The Friday Roundup - Week 38/2024
A weekly digest of business and technology insights
Business Deep-Dives
Dungeon Investing on Furyu Corporation (🇯🇵 Ticker: 6238), a company which engages in the manufacture and supply of amusement game products
High Growth Investing on Twilio (🇺🇸 Ticker: TWLO), one of the leading provider of cloud communications platform as a service (CPaaS)
10bagger on Aplisens (🇵🇱 Ticker: APN), a manufacturer of high quality process instrumentation
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Technology and Investing
Economic payoff of AI is coming—but it’s not here yet by Vanguard Insights & Research
How data centers and the energy sector can sate AI’s hunger for power by McKinsey
Miscellaneous
Trip Notes: Seoul and Mumbai by Baillie Gifford
Process is key when selling beloved stocks by Fairlight Asset Management
The Road Ahead: Double, Double Toil and Trouble by Man Group
Chart of the Week
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