The Friday Roundup

A weekly digest of business and technology insights

Business Dep-Dives

• As Alibaba (🇨🇳 Ticker: BABA), the e-commerce giant from China, is one of the most discussed FinX stocks, I'd like to share one of the comprehensive business deep dives and my favourite by Junto Investments

• Modern Investing on Sibanye Stillwater (🇿🇦 Ticker: SBSW), a multinational mining and metals processing group, and the world's largest primary producer of platinum, second largest primary producer of palladium and third largest producer of gold

• KB Securities Co. on FPT Corporation (🇻🇳 Ticker: FPT), a globally leading technology and IT services provider headquartered in Vietnam

Technology and Investing

• Macro implications of the AI revolution: is the market right? by Wellington Management

• Canadian National Railway: Why Artificial Intelligence Is Revolutionizing Freight by Jensen Investment

Miscellaneous

• Rising Japan: an evolving opportunity by Baillie Gifford

  • Companies mentioned:
    Murata ($6981), Nidec ($6594), Rohm ($6963), Rakuten ($4755), SBI Holdings ($8473), MonotaRO ($3064), GMO Internet ($9449), Recruit Holdings ($6098), CyberAgent ($4751), SHIFT ($3697), Nihon M&A ($2127)

• Investors’ Chronicle Interviews: Small-Cap Stockpicker Rosemary Banyard

  • Companies mentioned:
    Diploma ($DPLM), Games Workshop ($GAW), Dunelm Group ($DNLM)

• Europe's Stock Markets: Challenging Misperceptions by Lazard Asset Management

Tweet of the Week

Source: Twitter/X

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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.