The Friday Roundup - Week 43/2025
A curated list of reads I found insightful this week.
Deep-Dives
1 Main Capital Partners on Radiant Logistics (🇺🇸 Ticker: RLGT), a third-party logistics (3PL) provider specializing in global transportation, freight forwarding, and supply chain management.
Hidden Market Gems on Hoshizaki Corporation (🇯🇵 Ticker: 6465), a developer of commercial kitchen equipment products, including ice makers, dishwashers, refrigeration, and food service solutions
HatedMoats on Novo Nordisk (🇩🇰 Ticker: NVO:NYSE), one of the world’s leading pharmaceutical and biotechnology companies
Want more? Visit RhinoInvestory.com for hundreds of curated investor resources, from stock deep-dives to podcasts, and more.
Technology and Investing
A Trend Following Deep Dive: AI, Agents and Trend by MAN Group
How JP Morgan Built An AI Agent for Investment Research with LangGraph by LangChain
Misc
Baillie Gifford: Where obsession meets opportunity: Japan’s ‘overlooked’ small caps
Companies mentioned: Seria Co $2782, LITALICO Inc $7366.T,
Weathernews $4825, Soracom $147A
Global Cement Industry by Gabelli Funds
Companies mentioned: Amrize $AMRZ, CRH Plc $CRH,
Eagle Materials $EXP, Heidelberg Materials $HEI, Holcim $HOLN
Emerging market equities: CapEx, chips, and a charging China by aberdeen investments
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.