We begin with Trustpilot (TRST), whose shares shot up 10 per cent in the past five days. Its software as a service (SaaS) is AI-enabled but should it be seen as a marketing or tech business? Jennifer Johnson runs through the long-term prospects inventors need to consider.
Dave Baxter joins to chat about the 2024 edition of the IC’s Top 50 Funds list. He unpacks how it is constructed, why it’s tilted more towards investment trusts this year, and profiles some of the names that make the cut.
Last up, we touch on engineer Reinshaw (RSW). While some other semiconductor suppliers have thrived, the company’s past few years have been rough. But do its latest figures point to a stronger narrative? Mark Robinson and Julian Hofmann discuss its future revenues and valuation.
Timestamps
1:13 Trustpilot
13:16 Top 50 Funds
23:11 Reinshaw
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