Investment Society
IS Talks
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 critical thinking.
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Investment Society
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Último episodio
6 de abr. de 2026
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Episodios
Jungfraubahn Holding: Investing in the Heart of the Swiss Alps 06.04.2026 7:40
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 tourism assets, located in the heart of the Bernese Alps. We discuss how the company has managed to turn this unique heritage into a highly profitable business, supported by strong pricing power, iconic infrastructure, and sustained demand for premium...
From the F1 Grid to Defence: Racing Force Group’s Growth Story 10.02.2026 8:30
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 grid. We break down the core homologated safety business, the strategic upside of Driver’s Eye (in-helmet broadcast cameras), and why the group’s push into security and defence could reshape the growth profile over time. Disclaimer: This episode is f...
Timeless Taste, Relentless Buybacks: The Colefax Investment Case 29.12.2025 8:35
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 "English country house" aesthetic and an aggressive capital allocation strategy that has reduced the share count from 30 million to 5 million, Colefax stands out as a hidden luxury compounder with exceptional shareholder returns. Disclaimer:...
ABC Arbitrage, a remunerated hedge against volatility 18.12.2025 10:57
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 on equity above 15%. In addition, during unstable markets, ABC Arbitrage can be a safeguard in your portfolio. Disclaimer: The information provi...
Orsero: Fruits, Logistics and Global Network 17.11.2025 10:25
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 leading fruit distributor in the Mediterranean market. Disclaimer: The information provided by the Investment Society Lausanne is for educational and info...
Laurent-Perrier: Bubbles, Brand and Pricing Power 03.11.2025 7:26
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 piece of French history and culture with strong fundamentals. Disclaimer: The information provided by the Investment Society Lausanne is for educatio...
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