The Friday Roundup - Week 32/2025
A bi-weekly digest of business and technology insights
Deep-Dives
Pzena Investment Management on Advance Auto Parts (🇺🇸 Ticker: AAP), the third largest auto parts retailer in US
Sohra Peak Capital Partners on Dadelo S.A (🇵🇱 Ticker: DAD), an omni-channel bicycle retailer in Poland
Pelican Bay Capital Management on Brown-Forman Company (🇺🇸 Ticker: BF.B), one of the largest wine and spirits producers in the world with over 150 years of history
Technology and Investing
University of St.Gallen Research: Be careful! Financial advice from AI comes with risks
How JP Morgan Built An AI Agent for Investment Research with LangGraph by LangChain
(🎧) The Tech Talks Daily: Inside the AI-Powered Hedge Fund: Man Group’s Data-Driven Future
Misc
(🎧) AI and I: The $10B Hedge Fund CEO Who’s Betting Big on AI
The Wisdom of Buying Absurdly Expensive Stocks (Or Not!) by Man Group
Googling Earnings Quality by Smead Capital
Chart of the Week
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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.