The Friday Roundup - Week 14/2024
A weekly digest of business and technology insights
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Business Deep-Dives
Rijnberk InvestInsights on Lululemon Athletica (🇺🇸 Ticker: LULU), a designer, and retailer of lifestyle inspired athletic apparels and accessories
Alpha Exponent on Alibaba (🇨🇳 Ticker: BABA), China’s e-commerce giant, which has been on sale for a while
Atmos Invest on Dino Polska (🇵🇱 Ticker: DNP), one of the fastest-growing Polish retailer
Technology and Investing
The Big Picture: AI and Russell Korgaonkar (CIO at Man AHL) about his learnings from 10 years of AI implementation in asset management
Miscellaneous
Investing in UK water: money down the drain? by Baillie Gifford
Europe shines even without glitter by Berenberg
Summit Series: Quality Companies by Jensen Investment Management
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.