Weekly dispatches

MarketReader is a new tool designed to understand markets in real time. Its founder, Jens Nordvig, wants it to be available to millions of investors.

New York-based portfolio manager Isaac Schwartz is passionate about global, unconstrained, and value-focused investing. What can we learn from him?

Allfunds is one of Europe’s hidden technology champions. A lucrative bid is probably just a matter of time.

Ørsted, the Danish market leader for offshore wind farms, has suffered a serious fall from grace. Will it turn around?

Online fashion retailer ASOS is struggling financially, but its 23m active customers are a valuable asset. Two billionaires and a hedge fund are vying for control.

What made the CEO of American software firm Asana carry out USD 1bn+ of insider buying?

Down 70% from its 2021 high, the stock of fintech company Block could soon start to recover.

Will Big Technologies follow defence stocks as another non-consensus investment about to boom?

SJM Holdings was ground to a pulp by Macau’s ten-year bear market. Can it ever return to its former glory?

AppFolio aims to be the operating system for property managers. Another “capital light” way to get exposure to real estate?

A new bi-continental event for the misfits and iconoclasts of the investment industry. Plus a free manual with fresh investment ideas.

Saudi Arabia has been largely off-limits to foreign investors, but that is changing rapidly. Its stock exchange, Tadawul, stands to benefit.