The Friday Roundup - Week 34/2024
A weekly digest of business and technology insights
Business Deep-Dives
VLTAVA Fund on BMW (🇩🇪 Ticker: BMW), one of the leading and well-known global auto maker from Germany
Searchin4Value on Amadeus Fire (🇩🇪 Ticker: AAD), one of the leading companies for personnel services and professional training in the German market
Sweet Stocks on Campari (🇮🇹 Ticker: CPR), a producer of spirits, wines, and non-alcoholic apéritifs
Technology and Investing
The Quant Renaissance: How Alternative Approaches Are Driving the Rebirth of Systematic Investing by Man Institute
Miscellaneous
A Pool of Opportunities in US Housing by Fairlight Asset Management
Smead Capital on the potential impact of glamour tech stocks concentration
Tech stocks and business model brilliance by Platinum Asset Management
Chart of the Week
I hope you discovered some interesting investment ideas. 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.