Technically Fundamental

Jakub Hajost
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Bridging the gap between lines and numbers for smarter investing, "Technically Fundamental" is your go-to investing podcast that combines technical and fundamental analysis. Host Jakub Hajost and his guests dissect one stock per episode, delving deep into charts and financials for a comprehensive perspective. Join us for engaging, insightful conversations that enrich your investment knowledge. For informational purposes only.

Episódios

  1. 10/07/2025

    Episode 6: Text SA - High returns SaaS gem at P/E of 8?

    In this episode of Technically Fundamental, your host Jakub Hajost dives deep into Text SA, a standout Polish SaaS company behind solutions like LiveChat, ChatBot, HelpDesk, KnowledgeBase, TeamChat, and the emerging WorkFlows. We start with a snapshot of the technicals—price trends and signals—but quickly pivot into what really matters: the fundamentals. I walk you through a structured analysis using tools like Discounted Cash Flow (DCF), margin of safety, ROCE, P/E, EV/EBITDA, and the company’s healthy profit margins. What makes Text SA intriguing isn’t just its product lineup—it’s the strategic transformation into a full SaaS suite, driven by their new Text App platform. I break down why this pivot could be a game changer for the company and how it positions them for long-term growth. We also touch on their SOC2 certification journey and what it signals about their commitment to enterprise-readiness and data security. Whether you're a fundamentals-first investor or just SaaS-curious, this episode offers a rich case study in how to evaluate a promising tech business through both a technical and fundamental lens. This podcast is for educational and informational purposes only. Nothing discussed should be considered financial, investment, or legal advice. Always do your own research or consult with a licensed professional before making investment decisions. The views expressed are those of the host and guests, and do not necessarily reflect the views of any organizations they may be affiliated with.

    30 min

  2. 23/12/2023

    Episode 5: British Companies Market

    In Episode 5 of "Technically Fundamental," hosts Jakub Hajost and Michael Lindan turn their expert gaze towards the bustling British stock market. This episode offers a comprehensive analysis of UK stocks, delving into key financial metrics such as Price/Earnings (P/E) ratios, returns on equity, and dividend yields, painting a detailed picture of the current UK investment landscape. The discussion takes an intriguing turn as Jakub and Michael compare the performance and trends of British companies with other major markets, including the United States, China, and Poland. This comparison provides valuable insights into the unique position of the UK market on the global stage. But that's not all. The episode also explores the types of investors who are showing an increasing interest in British companies, highlighted by recent high-profile takeovers. This segment sheds light on the evolving dynamics of the UK's investment appeal. The big question posed is whether the United Kingdom is perceived as the 'madhouse' and 'sick man of Europe' or if it represents a land of opportunity for a variety of investors. Jakub and Michael dissect this topic, offering their well-researched views and analysis. Tune in to "Technically Fundamental" Episode 5 for a deep dive into the complexities of the British stock market and uncover the answers to some pressing questions about its global standing and future potential. This episode is a must-listen for anyone keen on understanding the evolving patterns of global investment and the unique opportunities the UK market may offer. Remember, this podcast is for informational purposes only and is not intended as investment advice. Always consult with a professional financial advisor before making investment decisions.

    44 min

  3. 24/05/2023

    Meta Platforms. Technical and Fundamental Analysis. Conversation: What lies ahead of this tech giant?

    In the third episode of "Technically Fundamental", we delve deep into the intricacies of Meta Platforms Inc., formerly known as Facebook Inc. The episode kicks off with your host Jakub Hajost walking you through a step-by-step technical analysis of Meta's performance, studying its trendline, channel, moving averages, and volume. If you've ever wondered how these elements play into making a well-informed decision about stock investments, this episode offers invaluable insights. This is followed by an in-depth study of Meta's financial indicators - price to earnings, price to book, price to sales, return on equity, return on assets, and return on capital employed. Unravel what these metrics mean and how they form the bedrock of fundamental analysis. But we don't stop there. The second part of the episode features a dynamic conversation with our returning guest, Michael Lindan. Together, Jakub and Michael dive deeper into Meta's business. They shed light on the strategies, opportunities, and challenges of this tech behemoth. From its origins as a social networking service to its ambitions in building the metaverse, we discuss how Meta Platforms continues to shape and influence the digital landscape. Whether you are a seasoned investor or just starting out, this episode will equip you with a balanced view of technical and fundamental analysis, applied to one of the most influential tech companies of our time. Tune in to "Technically Fundamental" and add a new dimension to your understanding of the stock market. Remember, "bridging the gap between lines and numbers for smarter investing". Remeber also that "we strip the noise, but you make the choice": our analysis serves to educate and spark conversation, but should not be taken as financial advice. Always consult with a professional financial advisor before making investment decisions.

    1h 6min

  4. 19/05/2023 ·  Bônus

    Bonus Episode 1: More on Inpost

    In "Bonus Episode 1: More on Inpost" of the "Technically Fundamental" podcast, host Jakub Hajost digs deeper into the transformational approach Inpost SA brings to last-mile delivery - a notorious logistics problem. Inpost's Automated Parcel Machines (APMs) are causing a ripple effect in the industry, and Jakub unravels how these machines contribute to solving the challenges of last-mile delivery. He sheds light on Inpost's mission to revolutionise e-commerce logistics by providing secure, convenient, and independent package Out Of Home delivery, and the impact this could have on the future of the courier market. In the second part of the episode, Jakub delves into Inpost's Q1 2023 financial results. He conducts an analysis of their revenue, earnings, and other indicators. By dissecting these latest quarterly results, Jakub provides listeners with fresh insights into Inpost's performance and growth trajectory. Tune in to "Bonus Episode 1: More on Inpost" for a detailed breakdown of Inpost's problem-solving approach to last-mile delivery and a comprehensive review of their Q1 2023 financial performance. As always, remember: "We strip the noise, you make the choice." - This podcast is for informational purposes only and is not investment or financial advice.

    22 min

  5. 18/05/2023

    VIDEO: Onthemarket PLC - a hidden microcap SaaS gem in the UK?

    In this premiere episode of "Technically Fundamental," host Jakub Hajost is joined by guest Michael Lindan to dive deep into the inner workings of this fascinating company. Together, they unravel the story behind Onthemarket PLC, an innovative player in the UK's online property market, known for its unique features and competitive advantages within the industry. Jakub kicks off the discussion with a comprehensive technical analysis, examining moving averages, trend lines, chart formations, volume, and price action. Michael then takes the stage, sharing his insights on the company's financial health, including revenue, earnings, return on equity, return on capital employed, return on assets, price to earnings, price to sales, price to book, and other key financial indicators. Throughout their conversation, Jakub and Michael explore Onthemarket PLC's position within the industry, highlighting its growth potential, competitive landscape, and the challenges it faces. They also discuss the company's strategy, management, and vision for the future, offering a well-rounded understanding of this intriguing investment opportunity. Whether you're an experienced investor or new to the world of stock analysis, this episode provides a wealth of information to help you make more informed decisions. Tune in to gain valuable insights from two seasoned analysts, each bringing their unique perspective to the table. Remember, this podcast is for informational purposes only and should not be construed as investment or financial advice. Always consult a professional financial advisor before making any investment decisions. Join us on this exciting journey as we uncover the secrets behind Onthemarket PLC and explore the world of investing through the eyes of both technical and fundamental analysts. Don't miss this engaging and informative episode of "Technically Fundamental!" Intro and Outro by Lite Saturation https://freemusicarchive.org/music/lite-saturation/

    48 min

  6. 18/05/2023

    VIDEO: Inpost SA - disrupting the European logistics market

    In this thought-provoking episode of "Technically Fundamental," your host Jakub Hajost takes a deep dive into the world of Inpost SA, a rising star in the European logistics and e-commerce industry. Known for its innovative Automated Parcel Machines, Inpost SA is swiftly expanding its reach across Europe, making waves in the courier market. Jakub starts by examining the technical aspects of Inpost SA's performance. With a keen eye on moving averages, trend lines, and chart formations, he explores the company's price action and volume. His analysis offers listeners a comprehensive understanding of the company's potential trajectory. The episode then shifts into fundamental analysis. Jakub examines Inpost SA's financial indicators, scrutinising revenue, earnings, return on equity, and other crucial metrics. This analysis gives a balanced view of the company's financial health and future prospects. In addition to this, Jakub explores some of the risks involved in investing in Inpost SA. While it is disrupting the courier market with its unique Automated Parcel Machine model, there are still factors that potential investors must consider. Join us in this episode of "Technically Fundamental" to get a better understanding of Inpost SA, its market position, growth potential, and the risks involved. Remember, "we bridge the gap between lines and numbers for smarter investing." Please note that this podcast is for informational purposes only and is not investment or financial advice.

    31 min

  7. 11/05/2023

    Inpost SA - disrupting the European logistics market

    In this thought-provoking episode of "Technically Fundamental," your host Jakub Hajost takes a deep dive into the world of Inpost SA, a rising star in the European logistics and e-commerce industry. Known for its innovative Automated Parcel Machines, Inpost SA is swiftly expanding its reach across Europe, making waves in the courier market. Jakub starts by examining the technical aspects of Inpost SA's performance. With a keen eye on moving averages, trend lines, and chart formations, he explores the company's price action and volume. His analysis offers listeners a comprehensive understanding of the company's potential trajectory. The episode then shifts into fundamental analysis. Jakub examines Inpost SA's financial indicators, scrutinising revenue, earnings, return on equity, and other crucial metrics. This analysis gives a balanced view of the company's financial health and future prospects. In addition to this, Jakub explores some of the risks involved in investing in Inpost SA. While it is disrupting the courier market with its unique Automated Parcel Machine model, there are still factors that potential investors must consider. Join us in this episode of "Technically Fundamental" to get a better understanding of Inpost SA, its market position, growth potential, and the risks involved. Remember, "we bridge the gap between lines and numbers for smarter investing." Please note that this podcast is for informational purposes only and is not investment or financial advice.

    31 min

  8. 04/05/2023

    Onthemarket PLC - a hidden microcap SaaS gem in the UK?

    In this premiere episode of "Technically Fundamental," host Jakub Hajost is joined by guest Michael Lindan to dive deep into the inner workings of this fascinating company. Together, they unravel the story behind Onthemarket PLC, an innovative player in the UK's online property market, known for its unique features and competitive advantages within the industry. Jakub kicks off the discussion with a comprehensive technical analysis, examining moving averages, trend lines, chart formations, volume, and price action. Michael then takes the stage, sharing his insights on the company's financial health, including revenue, earnings, return on equity, return on capital employed, return on assets, price to earnings, price to sales, price to book, and other key financial indicators. Throughout their conversation, Jakub and Michael explore Onthemarket PLC's position within the industry, highlighting its growth potential, competitive landscape, and the challenges it faces. They also discuss the company's strategy, management, and vision for the future, offering a well-rounded understanding of this intriguing investment opportunity. Whether you're an experienced investor or new to the world of stock analysis, this episode provides a wealth of information to help you make more informed decisions. Tune in to gain valuable insights from two seasoned analysts, each bringing their unique perspective to the table. Remember, this podcast is for informational purposes only and should not be construed as investment or financial advice. Always consult a professional financial advisor before making any investment decisions. Join us on this exciting journey as we uncover the secrets behind Onthemarket PLC and explore the world of investing through the eyes of both technical and fundamental analysts. Don't miss this engaging and informative episode of "Technically Fundamental!" Intro and Outro by Lite Saturation https://freemusicarchive.org/music/lite-saturation/

    49 min
  • 8 episódios

Sobre

Bridging the gap between lines and numbers for smarter investing, "Technically Fundamental" is your go-to investing podcast that combines technical and fundamental analysis. Host Jakub Hajost and his guests dissect one stock per episode, delving deep into charts and financials for a comprehensive perspective. Join us for engaging, insightful conversations that enrich your investment knowledge. For informational purposes only.

Informações

  • Criado por
    Jakub Hajost
  • Anos de atividade
    2023 - 2025
  • Episódios
    8
  • Classificação
    Livre
  • Copyright
    © Jakub Hajost
  • Site do podcast
    Technically Fundamental