Smart Calls with Smartkarma

Smartkarma
  • 0.0 (0)
  • INVESTING
  • UPDATED BIMONTHLY

Insightful discussions with independent analysts and finance professionals from around the world, powered by Smartkarma's investment intelligence platform. Smartkarma empowers strategic decision-making through real-time actionable insight, premium data analytics, and direct connectivity to top-ranked investment analysts. Learn more at smartkarma.com.

  1. Tracking Global Uranium Momentum

    JAN 22

    Tracking Global Uranium Momentum

    Smart Calls with Smartkarma | Tracking Global Uranium Momentum As AI-driven power demand accelerates, nuclear energy is back in focus, pushing uranium stocks sharply higher and driving record inflows into the Global X Uranium ETF (URA). Brian Freitas joins Pranav Rao to unpack: • Why AI is reshaping the uranium demand story • How URA's index construction drives stock-level flows • Key rebalance dates investors should watch • Which stocks may see significant inflows and outflows Like what you heard? Share this episode and follow us for more Smart Calls. Read the full Insight - on.skr.ma/4k0RsXq This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma’s views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

    5 min
  2. The Medline IPO: Big Scale, Big Risks

    12/10/2025

    The Medline IPO: Big Scale, Big Risks

    Smart Calls with Smartkarma | The Medline IPO: Big Scale, Big Risks Medline, one of the largest suppliers of everyday medical and surgical essentials is heading for what could be the biggest US IPO of 2025, with a potential $5.4B raise and heavyweight cornerstone investors on board. Jeff Zell joins Pranav Rao to break down: • What makes Medline a "backbone" player in US healthcare • Key details of the IPO structure and cornerstone participants • Why size, leverage, and timing create real risks • The challenges of pricing a deal with 49 underwriters Like what you heard? Share this episode and follow us for more Smart Calls. Read the full Insight - https://skr.ma/C7S7k IPO Boutique - https://on.skr.ma/44ETWnZ This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma’s views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

    4 min
  3. The Hidden Math That Challenges Fujikura’s Boom

    11/27/2025

    The Hidden Math That Challenges Fujikura’s Boom

    Smart Calls with Smartkarma | The Hidden Math That Challenges Fujikura’s Boom Fujikura’s valuation has soared more than fourfold, but is the market overlooking a structural decline in cable demand? Michael Allen joins Pranav Rao to break down: • Why Fujikura’s EBITDA multiple expanded so sharply • Why rising cable lengths won’t offset demand compression • The psychology driving extreme AI-linked valuations Like what you heard? Share this episode and follow us for more Smart Calls. Read the full Insight - https://skr.ma/K9VoF Michael Allen - https://on.skr.ma/4ioddzz This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma’s views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

    4 min
  4. ASEAN Trade & Turbulence: Resilience, Deals & Monetary Strength

    10/02/2025

    ASEAN Trade & Turbulence: Resilience, Deals & Monetary Strength

    Smart Calls with Smartkarma | ASEAN Trade & Turbulence: Resilience, Deals & Monetary Strength ASEAN is splitting into two paths — with Vietnam, Singapore, and Malaysia standing out as the likely winners. Manu Bhaskaran joins Pranav Rao to unpack: • Why ASEAN trade has stagnated • How CPTPP gives members a competitive edge • The role of RCEP in regional trade flows • Why central bank credibility will be critical amid global turbulence Like what you heard? Share this episode and follow us for more Smart Calls. Read the full Insight - https://skr.ma/68g95 Manu Bhaskaran - http://on.skr.ma/4q8MPgH This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma’s views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

    4 min
  5. CEO Shake-Up Sends Temenos Shares Sliding

    09/10/2025

    CEO Shake-Up Sends Temenos Shares Sliding

    Smart Calls with Smartkarma | CEO Shake-Up Sends Temenos Shares Sliding Temenos shares fell ~16% following the sudden departure of CEO Jean‑Pierre Brulard, just 16 months into the role. Gregory Ramirez joins Pranav Rao on this Smart Call to unpack: • What triggered the leadership change • Whether Temenos has a structural succession issue • If the board is acting decisively enough this time • What KPIs to track as the company pushes forward on its strategic plan to 2028 Like what you heard? Share this episode and follow us for more Smart Calls. Read the full Insight - https://skr.ma/VkogW Gregory Ramirez - http://on.skr.ma/4ghKGus This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma’s views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

    6 min
  6. Newborn Town (9911 HK): China’s Global Social App Exporter

    09/01/2025

    Newborn Town (9911 HK): China’s Global Social App Exporter

    Smart Calls with Smartkarma | Newborn Town (9911 HK): China’s Global Social App Exporter Newborn Town is building an “App Factory” of export-only social and dating platforms—live streaming, voice chat, casual games—targeting the Middle East, Southeast Asia, and North America. Despite ~30–35% revenue growth and ~16% net margins, it trades at just 0.4x PEG compared to 0.8–1x peers. Pranav Rao speaks with Raj S to unpack: • Global expansion across digital verticals • AI-driven operating leverage • Valuation gap and re-rating thesis Like what you heard? Share this episode and follow us for more Smart Calls. Read the full Insight - http://on.skr.ma/4lUV9wW Raj S - http://on.skr.ma/4mJ6O3i This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma’s views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

    6 min
  7. Dongfeng Motor Privatization: Key Risks, Valuations & Timeline

    08/29/2025

    Dongfeng Motor Privatization: Key Risks, Valuations & Timeline

    Smart Calls with Smartkarma | Dongfeng Motor Privatization: Key Risks, Valuations & Timeline Privatization premium. EV spin-off. What does the Dongfeng Motor (489HK) deal mean for investors? Pranav Rao speaks with Arun George to unpack the offer structure, valuation upside, and key risks • Strategic move to align with China’s auto sector consolidation • Timeline stretches to 2026 with regulatory approvals and shareholder vote Unpack what arbitrageurs need to know on the deal. Like what you heard? Share this episode and follow us for more Smart Calls. Read the Insight - https://skr.ma/nFjNC Arun George - http://on.skr.ma/45GirSC This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma’s views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

    5 min
  8. Kalyan Jewellers Under the Lens

    08/14/2025

    Kalyan Jewellers Under the Lens

    Smart Calls with Smartkarma | Kalyan Jewellers Under the Lens Franchise expansion. Capital redeployment. What’s really behind Kalyan Jewellers’ growth strategy? Pranav Rao speaks with Pranav Bhavsar, who flags key investor watchpoints from the latest earnings call • Pause in debt reduction to free up real estate collateral • Faster supplier payments without clear ROC impact • Franchise model delivering lower margins vs peers With the AGM approaching, investors have a prime chance to press management on their capital allocation decisions. Like what you heard? Share this episode and follow us for more Smart Calls. Read the Insight - https://on.skr.ma/4fBovPi Pranav Bhavsar - https://on.skr.ma/4mLGg12 This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma’s views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

    7 min
See All (143)

About

Insightful discussions with independent analysts and finance professionals from around the world, powered by Smartkarma's investment intelligence platform. Smartkarma empowers strategic decision-making through real-time actionable insight, premium data analytics, and direct connectivity to top-ranked investment analysts. Learn more at smartkarma.com.

Information