Investrix and Numerius

A Gallic merchant walks into a Roman tavern with a stock tip. A Roman accountant reaches for his spectacles.Every week, Investrix and Numerius — one optimist, one skeptic, both armed with real SEC filings and market data — debate a single publicly traded company over amphorae of Falernian wine.The setting is ancient Rome. The analysis is modern. The arguments are genuine.Investrix pitches growth stories with the passion of a man whose last grain cargo arrived mostly sand. Numerius dismantles them with bear-base-bull valuations and the patience of a man with five mouths to feed and exact

Investrix and Numerius is a business podcast hosted by Unknown Host, with 13 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts Investrix and Numerius, a business show with 13 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #13

  Disney (DIS): When Free Cash Flow Falls From $10.1B to $3.75B in One Year

  May 13, 202618 minS1

  <p>Investrix presents The Walt Disney Company (DIS) as an Empire of Joy — Circi Maximi spread across the world. He defends a Base case of $143/share against the current $108, citing a DTC operating-income swing from near-zero to $1.3 billion in a single year, ROIC tripling from 4.5% to 12.1% in two years, and 710 basis points of operating-margin expansion in four. The cruise fleet is doubling to twelve ships by 2031 — a capital barrier compounding for a decade.</p><p><br>Numerius has concerns. Reported EPS of $6.85 hides a $3.3B Hulu tax benefit; the clean number is $5.93. His owner-earnings DCF lands at $80.60 at 8.25% cost of capi...

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  Episode #12

  Boeing (BA): When Your Brother Tells You the Hull Has Finger-Width Gaps

  May 8, 202617 minS1

  <p>Investrix presents Boeing (BA) as the comeback story of the decade. Boeingus catapult-house is back: $682 billion in backlog, 600 fuselages delivered last year against 348 the year before, the Spirit AeroSystems wound closed for $4.7 billion in December, the F-47 contract worth more than $20 billion to start, and a Qatar order of roughly $96 billion signed in Doha. </p><p>Gross margin has gone from negative three percent in the trough to 4.8 percent — red to black on the line that matters.<br>Numerius has concerns. The reported $2.48 per share is divestiture-aided, propped up by a $9.5 billion Digital Aviation Solutions sale, while cash burn re...

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  Episode #11

  United Health (UNH): Is This Tax-Farming With Scrubs On?

  Apr 22, 202617 minS1

  <p>Investrix presents UnitedHealth Group (UNH): fifty million members, $447 billion in revenue, $188 billion of pharmacy spend through one purchaser. A former CEO came back from retirement at seventy-three on a $1 salary and bought $25 million of his own stock on his first week in. The alignment signal is, Investrix argues, the clearest he has ever seen.</p><p><br />Numerius has concerns. Return on capital has halved in three years — from 15% to 8.5%. The guild dropped 1.2 to 1.3 million members from the Medicare rolls to make the math work. And 60% of every denarius collected comes through the Senate's pen — the same pen now hold...

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  Episode #10

  WD-40 (WDFC): When Your Entry Price Is $135 and the Stock Is Already $206

  Apr 7, 202616 minS1

  <p>The two discuss WD-40 Company (WDFC) as the ultimate invisible franchise — a single formula generating $478 million in annual revenue with a 25% return on invested capital and a trade secret that has held for seventy years without a patent. He calls it The Forty-Formula Tincture, and he believes the moat is real.</p><p><br>The stock trades at $206 against his base-case valuation of $125 per share. Free cash flow fell from $91.5 million to $83.4 million while revenue grew. One formula accounts for 77% of all revenue — one failure of containment and the moat is gone permanently, not reduced.</p><p><br>In a Ro...

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  Episode #9

  Nike (NKE) Declared 'Win Now.' Numerius Has Seen That Stage Play Before.

  Mar 28, 202617 minS1

  <p>Investrix presents Nike (NKE) as the world's largest athletic outfitter. Forty-six billion in annual revenues, one hundred and ninety brand jurisdictions, and a stock near a four-year low. With wholesale channel growth of seven and eight percent in consecutive quarters and a thirty-two-year veteran as the new chief executive, he sees a self-inflicted wound in active repair. At a normalised earnings recovery toward four dollars per share, the current price implies thirteen times earnings for the world's dominant athletic brand.</p><p><br />Numerius has concerns. Gross margin has fallen from forty-six to forty point six percent over four...

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