The Friday Roundup - Week 12/2024
A weekly digest of business and technology insights
🔈 Next Deep-Dive:
Surgical Science (🇸🇪 Ticker: SUS)
Based on the latest Twitter/X poll results and some feedback from the Reddit community in r/Aktien, my next deep-dive will be on one of the most promising businesses within the medical software market.
World leading provider of medical simulation training and software solutions
Rev and EPS CAGR (5Y) of 68% and 89%
5y avg. ROCE of 5% & FCF-Margin of 25%
Trading around 50% below its all-time high in 2023
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Business Deep-Dives
Value and Opportunity on Amadeus Fire AG (🇩🇪 Ticker: AAD), one of the leading human resources service providers in Germany
Spruce Point Capital Management on Zillow Group (🇺🇸 Ticker: Z), a leading online marketplace for real estate, featuring both websites and mobile applications
Value Investigator on HelloFresh SE (🇩🇪 Ticker: HFG), one of the most popular meal kit delivery services
Technology and Investing
The Big Picture: AI Diary of a Quant by Man Group
Miscellaneous
Quality Down the Cap Spectrum by Jensen Investment Management
Matthews Asia: India - The structural growth story and the long-term investment opportunity
Building back: the great US infrastructure opportunity by Baillie Gifford
Chart of the Week
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.