March wasn’t easy on markets. So let’s assess the damage and make a plan.

In this episode, our analysts' cover how their investment ideas are holding up in the real world.

Since their launch in October 2024, the Finimize portfolio has delivered an average absolute annualized return of 25%, beating benchmarks by an annualized 10%, and sits at a 70% “hit rate” – meaning most of the calls made money.

So we're breaking down what worked, what didn’t, and what direction the portfolio takes from here.

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Theon International doesn't make a lot of noise – but maybe it should.

It's a small company, worth under $3 billion, but already showing the kind of traits that rarely turn up together: strong growth, solid margins, and good visibility on future earnings.

Add in a tailwind from rising defense budgets and some smart expansion into new product lines, and Finimize analyst Theodora Lee Joseph thinks you've got a compelling stock for patient investors.

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Healthcare investing isn't always about blockbuster drugs – sometimes the best opportunities hide in profitable niches.

In this episode, we sit down with Finimize analyst Russell Burns to dig into Harrow, an ophthalmology pharma company whose stock has dropped 30% in recent weeks despite a still-strong growth outlook.

With shares up 400% over five years – dwarfing the S&P 500 – Russell explains why this pullback might be the entry point investors have been waiting for.

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