The Friday Roundup
A weekly digest of business and technology insights
📣 Next Business Analysis Report:
I’ve started my deep-dive on Mensch und Maschine Software SE (🇩🇪 Ticker: MUM), a leading developer and supplier of CAD/CAM, Product Data Management (PDM), and Building Information Management (BIM) solutions with approx. 75 locations all around Europe as well as in Asia and America.
Market Cap of EUR 775 Mio., and Founder Adi Drotleff holds approximately 45% of the shares (as of September 2023)
The company has demonstrated 10y and 3y revenue CAGR of 5% and 10%, respectively
EPS have shown robust growth as well, with a 10y/3y growth rate of 24% and 15%
EBITDA margin stands at approximately 14%, and 5-year ROIC and ROE are at 19% and 30%, respectively
Heathy balance sheet with long-term debt / equity of 24.2%
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Business Dep-Dives
Ennismore Funds (Investor Newsletter August 2023) on Amadeus FiRe AG (🇩🇪Ticker: AAD), a personnel services and professional training company specialising in white collar jobs across accounting, finance, office and information technology (IT)
Iggy with an update on Card Factory (🇬🇧Ticker: CARD), a retailer of greeting cards and gifts in the United Kingdom
InvestingWithWes on Ali Baba (🇨🇳 Ticker: BABA), the Chinese multinational technology company specializing in e-commerce, retail, and technology
Technology and Investing
Me, Myself and AI: What you need to know by Bank of America Institute
AI: We are only scraping the surface by Polar Capital Funds
Miscellaneous
Investing in change: 5 sectors to watch by Merrill and Bank of America Private Bank
Investing in megatrends through mission-critical ‘ingredients suppliers’ by Janus Henderson
Companies mentioned:
nVent Electric PLC (🇬🇧 Ticker: NVT), Knorr-Bremse (🇩🇪 Ticker: KBX), Advanced Drainage Systems (🇺🇸 Ticker: WMS), ASML (🇳🇱 Ticker: ASML)
PM Conversations: Is China Too Big to Ignore? by Lazard Asset Management
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.