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Lovisa
Jun 1
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Mucrama
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Lovisa
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August 2024
Aware Inc (AWRE)
Dirt cheap software co
Aug 2, 2024
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13
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Aware Inc (AWRE)
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June 2024
Gaming Innovation Group (GIGSEK)
Fast-growing iGaming co-trading at 4x EBITDA
Jun 12, 2024
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Gaming Innovation Group (GIGSEK)
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March 2024
Prophecy International PRO.AX
fast-growing software co trading at 1.5x ARR
Mar 14, 2024
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4
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Prophecy International PRO.AX
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February 2024
Sanara Medtech SMTI: NASDAQ
Disruptive fast-growing US healthcare company
Feb 19, 2024
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Sanara Medtech SMTI: NASDAQ
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January 2024
2023 review & 2024 opportunities
Jan 9, 2024
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2023 review & 2024 opportunities
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December 2023
Stealth Global Holdings (SGI.AX)
Investment Thesis
Dec 19, 2023
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Stealth Global Holdings (SGI.AX)
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Volpara Health Technologies (VHT.AX)
Deep-dive & takeover at 50% premium
Dec 14, 2023
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Volpara Health Technologies (VHT.AX)
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November 2023
Dropsuite (DSE.AX)
Thesis: Fast growing Cyber security company
Nov 21, 2023
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Dropsuite (DSE.AX)
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Kip McGrath (KME.AX)
An A-grade investment???
Nov 8, 2023
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2
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Kip McGrath (KME.AX)
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October 2023
Connection Mobility (CXZ.AX)
SaaS company trading at 5x earnings
Oct 8, 2023
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6
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Connection Mobility (CXZ.AX)
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September 2023
Diverger (DVR.AX)
Cheap, high-yield financial services roll-up
Sep 21, 2023
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2
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Diverger (DVR.AX)
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