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Cybersecurity Investing: Why Today’s Winners Can Quickly Become Obsolete
Cybersecurity has become one of the most critical areas of technology, but it is also one of the most challenging sectors for investors to navigate. In this episode of Silicon Valley Bite Size, Cherry Reynard sits down with Mike Seidenberg, lead manager of Allianz Technology Trust, to explore why success in cybersecurity can be surprisingly short-lived.
Mike explains how constantly evolving cyber threats can quickly render once-dominant products obsolete, why identifying the right security architecture at the right time is crucial, and how innovative companies such as CrowdStrike have disrupted established players by rethinking how threats are detected and managed....
The Brunner Investment Trust: Is following the crowd the biggest investment risk?
In investing, risk is often measured against a benchmark or by day-to-day market volatility. But is that really what matters most?
In this episode of Connected Investor, Brunner Investment Trust’s Julian Bishop and James Ashworth challenge conventional thinking about risk, arguing that the greatest danger isn’t underperforming an index… it’s the permanent loss of capital.
They explore the difference between relative and absolute risk, why increasingly concentrated markets can leave investors more exposed than they realise, and how independent thinking, diversification and focusing on different businesses can help build more resilient portfolios. Along the way, they discuss AI-driven market concentration, lessons...
Catching share price re-ratings early with Ed Croft, CEO of Stockopedia
The UK Investor Magazine was delighted to welcome Ed Croft, CEO of Stockopedia, back to the podcast to delve into Stockopedia's rules-based investing indicators and how investors can gain an edge on share price re-ratings.
In this episode, he discusses new research into a pattern he had traded on instinct for years: what happens when a company’s quality score jumps sharply upward.
Register for the webinar here.
The conversation covers:
What a StockRank is: how Stockopedia scores every company on the market out of 100 based on how good, how cheap and how improving the business is, and why the top-ranked shares...
Expanding upstream e-waste recycling and building a critical minerals strategic inventory with Majestic Corporation
The UK Investor Magazine is joined by Krystal Lai, Head of Communications at Majestic Corporation (AQSE:MCJ/OTCQB:MCJCF), to discuss the company's recent results and the outlook for the year ahead.
Krystal runs through the highlights of Majestic's latest results, explaining the reasons behind the revenue dip and the drivers of notably higher profits and improved margins.
The conversation explores where Majestic sees opportunity and the structural factors supporting growth, including AI, supply chain security and electrification. Krystal also discusses the metals that make up the company's strategic inventory and whether Majestic takes an investment view on certain metals.
We hear about the processes...