Bull, Bear & Beyond by Edison Group

Edison Group

Discover fresh perspectives in the Bull, Bear & Beyond podcast series by Edison Group. Our longer episodes feature candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation and the opportunities shaping their markets. These discussions offer unique insight into how leaders navigate challenges, drive growth and deliver long-term value for stakeholders. Our 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit. To find out more, please visit: https://www.edisongroup.com/

  1. 211. Bull, Bear & Beyond – LightInTheBox Holding: executive interview

    1 DAY AGO ·  VIDEO

    211. Bull, Bear & Beyond – LightInTheBox Holding: executive interview

    In our interview with Suhai Ji, CFO of LightInTheBox Holding, he provides an overview of the company and explains how management’s change in strategy has led to an inflection in revenue growth and profitability. The company is now benefiting from two more positive trends following the successful launch of a number of new proprietary apparel brands and a refocusing of the legacy website to customisable and event-driven products. Regarding the proprietary brands, Suhai discusses the ambitions for future growth and how they will be scaled while managing profitability. With respect to the legacy website, he highlights how the change of focus provides a competitive edge in a highly competitive e-commerce market. ************************************************************************************** About ‘Bull, Bear & Beyond’ Bull, Bear & Beyond': features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit. About Edison: Edison is a content-led IR business. We believe quality investment content should inform all investors, not just brokers. Our mission: engage and build bigger, better-informed investor audiences for our clients. Edison covers 50+ investment trusts, read about them here: https://www.edisongroup.com/equities/investment-companies/

    13 min

  2. 1 DAY AGO ·  VIDEO

    210. Bull, Bear & Beyond – THE ICONIC: executive interview

    In our interview with Jere Calmes, CEO, we take a comprehensive look inside THE ICONIC, Global Fashion Group’s (GFG’s) platform in Australia and New Zealand, GFG’s most successful region in recent years. Jere gives an overview of THE ICONIC’s market position and competitive edge and reflects on the significant transformation he has implemented. He gives some insight on the potential effects from the wider adoption of AI and the near-term opportunities for the business. ************************************************************************************** About ‘Bull, Bear & Beyond’ Bull, Bear & Beyond': features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit. About Edison: Edison is a content-led IR business. We believe quality investment content should inform all investors, not just brokers. Our mission: engage and build bigger, better-informed investor audiences for our clients. Edison covers 50+ investment trusts, read about them here: https://www.edisongroup.com/equities/investment-companies/

    16 min
  3. 209. Bull, Bear & Beyond – Trustpilot: executive interview

    3 DAYS AGO ·  VIDEO

    209. Bull, Bear & Beyond – Trustpilot: executive interview

    In this  interview, Adrian Blair, CEO of Trustpilot, discusses the three main drivers of the company’s recent momentum: a greater focus on larger enterprise customers, continued progress in the US, which remains its fastest-growing market, and stronger demand as Trustpilot reviews become more visible in large language models, to the extent that Trustpilot was the  fifth most cited domain on  ChatGPT in January.  He emphasises the importance of trust and governance on the platform and discusses how Trustpilot is using AI to detect suspicious patterns and remove fake reviews while maintaining a clear separation between commercial decision-making and content oversight. Blair argues that open customer feedback is becoming more strategically valuable for businesses, both as a tool for operational improvement and as a way to improve visibility in AI-driven discovery. He also points to scope for further margin expansion, supported by product development efficiencies and ongoing scale benefits. Trustpilot is an open review platform that brings consumers and businesses together through customer feedback. It operates a freemium subscription model, offering paid tools that help businesses collect, analyse and showcase reviews, while supporting consumers with independent, transparent information to inform purchasing decisions. ************************************************************************************** About ‘Bull, Bear & Beyond’ Bull, Bear & Beyond': features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit. About Edison: Edison is a content-led IR business. We believe quality investment content should inform all investors, not just brokers. Our mission: engage and build bigger, better-informed investor audiences for our clients. Edison covers 50+ investment trusts, read about them here: https://www.edisongroup.com/equities/investment-companies/

    19 min
  4. 208. Bull, Bear & Beyond – Terrain Minerals: executive interview

    14 APR ·  VIDEO

    208. Bull, Bear & Beyond – Terrain Minerals: executive interview

    In this interview, Terrain Minerals executive director, Justin Virgin, discusses his hopes for the company in the light of the forthcoming announcement of drilling results at its Smokebush gold project in Western Australia and how he expects them to contribute towards a maiden JORC resource towards the middle of the year and the development of the company thereafter. Terrain’s shares are up 2.5x in the past nine months. Could there be room for more? Terrain Minerals is a Western Australia-based diversified exploration company on a mission to discover the next generation of technology-critical minerals. Its exploration strategy provides investors with early exposure to high-potential flagship projects in addition to an advancing pipeline of large-scale opportunities in key commodities critical to the global energy transition. With a diversified focus on critical and precious metals, Terrain is de-risking its portfolio through a staged, cost-effective exploration strategy across multiple projects. Its focus is on high-value commodities including gold, gallium, rare earth elements, copper and lithium – the building blocks of tomorrow’s innovations. ************************************************************************************** About ‘Bull, Bear & Beyond’ Bull, Bear & Beyond': features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit. About Edison: Edison is a content-led IR business. We believe quality investment content should inform all investors, not just brokers. Our mission: engage and build bigger, better-informed investor audiences for our clients. Edison covers 50+ investment trusts, read about them here: https://www.edisongroup.com/equities/investment-companies/

    25 min
  5. 207. Bull, Bear & Beyond – Vantage: Ninety One – why geopolitics, electrification and AI are driving a commodities supercycle

    10 APR ·  VIDEO

    207. Bull, Bear & Beyond – Vantage: Ninety One – why geopolitics, electrification and AI are driving a commodities supercycle

    With geopolitics reshaping global markets and the AI infrastructure build-out accelerating demand for power and metals, natural resources are back in sharp focus. In this Vantage interview, Neil Shah speaks with Paul Gooden, co-portfolio manager of the Ninety One Global Natural Resources Fund, a $2bn strategy that is up 21% year to date and has delivered 53% over the past 12 months. Paul explains why natural resources deserve a dedicated allocation in any portfolio, built around five core pillars: electrification, inflation protection, attractive valuations, diversification and performance. He shares how the fund has repositioned in 2026, rotating from its overweight in gold and copper into energy and fertilisers following the US-Israel strike on Iran in February. Paul also makes the case for why gold miners remain structurally attractive despite the recent pullback, and why the halo trade – investors seeking hard assets with low AI disruption risk – is a genuine and lasting regime change. Watch the full interview to understand how Paul and his team are navigating commodity markets in one of the most complex macroeconomic environments in years. ************************************************************************************** About ‘Bull, Bear & Beyond’ Bull, Bear & Beyond': features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit. About Edison: Edison is a content-led IR business. We believe quality investment content should inform all investors, not just brokers. Our mission: engage and build bigger, better-informed investor audiences for our clients. Edison covers 50+ investment trusts, read about them here: https://www.edisongroup.com/equities/investment-companies/

    18 min
  6. 206. Bull, Bear & Beyond – Calnex Solutions: executive interview

    2 APR ·  VIDEO

    206. Bull, Bear & Beyond – Calnex Solutions: executive interview

    In this interview, Tommy Cook, Calnex Solutions founder and CEO, discusses how the company's synchronisation and emulation solutions play an essential role in validating the performance of critical network infrastructure.  He highlights the product roadmap as interface speeds increase, with demand increasingly driven by AI-related data centre build-outs alongside ongoing telecom requirements and a growing defence opportunity. CFO Ashleigh Greenan describes a model led by hardware and software sales, complemented by growing support and maintenance income (shifting towards an c 80/20 split), and explains that the group’s capital allocation prioritises maintaining a strong, resilient balance sheet with surplus cash, while keeping some capacity for small, bolt-on M&A without taking on leverage.  Calnex Solutions designs, produces and markets test and measurement instrumentation and software used to validate the performance of critical network infrastructure. Its solutions support network synchronisation (timing) and network emulation testing for telecoms and cloud/data-centre environments, sold internationally to equipment vendors, service providers and other network operators. ************************************************************************************** About ‘Bull, Bear & Beyond’ Bull, Bear & Beyond': features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit. About Edison: Edison is a content-led IR business. We believe quality investment content should inform all investors, not just brokers. Our mission: engage and build bigger, better-informed investor audiences for our clients. Edison covers 50+ investment trusts, read about them here: https://www.edisongroup.com/equities/investment-companies/

    18 min
  7. 205. Bull, Bear & Beyond – Vantage: Finding value in areas overlooked by other investors

    2 APR ·  VIDEO

    205. Bull, Bear & Beyond – Vantage: Finding value in areas overlooked by other investors

    In this new Vantage interview, Edison's Neil Shah speaks with Joe Bauernfreund who manages AVI Global Trust (AGT). Bauernfreund provides an introduction to the fund and highlights the three types of investment within the portfolio: holding companies, closed-end funds and asset-backed special situations. He discusses the importance of active engagement with management teams before moving on to talk about opportunities in Japan and South Korea due to corporate culture changes. Bauernfreund also discusses the trust’s long- and short-term performance and some specific features, which provide a differentiated exposure to global equities. AGT is a global equity fund that aims to generate capital growth from a portfolio of companies that are trading at a discount to their estimated net asset values. ************************************************************************************** About ‘Bull, Bear & Beyond’ Bull, Bear & Beyond': features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit. About Edison: Edison is a content-led IR business. We believe quality investment content should inform all investors, not just brokers. Our mission: engage and build bigger, better-informed investor audiences for our clients. Edison covers 50+ investment trusts, read about them here: https://www.edisongroup.com/equities/investment-companies/

    14 min
  8. 204. Bull, Bear & Beyond – YXT.com: executive interview

    1 APR ·  VIDEO

    204. Bull, Bear & Beyond – YXT.com: executive interview

    In this video, we speak with Alan Wang, chief growth officer of YXT.com. Alan introduces YXT.com, providing a history of the company and its evolution to the current suite of four products: AI BOX, TalentNova, NeoLearning and SaleSmart. He discusses the company’s adoption of AI, starting with internal use to improve efficiency, and then outlines how AI has been integrated into its product suite. Alan describes the customer base and outlines the company’s sales strategy. He discusses the competitive environment for corporate learning and development software in China, highlighting YXT.com’s leading position in the large enterprise market. Finally, he talks through the growth strategy for each product line. YXT.com (Nasdaq: YXT) develops and markets SaaS-based intelligent productivity software, predominantly for the Chinese enterprise market, under the brand Radnova. ************************************************************************************** About ‘Bull, Bear & Beyond’ Bull, Bear & Beyond': features candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation, and the opportunities shaping their markets and 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit. About Edison: Edison is a content-led IR business. We believe quality investment content should inform all investors, not just brokers. Our mission: engage and build bigger, better-informed investor audiences for our clients. Edison covers 50+ investment trusts, read about them here: https://www.edisongroup.com/equities/investment-companies/

    18 min
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About

Discover fresh perspectives in the Bull, Bear & Beyond podcast series by Edison Group. Our longer episodes feature candid conversations with senior executives and from our own team of experts from across industries, exploring strategy, innovation and the opportunities shaping their markets. These discussions offer unique insight into how leaders navigate challenges, drive growth and deliver long-term value for stakeholders. Our 60-second pieces are a compressed summary of content designed to convey our message in a single, easily shareable hit. To find out more, please visit: https://www.edisongroup.com/

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