The Friday Roundup - Week 26/2024
A weekly digest of business and technology insights
🔈 Next Deep-Dive Report: Jungfraubahn AG
Based on the latest Twitter/X poll results, my next deep-dive will be on Jungfraubahn AG (🇨🇭 Ticker: JFN) 👇
renowned operator of Jungfrau Railway, which transported over 1 million visitors to Jungfraujoch, also known as the “Top of Europe”
Rev and EPS CAGR (3Y) of 30% and 104%
Operating margin of 35% and FCF-margin of 21%
Solid balance sheet with debt/equity of 0.18
Dividend yield of 3.4% with a payout ratio of 47%
Stay tuned and subscribe now to ensure you don't miss any of the upcoming in-depth reports👇
Business Deep-Dives
Baron Funds review and outlook on Tesla (🇺🇸 Ticker: TSLA)
Altay Capital on Cover Corp (🇯🇵 Ticker: 5253), an entertainment company that produces and promotes virtual YouTubers, also known as VTubers
🎧 Montanaro on Bouvet (🇳🇴 Ticker: BOUV), a leading Scandinavian IT consulting company
Technology and Investing
Agent Ascendancy: GenAI’s Future Frontliners in Large-Scale Consumer Applications by Ron Baron Funds
🎧 Is Gen AI driving a tech comeback? by alphinity
Miscellaneous
The Road Ahead: Rock Solid? 10 Reasons To Doubt The Soft Landing by Man Group
Generational buying opportunities in Europe - why Downing Fund Managers are so excited
Identifying Recovery Catalysts in China by Matthews Asia
Chart of the Week
I hope you discovered some intriguing investment ideas. Thank you for reading, and have a fantastic weekend ahead!
You can always support my work by buying me a coffee (or two😉). Thank you🙏
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.