Archive - The Asymmetrical Edge

Jun 1 •

August 2024

Aware Inc (AWRE)

Dirt cheap software co

Aug 2, 2024 •

June 2024

Gaming Innovation Group (GIGSEK)

Fast-growing iGaming co-trading at 4x EBITDA

Jun 12, 2024 •

March 2024

Prophecy International PRO.AX

fast-growing software co trading at 1.5x ARR

Mar 14, 2024 •

February 2024

Sanara Medtech SMTI: NASDAQ

Disruptive fast-growing US healthcare company

Feb 19, 2024 •

January 2024

2023 review & 2024 opportunities

Jan 9, 2024 •

December 2023

Stealth Global Holdings (SGI.AX)

Investment Thesis

Dec 19, 2023 •

Volpara Health Technologies (VHT.AX)

Deep-dive & takeover at 50% premium

Dec 14, 2023 •

November 2023

Dropsuite (DSE.AX)

Thesis: Fast growing Cyber security company

Nov 21, 2023 •

Kip McGrath (KME.AX)

An A-grade investment???

Nov 8, 2023 •

October 2023

Connection Mobility (CXZ.AX)

SaaS company trading at 5x earnings

Oct 8, 2023 •

September 2023

Diverger (DVR.AX)

Cheap, high-yield financial services roll-up

Sep 21, 2023 •

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