The Friday Roundup
A weekly digest of business and technology insights
Business Deep-Dives
Fairlight Asset Management on Scout24 ( 🇩🇪 Ticker: G24), one of the leading digital companies operating in online residential and commercial real estate business
Greenhaven Road Capital on Burford Capital ( 🇺🇲 Ticker: BUR), the leading global finance and asset management firm focused on law
Blue Tower Asset Management on Charles Schwab ( 🇺🇲 Ticker: SCHW), the largest publicly traded brokerage business in the United States
Technology and Investing
Democratizing Internet-scale financial data with FinGPT: Open-Source Financial Large Language Models, an alternative to BloombergGPT (which has privileged data access and APIs)
GPT-4 for Financial Ratios: a comprehensive video tutorial and walkthrough by MLQ.ai
Miscellaneous
Market Snapshot June 2023 by Liz Ann Sonders, narrowing markets and the dominance of small handful of stocks in S&P500 & NASDAQ100
In-depth analysis of the orthopedics market (size of the market >$50bn in 2022) by Jennie Tsai from Gabelli Fund
In a recent episode of the podcast Masters in Business, Maria Vassalou (from Goldman Sachs Asset Management) delves into the Small-Cap Effect and provides some valuable insights from her work as an academic and a global macro hedge fund manager
Disclaimer: This publication and its authors are not licensed investment professionals. The information provided in this publication is for educational purposes only and should not be construed as investment advice. We do not make any recommendations regarding the suitability of particular investments. Before making any investment decision, it is important to do your own research. RhinoInsight assume no liability for any investment decisions made based on the information provided in this newsletter.