by Investment Society
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.
Language
🇺🇲
Publishing Since
11/3/2025
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April 6, 2026
<p>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 alpine tourism.</p><p>Disclaimer: The information provided by the Investment Society Lausanne is for educational and informational purposes only. It does not constitute financial advice, investment recommendations or an offer to buy or sell securities. All investments involve risks, including the potential loss of capital.</p><p>Image: © Jungfraubahnen 2019</p><p></p><p><br></p>
February 10, 2026
<p>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.</p><p>Disclaimer: This episode is for educational purposes only and does not constitute financial advice.</p><p>Image: © Racing Force Group</p><p><br></p>
December 29, 2025
<p>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.</p><p><br></p><p>Disclaimer: The information provided by the Investment Society Lausanne is for educational and informational purposes only. It does not constitute financial advice, investment recommendations or an offer to buy or sell securities. All investments involve risks, including the potential loss of capital.</p><p><br></p><p>Image: © Colefax & Fowler</p>
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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.
This podcast updates daily.
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
No, this podcast does not typically feature guests.
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