The Friday Roundup - Week 20/2024
A weekly digest of business and technology insights
Business Deep-Dives
The Wolf of Harcourt Street’s latest update on Sea Limited (🇸🇬 Ticker: SE), one of the leading digital economy players in Southeast Asia
Best Anchor Stocks on Deere (🇺🇸 Ticker: DE), major American brand and manufacturer of farm machinery and industrial equipment
Silver Ring Partners on Phinia (🇺🇸 Ticker: PHIN), a leader in premium fuel and electrical systems (spin-off from BorgWarne in 2023)
Technology and Investing
How AI is transforming investing by BlackRock
Opportunities emerging from rising demand for AI computing power by Alphinity
Miscellaneous
Buffett and Munger Mark the End of An Era by Smead Capital
Beyond the dragon’s reach: Emerging markets ex-China by abrdn
The Hidden Volume Recession by Man Institute
Chart of the Week
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