The Friday Roundup
A weekly digest of business and technology insights
Business Dep-Dives
Chit Chat Money on Dollar Tree (🇺🇸 Ticker: $DLTR), an American company that runs discount variety stores
L1 Capital on Santos (🇦🇺 Ticker: $STO), an ASX-listed oil and gas exploration and production company
Simon Mawhinney (Alan Gray) on Alumina Limited (🇦🇺 Ticker: AWC), an Australien holding company with a 40% shareholding in Alcoa World Alumina and Chemicals (AWAC), which carries out mining of bauxite, refining, and smelting of aluminum
Technology and Investing
AI Superpowers: Kai-Fu Lee revisits his prophetic book by Baillie Gifford
Miscellaneous
3Q23 U.S. Value Strategy Newsletter: Honesty is the Policy by Smead Capital Management
Companies mentioned: D.R. Horton ($DHI), American Express ($AMEX), U-Haul ($UHAL)
Best Anchor Stocks on the origins of alcohol and the spirit industry
Financial Times article by Terry Smith: Why I never invest in bank shares
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.