Kevin Smith

Under Attack, Fair Isaac Defends Its Monopoly

A monopoly position is an investor's dream. Until it isn't any more.

September 15, 2026 at 02:22 pm

Belron, the Owner of Carglass and Safelite, readies its IPO

Controlled by Belgian conglomerate D'Ieteren, the windshield repair specialist, which, amongst other things, owns the well-known franchises Carglass, Autoglass and Safelite, is considering an IPO that would value it at EUR30bn.

September 14, 2026 at 10:30 am

The Baldwin Group buyout could reignite momentum in the insurance brokerage sector

A consortium of investors led by Michael Dell's family office plans to take over insurance brokerage specialist The Baldwin Group.

September 14, 2026 at 09:24 am

Brutal Valuation Reset for Fidelity National Information Services

The provider of payments, core banking and compliance services has, for decades, handled the plumbing of the North American banking sector, operating in a near-oligopoly alongside rivals Fiserv and Jack Henry.

September 11, 2026 at 10:42 am

From a hunter, Uber becomes the hunted

Once the "chief disruptor" of the traditional economy, to the point that its name was rightly used to describe the phenomenon of uberization, Uber has suddenly shifted from predator to prey.

September 11, 2026 at 08:53 am

Visa partners with IFC to expand access to digital payments in emerging markets

September 11, 2026 at 07:54 am

Luckin Coffee brings Abu Dhabi's sovereign wealth fund into its shareholder base

This $1 billion transaction is, of course, a footnote at Mubadala's scale, which has nearly $400 billion in assets under management, although it fits a broader push into the world's second-largest consumer market, after an earlier investment in Shein, which was just recently listed.

September 10, 2026 at 02:34 pm

Uber Eats and Wakefern Food partner to offer grocery delivery in northeastern US

September 09, 2026 at 02:57 pm

Nordex Riding the Wind Again

The German onshore wind turbine maker is back in favor on the stock market, in analysts' good books once again.

September 09, 2026 at 10:10 am

Indestructible, Inditex thrives in what is otherwise a harsh environment

The Spanish apparel group, parent company of Zara, Pull&Bear, Bershka and Massimo Dutti, amongst others, published its interim results this morning.

September 09, 2026 at 08:58 am

Brown-Forman Still Trading at Valuation Multiples Not Seen Since the Subprime Crisis

No rebound, although operations have partly stabilized for the American spirits group that owns the Jack Daniel's franchise, which published its Q1 results last week.

September 08, 2026 at 12:59 pm

SigmaRoc further strengthens its position in a strategic industry

The London-listed lime producer reported its interim results yesterday.

September 08, 2026 at 09:09 am

Based on fundamentals, there's nothing mysterious behind the slump in EssilorLuxottica's share price

Is EssilorLuxottica's harsh stockmarket setback over the past ten months linked to the Florentine drama playing out behind the scenes for control of the group?

September 07, 2026 at 01:13 pm

Australia's Arafura Rare Earths is testing shareholder patience

The powerful resurgence of investor interest in the mining sector has yet to lift Australian rare earths specialist Arafura.

September 07, 2026 at 10:09 am

Fifteen Years at Apple's Helm: Taking Stock of Tim Cook's Tenure

Tim Cook's fifteen-year tenure at the head of Apple has been, in every respect, a genuine success.

September 07, 2026 at 08:05 am

Last lap for Exmar, ahead of a probable forthcoming delisting

As a company that is over 200 years old, the Belgian shipowner specializing in gas shipping and floating regasification infrastructure recently posted strong interim results.

September 04, 2026 at 01:28 pm

Measured Progress, but Real Gains at Victoria's Secret

Victoria's Secret has just posted solid H1 results, although that has not stopped the market from greeting them with caution.

September 03, 2026 at 03:41 pm

Uber: Jefferies still a buyer after layoffs announced

September 03, 2026 at 02:26 pm

KKR strengthens its global platform within its Credit & Markets business

September 02, 2026 at 03:01 pm

Momentum Still Running Strong for Vita Coco

For now, the coconut water pioneer on store shelves keeps proving critics wrong and defying gloomy forecasts.

September 02, 2026 at 11:06 am

Can Peloton pull off a comeback?

The fashionable-brand sector is ruthless, as Deckers and Shein shareholders are painfully learning right now.

September 02, 2026 at 09:45 am