The Asymmetrical Edge

The Asymmetrical Edge

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Investment Idea's and Deep Dives

Aware Inc (AWRE)
Dirt cheap software co
Aug 2, 2024 • 
Mucrama
13
Gaming Innovation Group (GIGSEK)
Fast-growing iGaming co-trading at 4x EBITDA
Jun 12, 2024 • 
Mucrama
5
1
Kip McGrath (KME.AX)
An A-grade investment???
Nov 8, 2023 • 
Mucrama
2
Connection Mobility (CXZ.AX)
SaaS company trading at 5x earnings
Oct 8, 2023 • 
Mucrama
6
Diverger (DVR.AX)
Cheap, high-yield financial services roll-up
Sep 21, 2023 • 
Mucrama
2
ResMed (RMD ASX, NYSE)
Threat of ozempic and Phillips on RMD
Sep 14, 2023 • 
Mucrama
1
Globe's FY23 results
surprisingly good???
Sep 4, 2023 • 
Mucrama
SOCO Corporation (SOC.AX)
Cheap growing IT consultant
Aug 16, 2023 • 
Mucrama
1
Stealth Global Holdings (SGI.AX)
Deep Dive
Aug 8, 2023 • 
Mucrama
1
Overlooked and Under-loved
3 Beneficiaries of Earnings Season
Jul 22, 2023 • 
Mucrama
3
Globe International (GLB.AX)
Mis-understood, mis-priced fast-growing retailer
Jul 13, 2023 • 
Mucrama
Ava Risk Group (AVA.AX)
Jul 4, 2023 • 
Mucrama
1
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