Technically Fundamental Podcast Por Jakub Hajost arte de portada

Technically Fundamental

Technically Fundamental

De: Jakub Hajost
Escúchala gratis

Bridging the gap between lines and numbers for smarter investing, "Technically Fundamental" is your go-to investing podcast that combines technical and fundamental analysis. Host Jakub Hajost and his guests dissect one stock per episode, delving deep into charts and financials for a comprehensive perspective. Join us for engaging, insightful conversations that enrich your investment knowledge. For informational purposes only.Jakub Hajost Economía Finanzas Personales
Episodios
  • Episode 6: Text SA - High returns SaaS gem at P/E of 8?
    Jul 10 2025

    In this episode of Technically Fundamental, your host Jakub Hajost dives deep into Text SA, a standout Polish SaaS company behind solutions like LiveChat, ChatBot, HelpDesk, KnowledgeBase, TeamChat, and the emerging WorkFlows.

    We start with a snapshot of the technicals—price trends and signals—but quickly pivot into what really matters: the fundamentals. I walk you through a structured analysis using tools like Discounted Cash Flow (DCF), margin of safety, ROCE, P/E, EV/EBITDA, and the company’s healthy profit margins.

    What makes Text SA intriguing isn’t just its product lineup—it’s the strategic transformation into a full SaaS suite, driven by their new Text App platform. I break down why this pivot could be a game changer for the company and how it positions them for long-term growth.

    We also touch on their SOC2 certification journey and what it signals about their commitment to enterprise-readiness and data security.

    Whether you're a fundamentals-first investor or just SaaS-curious, this episode offers a rich case study in how to evaluate a promising tech business through both a technical and fundamental lens.


    This podcast is for educational and informational purposes only. Nothing discussed should be considered financial, investment, or legal advice. Always do your own research or consult with a licensed professional before making investment decisions. The views expressed are those of the host and guests, and do not necessarily reflect the views of any organizations they may be affiliated with.

    Más Menos
    30 m
  • Episode 5: British Companies Market
    Dec 23 2023

    In Episode 5 of "Technically Fundamental," hosts Jakub Hajost and Michael Lindan turn their expert gaze towards the bustling British stock market. This episode offers a comprehensive analysis of UK stocks, delving into key financial metrics such as Price/Earnings (P/E) ratios, returns on equity, and dividend yields, painting a detailed picture of the current UK investment landscape.

    The discussion takes an intriguing turn as Jakub and Michael compare the performance and trends of British companies with other major markets, including the United States, China, and Poland. This comparison provides valuable insights into the unique position of the UK market on the global stage.

    But that's not all. The episode also explores the types of investors who are showing an increasing interest in British companies, highlighted by recent high-profile takeovers. This segment sheds light on the evolving dynamics of the UK's investment appeal.

    The big question posed is whether the United Kingdom is perceived as the 'madhouse' and 'sick man of Europe' or if it represents a land of opportunity for a variety of investors. Jakub and Michael dissect this topic, offering their well-researched views and analysis.

    Tune in to "Technically Fundamental" Episode 5 for a deep dive into the complexities of the British stock market and uncover the answers to some pressing questions about its global standing and future potential. This episode is a must-listen for anyone keen on understanding the evolving patterns of global investment and the unique opportunities the UK market may offer.

    Remember, this podcast is for informational purposes only and is not intended as investment advice. Always consult with a professional financial advisor before making investment decisions.

    Más Menos
    44 m
  • Meta Platforms. Technical and Fundamental Analysis. Conversation: What lies ahead of this tech giant?
    May 24 2023

    In the third episode of "Technically Fundamental", we delve deep into the intricacies of Meta Platforms Inc., formerly known as Facebook Inc.

    The episode kicks off with your host Jakub Hajost walking you through a step-by-step technical analysis of Meta's performance, studying its trendline, channel, moving averages, and volume. If you've ever wondered how these elements play into making a well-informed decision about stock investments, this episode offers invaluable insights.

    This is followed by an in-depth study of Meta's financial indicators - price to earnings, price to book, price to sales, return on equity, return on assets, and return on capital employed. Unravel what these metrics mean and how they form the bedrock of fundamental analysis.

    But we don't stop there. The second part of the episode features a dynamic conversation with our returning guest, Michael Lindan. Together, Jakub and Michael dive deeper into Meta's business. They shed light on the strategies, opportunities, and challenges of this tech behemoth.

    From its origins as a social networking service to its ambitions in building the metaverse, we discuss how Meta Platforms continues to shape and influence the digital landscape.

    Whether you are a seasoned investor or just starting out, this episode will equip you with a balanced view of technical and fundamental analysis, applied to one of the most influential tech companies of our time.

    Tune in to "Technically Fundamental" and add a new dimension to your understanding of the stock market. Remember, "bridging the gap between lines and numbers for smarter investing".

    Remeber also that "we strip the noise, but you make the choice": our analysis serves to educate and spark conversation, but should not be taken as financial advice. Always consult with a professional financial advisor before making investment decisions.


    Más Menos
    1 h y 6 m
Todavía no hay opiniones