‘Disruptive’ is a cliche when it comes to new technology. But the cloud is genuinely disruptive, says David Thornton. And this small-cap company is using it to transform video editing.
Articles written by David Thornton
The Russian stock market has fallen by 14% in the last month. David Thornton looks at whether that means bargains for canny investors – or a dangerous value trap.
One of David Thornton’s investment rules of thumb is that you must be wary when a CEO goes for no obvious reason.
With Russia and its leader Vladimir Putin in the news, David Thornton, former manager of an East European investment fund, reflects on his experience of the country and the man.
The list of holdings in Neil Woodford’s new fund can teach investors a lot about how to construct a portfolio, says David Thornton.
This newly listed marketing company could be an interesting long-term prospect for investors who like frontier markets, says David Thornton.
These days, a fund manager’s job isn’t just to make money, says David Thornton. It’s increasingly to ensure that the businesses they invest in are well run.
Filling a niche role is a great way for small companies to compete in crowded markets. David Thornton looks at one British small-cap company doing just that.
When footballers break the rules, they are punished. When bankers do it, shareholders are punished. It’s time that changed, says David Thornton.
This small-cap company aims to match its clients with academics and researchers hoping to identify the next big thing. It’s one to keep a close eye on, says David Thornton.