An Aussie small cap providing mission critical software
This is a company that we followed for a long time, in fact we met with the management team five times over two and a half years before investing.
2 red flags growth investors should watch
Joe discusses the red flags he’s wary of during this point of the market cycle.
Beware the Chinese slowdown
Whilst we are business-focused investors who do not spend a whole lot of time on macroeconomics, it would be remiss of us to not acknowledge the slowdown facing the Chinese economy.
Australian technology: a minefield with some diamonds
Joe Magyer shares his views on the technology sector in Australia.
A high-quality growth stock with a very long runway
The recent correction in high growth names provided us with an opportunity to establish a starter position in what we believe is a high-quality business with a very long growth runway.
