High Conviction Strategic Investments - Listed and Unlisted
Melbourne, Victoria
Joined September 2016
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All information and ideas expressed are for general information purposes only and should not be relied upon as financial / investment advice
Uncommon Capital retweeted
You don’t win by trying not to lose.
You win by taking risks, saying what you think, and working towards it even if many knee-jerk disagree—and in the end proving it right. Then you win.
Professional culture is about trying not to lose. Founder culture is about winning.
Uncommon Capital retweeted
Online events platform Delegate Connect gets $10M AUD led by AirTree tcrn.ch/3Au2LQp by @catherineshu
Fantastic read on current market valuations.
medium.com/tdm-tidbits/what-…
High speed super computing as a service has a growing addressable market, well beyond the Oil and Gas industry currently served by $DUG.
When investing in AUS companies, I typically look for: (1) Growth industry with long term runway, even if niche (2) Quality mgmt team with equity alignment (founder as major S/H is a +) (3) Global customer base (4) Proprietary competitive adv. $DUG at $1.21 ticks lots of boxes
$NTD is a BUY. T4U will be a transformational acquisition. Synergies are huge. Will become the leading independent tyre wholesaler in Australia across multiple segments - 4WD, Agri, Truck and Bus. Will take some time to integrate, but post merger opportunities are huge.
A common theme coming out of COVID: “ACCELERATION”. The restrictions have brought forward technology trends by 3-5 years. E-Commerce, online education and data consumption have a long runway ahead - 15-30 year trend.
Uncommon Capital retweeted
A company you only ever sells to 3 customers. And #3 is too hard! Learn this and you'll avoid going broke. linkedin.com/pulse/you-only-…