The Friday Roundup - Week 26/2025
A bi-weekly digest of business and technology insights
🔊 RhinoInsight is back!
After some time away, I’ve decided to restart RhinoInsight on Substack. Feel free to read and save anything valuable, before it goes paid again 😉
More soon.
Deep-Dives
Pelican Bay Capital Management on Royalty Pharma (🇺🇸 Ticker: RPRX), a biopharma company with a portfolio of commercial and pre-commercial drug royalties
Fairlight Asset Management on Auto Trader (🇬🇧 Ticker: AUTO), a digital automotive marketplace based in the UK to buy and sell new and used cars
Hayden Capital on Sea Ltd (🇸🇬 Ticker: SE), a Singapore-based global digital company operating in e-commerce (Shopee), digital entertainment (Garena), and digital financial services (SeaMoney)
After a few people reached out, I reactivated RhinoInvestory, a curated directory of hundreds of links to in-depth stock research, fund managers who regularly share insights, rare interviews with legendary investors, podcasts, and more.
Some great new features are on the way, designed to help investors extract even more valuable insights. Stay tuned😉
Technology and Investing
Mining Financial Data from SEC Filings with LlamaExtract
AI Street on how to automate market analysis with ChatGPT's task scheduling
Use ChatGPT tasks to automate stock market insights and alerts by DeepCharts
Misc
Finding Compelling Japanese Small-Caps by Hennessy Funds
Uncovering Quality and Value in a Japanese Small-Cap Holding by Royce Investment Partners
Finding Technology Leaders by Gabelli Japan Research
Chart of the Week
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.