The Friday Roundup - Week 4/2024
A weekly digest of business and technology insights
Business Dep-Dives
One-Foot Bars on Laurent-Perrier (🇫🇷 Ticker: LPE), one of Champagne’s leading houses with over 200 years history
Rowan Street on Adyen (🇳🇱 Ticker: ADYEY), a financial technology company with an all-in-one platform, which offers end-to-end payment services to big enterprises and SMBs through partnerships
Ensemble Capital Management on Netflix (🇺🇸 Ticker: NFLX), the world’s leading streaming company
Technology and Investing
Insights and Limitations in Stock Price Prediction Using LLMs by RavenPack
Miscellaneous
The long view: using unorthodox signals to spot the next big thing by Baillie Gifford
Investors and the new era for geopolitics by Janus Henderson
GAMCO’s 2023 Annual Letter
Chart of the Week
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