Theodora Lee Joseph

United Kingdom

Analyst at Finimize

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Articles

CATL is ready to list on the HongKong index

2 days ago | finimize.com | Theodora Lee Joseph

What’s going on here? CATL looks set to host the world’s biggest initial public offering (IPO) this year – but not everyone’s invited to celebrate the occasion. What does this mean? Chinese firm CATL – the world’s biggest EV battery maker – wants to raise between $4 billion and $5.3 billion by listing on the Hong Kong stock market this year. That higher figure includes the use of a “greenshoe”, a common IPO mechanism that lets underwriters sell more shares than planned if there’s enough demand.
Why ‘scuttlebutt’ investing still gives you an edge in 2025

5 days ago | finimize.com | Theodora Lee Joseph

Every so often, an old idea finds new relevance. And that, my friend, is what should happen with scuttlebutt. See, long before online algorithms scraped regulatory filings or fund managers trawled alt-data, there were investors like Philip Fisher, walking factory floors and chatting to anyone with a free minute. Fisher popularized the practice in his classic book Common Stocks and Uncommon Profits, borrowing its salty name from the word sailors used for water-cooler gossip (yep: scuttlebutt).
Berkshire Hathaway's Warren Buffett announced his retirement

1 week ago | finimize.com | Theodora Lee Joseph

What’s going on here? Warren Buffett – one of the most successful investors of all time – announced on Saturday that he’ll step down as Berkshire Hathaway’s CEO after an exemplary six-decade run. What does this mean? Buffett’s retirement will end a remarkable era: sixty years of market-beating returns, gutsy dealmaking (including billion-dollar bets during financial crises), and plain-spoken wisdom.
The World Health Organization will greenlight obesity drugs, a move that could shrink prices even faster than waistlines

1 week ago | finimize.com | Theodora Lee Joseph

What’s going on here? The World Health Organization (WHO) will endorse GLP-1 weight-loss drugs to treat adult obesity – problem is, popularity doesn't always mean more profit. What does this mean? The WHO’s approval would mean more than a pat on the back for drugmakers. The organization could move GLP-1s onto its “essential medicines” list, a status that has historically made drugs cheaper and easier to access from around the world.
Politics are moving markets, and investors can’t afford to look away

1 week ago | finimize.com | Theodora Lee Joseph

These days, politics are everywhere. They’re seeping into your social media feeds, flaring up in your group chats, and – increasingly – lurking in your portfolio. While you’re busy tracking economic data and company earnings, markets are obsessively watching election polls and tariff announcements. See, political drama isn’t some sideshow now – it’s a central plotline that helps determine how companies are valued and how stocks move.
Apple and Amazon beat expectations, but it wasn't all good news

1 week ago | finimize.com | Theodora Lee Joseph

about 4 hours ago • 2 minsGet smarter in 3 minutes a dayJoin the newsletter that everyone in finance secretly reads. 1M+ subscribers, 100% free. What’s going on here? Apple and Amazon posted sturdier-than-expected results on Thursday, but with cautious forecasts that suggest they’re feeling the ground shift. What does this mean? Apple and Amazon both beat expectations on revenue and profit, even with tariff worries putting everyone on edge.
Major companies have pulled their outlooks for the year

2 weeks ago | finimize.com | Theodora Lee Joseph

What’s going on here? Major US and European companies invoked the takesie-backsies rule on their annual forecasts, wary of giving investors the wrong idea. What does this mean? Tariffs aren’t just making imports more expensive: they’re holding up entire supply chains as producers sit tight or change shipping routes. That’s making it practically impossible for companies to predict their costs, plan for deliveries, and forecast demand from cost-conscious consumers.
How to invest in the Great Wealth Transfer

2 weeks ago | finimize.com | Theodora Lee Joseph

Inheritance is tricky – it’s personal, sensitive, and almost never discussed openly. But the Great Wealth Transfer is coming whether we talk about it or not, and it’s too important for investors like you and me to ignore. Over the next decade, tens of trillions of dollars will flow from older generations into younger hands, reshaping markets and rewriting the rules of investing.
Trump is talking about cutting income taxes

2 weeks ago | finimize.com | Theodora Lee Joseph

What’s going on here? The money made from tariffs could pay for income tax cuts for millions of Americans, according to the US president – but the math ain’t mathing. What does this mean? The US president believes tariffs can help even out international trade imbalances and encourage foreign companies to move more production stateside. The (theoretical) cherry on top: he wants to use the money made from those fees to cut – or even eliminate – income taxes for Americans earning under $200,000.
The Smart Way That UK Investors Can Go Global - While Dodging The Tax Sting - With Saxo

3 weeks ago | finimize.com | Theodora Lee Joseph

Investing in the stock market can be very rewarding, literally. If you’d put £10,000 in the S&P 500 twenty years ago, it would have grown to around £70,000 by now – or even more if you didn’t hedge against currency fluctuations. Impressive, right? But there’s one big catch: taxes. When you invest outside an ISA (individual savings account), you’re at the mercy of capital gains and dividend taxes. Here’s how they chip away at your returns.