The Friday Roundup - Week 47
A weekly digest of business and technology insights
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Business Dep-Dives
Wolf of Harcourt Street on Auto Partner (🇵🇱 Ticker: APR), a a Poland-based company engaged in the auto, truck and motorcycle parts industry
Immersion Investments 3Q23 report and discussion of two holdings – Bel Fuse (🇺🇸 Ticker: BELFA/BELFB ) and Celsius (🇺🇸 Ticker: CELH)
The Modern Investing on Odfjell Technology (🇬🇧 Ticker: OTL), a leading provider of oil and gas services in the North Sea and beyond
Technology and Investing
Beyond tech: Navigating AI’s broader impact by Janus Henderson Investors
Investment in Asia: Opportunities in the Global AI Supply Chain by Berenberg
Miscellaneous
Smead Capital Management: Thankful For James Chanos
Edinburgh Worldwide Investment Trust: a view from the frontier by Baillie Gifford
Companies mentioned:
Blackline (🇺🇸 $BL), Appian (🇺🇸 $APPN), Axon Enterprise (🇺🇸 $AXON), MarketAxess (🇺🇸 $MKTX), Orcado (🇬🇧 $OCDO ), Schrödinger (🇺🇸 $SDGR )
Janus Henderson Investors: Why didn’t WeWork?
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.