The Friday Roundup

A weekly digest of business and technology insights

Business Dep-Dives

• Wolf of Hartcourt Street on Evolution AB (🇸🇪 Ticker: EVO), leading B2B provider of live casino solutions to gaming operators

• Abilitato on Italmobiliare SpA (🇮🇹 Ticker: $ITM), one of the leading Italian investment holding companies (write-up only available in German)

• Under-Followed-Stocks on Lindbergh SpA (🇮🇹Ticker: $LDB), a logistic company that offers delivery, supply chain and transportation services

Technology and Investing

• Generative AI: Overview, Economic Impact, and Applications in Asset Management by Martin Luk (Man AHL)

Miscellaneous

• Conversations with Shanghai: opportunities in the A-share market by Baillie Gifford

  • Companies mentioned:
    Genki Forest (not publicly listed), Pop Mart ($9992.HK), Proya Cosmetics ($603605.SH), SG Micro ($300661.SZ), Yonyou Network Technology ($600588.SH), Sinocare ($300298.SZ), Inovance Technology ($300124.SZ), LONGi Green Energy Technology ($601012.SH)

• Energy Magicians by Bill Smead (Smead Capital Management)

• 4Q 2023 economic and market update by J.P. Morgan Asset Management

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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.