The Friday Roundup

A weekly digest of business and technology insights

📣 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)

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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.