My Brain Food This Week...
RMB's suss deal, Reddit licenses its content to Google, and I wrote about investing in the market supplier when industries are still at their early stages
Story of the week:
If You're Unsure, Buy the Market Supplier
(Mansa Sithole)
Key takeaways:
Investing in Market Suppliers: Stan Druckenmiller's success with NVIDIA stock highlights the advantage of investing in market suppliers rather than trying to pick individual winners in emerging industries. NVIDIA's dominant position in supplying chips for AI computing underscores the potential for significant returns by backing the infrastructure providers.
Electrification Trend: With the inevitable shift toward electric vehicles (EVs), identifying and investing in companies that supply essential materials like rare earth minerals, lithium, nickel, and cobalt presents a promising investment opportunity. MP Materials, as a significant rare earth minerals producer outside of China, stands out as a beneficiary of the growing demand for EV components.
Opportunities in Battery Metals: The surge in demand for battery metals, as indicated by the significant increase in the value of lithium, nickel, and cobalt, underscores the potential for investment in companies like the Albemarle Corporation, Norilsk Nickel, Vale, and Glencore. These companies are key players in supplying essential materials for EV batteries, positioning them for potential growth in the electrification trend.
🤔 What do you think about electrification, who will be the winners in this space?
Let me know in the comments!
💎 Africa
Stitch introduced a WhatsApp payment bot, servicing SMEs - which will mean you’ll no longer have to juggle multiple apps when dealing with SMEs via WhatsApp
RMB Investment and Advisory sold the Mall of the South to Redefine, through interesting deal terms
🌎 Global
Intuitive Machines landed the first U.S spacecraft on the moon since 1972. This achievement reflects a renewed global interest in lunar exploration, with nations like India and Japan also making significant strides in this domain.
Reddit struck an AI content licensing deal with Google, to help Google train and differentiate its AI models
Other reading:
Japan Bets $67 Billion to Become a Global Chip Powerhouse Once Again
How the Big Airlines Beat the Budget Guys at Their Own Game
Warren Buffett’s Berkshire Hathaway Trims Its Massive Stake in Apple
🚀 Podcasts & Video
🤔 What did you think of the story of the week, or any other piece of content? Let me know in the comments!