once you get this in the can and have a moment from your other busy schedules, a deep dive into the asset management sector, similar to the Sampo special, with Antti Saari from OP, would be very interesting.
I do have a wealth management podcast planned (or actually several of them), but for guests, I was thinking of actual wealth management professionals (letâs keep the names a surprise for now)
In the first episode of the podcast series âPerspectives on Responsible Investingâ, the guest is Vesa Puttonen - Professor of Finance at Aalto University and a familiar figure in the investment world with his clear opinions. In this episode, he presents his perspectives on responsible investing and challenges investors to more effectively influence the prevention of climate change.
Topics:
00:00 Introduction
00:46 Responsible Investing
06:07 Returns of ESG Funds
17:23 Changes during the Trump Era
27:00 Measurability
35:05 What kind of companies should one invest in?
Investing is a journey that can look different at various life stages. Among other things, age and life situation can affect the chosen investment style and willingness to take risks. Everyoneâs investment story is different â someone might jump into the world of investing young, while someone else might only discover it in retirement. Inderesâ financial gals Isa, Marianne, Pia, and Sara reflect on what investing can be like at different life stages through their own experiences.
Topics:
00:00 Introduction
01:16 Youth
19:15 Busy years
30:01 55â64 years
Could these earnings week summaries get their own podcast? Iâve missed many episodes of inderesPod because theyâve gotten lost in the huge mass of earnings week summaries, which is, content-wise, completely different from the rest of the podcastâs content.
How about naming the new podcast "Earnings Summarizers" and taking that earnings summary concept to the next level through it
This idea was, if I recall correctly, under consideration last year. I think that the maestro in question @Olli_Koponen and the head honcho of inderesPod @Ville_Kivinen can take this theme into new consideration.
Weâll have to consider it. Quite a few podcasts have various types of content and concepts under the same feed, and earnings season summaries donât exactly come in a flood. One reason why the earnings season summary is in the same place as other inderes podcasts is that, for some reason, the creators of inderesPod donât have the capacity to sit in the podcast booth during earnings season. This causes the podcastâs continuity to suffer, which in our opinion is a negative thing. But weâll reconsider this as well.
Hesuli turns green, Finland ages, and Raharadio returns to air. In this episode, Sauli, Marianne, and Antti wonder about the newly crafted pension reform, ponder the effects of an aging population on economic growth, and ask what kind of legacy the baby boomers leave for future generations.
Topics :
00:00 Introduction
01:16 To the square, Hesuli turns green
07:38 Trust in the pension system wavers
24:12 The long decline of aging
34:30 Investing and saving boom
Each of us would hope to find ten-baggers for our portfolio. How to find such companies? Inderesâ Life Science analyst Antti Siltanen opens up his own portfolio and ponders the characteristics of potential ten-baggers.
Topics:
Topics: 00:00 Guest Antti Siltanen 01:42 Education and previous career 03:24 Working at Inderes 06:23 First investments in the spring of matriculation 09:47 Why do you invest? 11:13 What kind of investor are you? 12:44 Forming a shock-resistant portfolio with Ray Dalioâs teachings 15:58 Timing the market 17:37 Other asset classes 18:28 Finding new investment ideas 19:36 Criteria for a stock to buy 23:13 Kuros Biosciences 26:03 3D Matrix 26:53 OssDsign 28:20 Polynovo 29:15 Latest market movements 30:40 Three stocks from the Helsinki Stock Exchange for five years 32:43 One stock from abroad for five years 34:32 Finding 10-baggers 37:03 Identifying risks 39:33 One million euros net cash or 5000e/month net for the rest of your life? 40:41 What advice would you give to young Antti who is just starting to invest?
That was an interesting chat about a unique investment strategy, and on top of that, a couple of companies (featured in the interview) came up for researchđ
Good spot! The episode was uploaded to Spotifyâs service, but for some reason it couldnât be found on Spotify I re-uploaded it now and you can find it here: What did the earnings season look like?
I think that the maestro in question 
I re-uploaded it now and you can find it here: