Lemonade is a high-risk, high-reward investment with an enormous TAM and a management team with ambitions to disrupt insurance as we know it. This…
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In this short article, I summarise the good and bad from Lemonade's Q3 2021 results released to the market on the 8th November 2021.
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Lemonade has all the characteristics I look for in a secular compounder: a disruptive business model, exceptional organic growth rates, and a…
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Airtasker is a two-sided marketplace for local labour services with a capital-light business model, high inside ownership, long runway for growth, and…
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ironSource is a software business that helps mobile app developers expand, engage and monetise their user base. The current valuation is compelling and…
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Doctor Care Anywhere is a UK-based telehealth business founded in 2013 that listed on the ASX in December 2020. Shares have fallen more than 65% in the…
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Spotify has enormous growth ahead of them and is cementing their dominant leadership position with each passing day, yet shares trade at their cheapest…
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Overall, Q1 was another excellent quarter for DOC, but the market continues to show no love for the stock. The market cannot continue to ignore stellar…
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ironSource generates free cash flow, has a fortress balance sheet, and trades on an attractive valuation multiple of 3.1x forward EV/sales and 10.2x…
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In this short article, I’ve highlighted the most interesting quotes from Spotify CFO Paul Vogel's Q&A session at Morgan Stanley’s TMT Conference in…
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This article summarises my main learnings from Yen Liow’s appearance on the Capital Allocators podcast, which was one of the most informative investing…
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It’s been a volatile past 12 months but the long-term growth picture for Airtasker remains intact, despite the 60%+ fall in share price.
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