IS Talks

About 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.

Publisher

Investment Society

Category

business

Language

en

Explicit

No

First episode

3 Nov 2025

Latest episode

6 Apr 2026

Latest episodes

6 episodes in the feed.

1. 

   6 Apr 2026

   Jungfraubahn Holding: Investing in the Heart of the Swiss Alps

   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. 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. Image: © Jungfraubahnen 2019

2. 

   10 Feb 2026

   From the F1 Grid to Defence: Racing Force Group’s Growth Story

   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 for educational purposes only and does not constitute financial advice. Image: © Racing Force Group

3. 

   29 Dec 2025

   Timeless Taste, Relentless Buybacks: The Colefax Investment Case

   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: 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. Image: © Colefax & Fowler

4. 

   18 Dec 2025

   ABC Arbitrage, a remunerated hedge against volatility

   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 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. Image: © ABC Arbitrage

5. 

   17 Nov 2025

   Orsero: Fruits, Logistics and Global Network

   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 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. Image: © Orsero

6. 

   3 Nov 2025

   Laurent-Perrier: Bubbles, Brand and Pricing Power

   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 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. Image: © Laurent-Perrier

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Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.