The Friday Roundup

A weekly digest of business and technology insights

Business Dep-Dives

• Atmos Invest on Kaspi (🇰🇿 Ticker: KSP), a fintech business and Kazakhstan's payment systems and e-commerce leader

• Hourglass Investing on Topicus (🇨🇦 Ticker: TOI), a spin-off from Constellation Software and provider of software for healthcare, finance, education and the social domain

• Tiago Dias on Japan Lifeline (🇯🇵 Ticker: 7575), a global medical device manufacturer, mainly engaged in the import, manufacture and sale of cardiac circulators and other medical devices

Technology and Investing

• 5 research-driven insights for innovative investment strategies by RavenPack

Miscellaneous

• Baillie Gifford’s Mark Urquhart and Tim Garratt on 'Why Growth, Why Now?' and exploration of the characteristics of companies that will thrive in this new era

• The Road Ahead: Bleak House: A 2024 Outlook, of Sorts by Man Group

• Sounds of Success - Overview of the Hearing Aid Market by Gabelli Funds

  • Company Overviews:
    Demant A/S ($DEMANT), GN Store Nord A/S ($GN), Sonova Holding AG ($SOON), Amplifon SpA ($AMP)

Chart of the Week

Source: Baillie Gifford

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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.