The Friday Roundup - Week 8/2024
A weekly digest of business and technology insights
🔈 Update: Next Deep-Dive Report will be on NIBE Industries
Based on the latest Twitter/X poll results and some feedback from the Reddit community in r/Aktien, my next deep-dive will be on
NIBE Industries (🇸🇪 Ticker: NIBE)
- Global leader in sustainable energy solutions
- Rev and EPS CAGR (5Y) of 15% and 18%
- ROCE(5Y) of 12.8% and solid balance sheet with Debt/Equity of 0.71
- Dividend yield of 1% with a 25% payout ratio
- Trading over 50% below its all-time high in 21/22
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Business Deep-Dives
Secret Sauce Investing on Hershey Company (🇺🇸 Ticker: HSY), one of the world largest chocolate manufacturer
Raging Bull Investments on Cipher Pharmaceuticals (🇺🇸 Ticker: CPH), a specialty pharmaceutical company with a portfolio of commercial and early to late-stage products
The Superinvestors of Augustusville on Delek US Holdings (🇺🇸 Ticker: DK), a downstream energy company with assets in petroleum refining, logistics, convenience stores, asphalt, and renewables
Technology and Investing
Practical NLP Use Cases: Revolutionizing Industries with Natural Language Processing by EMB
Miscellaneous
Energy Sector 2023 Review and 2024 Outlook by Gabelli Funds
Fairlight Asset Management: 2023 in Review
All aboard the growth train by Baillie Gifford
Chart of the Week
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.