📣 Next Business Deep-Dive:
After a recent Twitter poll, my next deep-dive analysis will focus on Knorr-Bremse (🇩🇪 Ticker: KBX), a global industry heavyweight in braking systems.
Market Cap of EUR 9 Billion and 59% majority owernship by the Estate of Heinz Hermann Thiele (as of November 2023)
Knorr-Bremse excels in manufacturing braking systems and solutions, including pneumatic, hydraulic, and electronic components for rail and commercial vehicles
With operations spanning over 30 countries, the company enjoys a vast international presence, serving customers worldwide
Stay tuned and subscribe now to ensure you never miss the latest insights and analysis! Also, don’t miss the Black Friday Sale👇
Business Dep-Dives
Kairos Research on Autodesk (🇺🇸 Ticker: ADSK), a leading provider of 2D and 3D design software
Mr Market Miscalculates on Corporación Financiera Alba (🇪🇸 Ticker: ALB), an investment company and part of the March Group, one of the key family-controlled business and financial groups in Spain
Valencian Bat Capital on Investors Title Company (🇺🇸 Ticker: ITIC), a North Carolina based provider of title insurance and closing services
Technology and Investing
Discussion about Generative AI with research professors along with practitioners from across MAN Group
AI and the future of everything: a long-term perspective by Baillie Gifford
Miscellaneous
Investors’ Chronicle Interviews: UK equity manager Nick Train
Downing: Why it's a great time to be stock picking in Europe
Companies mentioned:
Worldline (🇫🇷 $WLN), Teleperformance (🇫🇷 $TEP), Kering (🇫🇷 $KER), Munters (🇸🇪 $MTRS)
Fairlight Asset Management: Family Matters in European Investing
Companies mentioned:
Bechtle (🇩🇪 $BC8), Interpump (🇮🇹 $IP)
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.
Look forward to your Knorr-Bremse deep dive, Brembo is also a strong player in braking systems that worth researching!
Founded in 1961, manufactures brake discs and calipers for automobiles and motorcycles. The company produces brake systems under its own brand and for commercial vehicle manufacturers worldwide. The company also manufactures master cylinders and lightweight alloy wheels.
https://www.sleepwellinvestments.com/p/20-sleep-well-businesses-you-have