The Friday Roundup - Week 30&32/2024
A weekly digest of business and technology insights
I’m finalizing my deep-dive on Jungfraubahn Holding (🇨🇭Ticker: JNF) and will share the report soon. Stay tuned, and subscribe now to don’t miss that one😉
Business Deep-Dives
Tech Investments on Tokyo Electron (🇯🇵 Ticker: 8035 ), a leading player in the manufacturing of innovative semiconductor production equipment
Sink or Swim Research on Keyence Corporation (🇯🇵 Ticker: 6861), a market leading equipment company in industrial automation
RhinoInsight on Shoei Co. (🇯🇵 Ticker: 7839), global leader of premium motorcycle helmets
Technology and Investing
Car-GPT: Could LLMs finally make self-driving cars happen? by The Gradient
Tutorial: Using LLMs to get accurate data from earnings calls with Llama 3.1 and Lamini by lamini.ai
JPMorgan pitches in-house chatbot as AI-based research analyst by FT
Miscellaneous
Compelling Valuations in Japan by Hennessy Funds
Japan Value in 2024 - 5 Reasons to Remain Optimistic by Man Institute
The Hitachi blueprint: corporate restructuring in Japan by Jupiter Asset Management
Chart of the Week
I hope you discovered some interesting 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.