The Friday Roundup - Week 30/2025
A bi-weekly digest of business and technology insights
Deep-Dives
Global Alpha Capital on Kotobuki Spirits Co. (🇯🇵 Ticker: 2222), a leader in premium gift sweets in Japan
Wedgewood Partners on Zoetis (🇺🇸 Ticker: ZTS), the global leader in animal healthcare
JDP Capital Management on CATL (🇨🇳 Ticker: 300750.SZ), the biggest EV and energy storage battery manufacturer in the world
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
Why Most Investors Are Leaving AI’s Full Potential on the Table by RhinoInsight
Everything Is Awesome in Tech Investing! (#Gulp!) by MAN Group
Misc
China's Evolving Industrial Policy for AI by RAND
Korea: the new industrial revolutionary? by Platinum Asset Management
Gold: The Sparkly Asset That Never Fails to Spark Debate by Mawer Investment Management
Chart of the Week
Thank you for reading, and have a fantastic weekend ahead!
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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.