AIM for Growth

The growing emergence of digital platforms has seen the rise of companies such as Alphabet (Google), Uber and Deliveroo grow to global dominance. These companies are becoming ever prominent in society, highlighted by how ordinary terms have been replaced by brand equivalents such as to search the web is now ‘to Google it’ and ordering takeaway is now ‘I’ll get a Deliveroo’. These companies are disrupting the global economic market through technology-driven innovation, in which investment opportunities are rife. In this blog I look at the founding concepts of these companies through Srnicek’s work on platform capitalism and how this has presented investment opportunities within the different types of platforms.  PLATFORMS All companies mentioned are built on digital platforms, which monopolise and utilise data. For example, Google uses vast data amassed from Internet users and analyses it to produce highly segmented audiences that are more valuable to advertisers. As such, Go...

If you like the look of FTSE 100 data giant Experian then it may be worth looking in a similar sector at the AIM growth company, GB Group. Due to less coverage on the index, there is potential for the stock to achieve relatively higher levels of growth and hence deliver greater returns over the medium to longer-term for investors. WHAT THEY DO GB Group is an identity management company, with a market cap of £1.13 billion and is listed on the software and services sector of the FTSE AIM All-Share index. The company centers on the analysis of data in a variety of services such as user identification, customer on-boarding, and employee screening. GB Group has performed well for investors in the past, achieving a 120% return for investors since 2016. In this blog, I explore why I think the business is positioned to continue to provide superior returns in the long run. BIG DATA I recently spoke about the growing importance of big data in today’s society, with the ...

Big data is becoming increasingly prevalent in everyday lives. It’s influencing all aspects of life, with an increasing reliance on technology such as smartphones and the growing usage of the internet of things (IoT) such as Amazon’s smart speaker Alexa. This has caused large inflows of big data that companies can use to their advantage, presenting a variety of investment opportunities. BIG DATA INDUSTRY  According to the International Data Corporation (IDC), worldwide revenues generated from big data are forecasted to increase by 12% from 2018, reaching $189.1 billion in 2019. Furthermore, looking specifically at the software and services sector, big data market revenues are projected to rise from $42 billion in 2018 to $103 billion by 2027. Positive forecasted growth is reflected by the amount of high performing companies that populate this sector in the FTSE AIM All-Share. Geographically, the United Kingdom will become the third-largest generator of big data ana...