The Friday Roundup
A weekly digest of business and technology insights
Business Deep-Dives
RhinoInsight on Shoei Co. (🇯🇵 Ticker: 7839), the global leader of premium motorcycle helmets
Analyzing Good Businesses on Ametek (🇺🇸 Ticker: AME), a leading global provider of industrial technology solutions
JustValue on Gypsum Management & Supply (🇺🇸 Ticker: GMS), a leading North American-based supplier of building materials
Technology and Investing
A Sustainable Future: Prof. Anton Korinek (University of Virginia) on AI’s Power to Reshape Labour Productivity and Inequality by MAN Group
Miscellaneous
Horizon Kinetic’s Q2 2023 Portfolio Update: Michael Murray’s (CEO) take on bubbles, declining capital investments of the Tech-Giants and more
Howard Marks talk at INSEAD's Investment Management Club (IMC)
SAGA Partners Investor Letter - H1 2023: Surfing vs. Mean Reversion, Power Laws of Big Waves and more
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.