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Investrix and Numerius

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by Investrix and Numerius

13 episodes

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Podcast Overview

A Gallic merchant walks into a Roman tavern with a stock tip. A Roman accountant reaches for his spectacles. Every week, Investrix and Numerius — one optimist, one skeptic, both armed with real SEC filings and market data — debate a single publicly traded company over amphorae of Falernian wine. The setting is ancient Rome. The analysis is modern. The arguments are genuine. Investrix pitches growth stories with the passion of a man whose last grain cargo arrived mostly sand. Numerius dismantles them with bear-base-bull valuations and the patience of a man with five mouths to feed and exact

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Publishing Since

2/6/2026

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Recent Episodes

May 14, 2026

Disney (DIS): When Free Cash Flow Falls From $10.1B to $3.75B in One Year

Investrix presents The Walt Disney Company (DIS) as an Empire of Joy — Circi Maximi spread across the world. He defends a Base case of $143/share against the current $108, citing a DTC operating-income swing from near-zero to $1.3 billion in a single year, ROIC tripling from 4.5% to 12.1% in two years, and 710 basis points of operating-margin expansion in four. The cruise fleet is doubling to twelve ships by 2031 — a capital barrier compounding for a decade. Numerius has concerns. Reported EPS of $6.85 hides a $3.3B Hulu tax benefit; the clean number is $5.93. His owner-earnings DCF lands at $80.60 at 8.25% cost of capital. Trailing free cash flow has collapsed from $10.1B last September to $3.75B today, while guided capex for next year is $9B with a 44% effective tariff on cruise-ship steel. Forty-six dollars and ninety cents of the asking price is being paid for a recomposition not yet on the ledger. The debate unfolds in a hushed Pythagorean concert hall under the Circus Maximus, the matron behind them shushing every rising whisper. Investrix sees an irreplaceable compounder. Numerius sees a story the chair has not yet cleared — and an FCC pattern that arrived 48 hours after a political demand. Who's right when the IP fortress is intact but the regulator is the new weight on a known variable? Topics: DIS stock analysis, Disney valuation, owner-earnings DCF, Disney cruise fleet expansion, FCC license review, Hulu tax benefit, margin recomposition

May 9, 2026

Boeing (BA): When Your Brother Tells You the Hull Has Finger-Width Gaps

Investrix presents Boeing (BA) as the comeback story of the decade. Boeingus catapult-house is back: $682 billion in backlog, 600 fuselages delivered last year against 348 the year before, the Spirit AeroSystems wound closed for $4.7 billion in December, the F-47 contract worth more than $20 billion to start, and a Qatar order of roughly $96 billion signed in Doha. Gross margin has gone from negative three percent in the trough to 4.8 percent — red to black on the line that matters. Numerius has concerns. The reported $2.48 per share is divestiture-aided, propped up by a $9.5 billion Digital Aviation Solutions sale, while cash burn returned at $1.5 billion in the first quarter alone. Defence is 35 percent of revenue and administration-contingent. The PEG ratio is 4.61. The market is paying for the best year the company has not yet had. The debate happens on a stone bench beside the Seine while wooden fuselages keep cracking into the river behind them. Investrix sees a duopoly regathering itself; Numerius sees olive-wood washers on a hull that loses its planking in flight. Who's right when the entry price is $80–$100 and the market is at $224? Topics: BA stock analysis, Boeing valuation, F-47 defence contract, Spirit AeroSystems reversal, 777X reach-forward charge, aerospace duopoly, PEG ratio mispricing

April 22, 2026

United Health (UNH): Is This Tax-Farming With Scrubs On?

Investrix presents UnitedHealth Group (UNH): fifty million members, $447 billion in revenue, $188 billion of pharmacy spend through one purchaser. A former CEO came back from retirement at seventy-three on a $1 salary and bought $25 million of his own stock on his first week in. The alignment signal is, Investrix argues, the clearest he has ever seen. Numerius has concerns. Return on capital has halved in three years — from 15% to 8.5%. The guild dropped 1.2 to 1.3 million members from the Medicare rolls to make the math work. And 60% of every denarius collected comes through the Senate's pen — the same pen now holding a criminal investigation. They walk the cheese stalls of Lutetia while Opportunus vanishes the moment insurance is mentioned. Investrix hears the bull case he wants to hear. Numerius sees a collegium publicanorum with medical clothes on. Who's right? And what happens when Investrix, for once, refuses the trade not because the numbers fail — but because he understands what the eleven is? Topics: UNH stock analysis, UnitedHealth Group valuation, Medicare Advantage risk, CMS rate cycle, medical care ratio, Stephen Hemsley insider buying, DOJ investigation

13 total episodes available

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What is Investrix and Numerius?: A Gallic merchant walks into a Roman tavern with a stock tip. A Roman accountant reaches for his spectacles.

Every week, Investrix and Numerius — one optimist, one skeptic, both armed with real SEC filings and market data — debate a single publicly traded company over amphorae of Falernian wine.

The setting is ancient Rome. The analysis is modern. The arguments are genuine.

Investrix pitches growth stories with the passion of a man whose last grain cargo arrived mostly sand. Numerius dismantles them with bear-base-bull valuations and the patience of a man with five mouths to feed and exact
How often does this podcast release new episodes?: This podcast updates daily.
Where can I listen to this podcast?: This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: Information about guest appearances is not available.

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