Investment Theses: High Conviction Ideas

Jun 1 •

Prophecy International PRO.AX

fast-growing software co trading at 1.5x ARR

Mar 14, 2024 •

Sanara Medtech SMTI: NASDAQ

Disruptive fast-growing US healthcare company

Feb 19, 2024 •

2023 review & 2024 opportunities

Jan 9, 2024 •

Stealth Global Holdings (SGI.AX)

Investment Thesis

Dec 19, 2023 •

Volpara Health Technologies (VHT.AX)

Deep-dive & takeover at 50% premium

Dec 14, 2023 •

Dropsuite (DSE.AX)

Thesis: Fast growing Cyber security company

Nov 21, 2023 •

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