Getswift (GSW) is a hot topic and is polarising. You believe or you do not. Nothing breeds passionate opinions like having your money on the line, probably the only thing more motivating to defend this opinion is having your ego attached. No one wants to be wrong, right? If you… Continue Reading What fact(s) would change your opinion? – Getswift

I was asked by a reader if I had an opinion on Nearmap (NEA), specifically the Group Portfolio Lifetime Value (LTV) which NEA calculates as $365.5m at the end of FY2017, see bottom line in their financial presentation. When you consider the market cap is around $260m maybe there is… Continue Reading Nearmap (NEA) – Reviewing their LTV calculation

Afterpay’s (APT) business model is pretty simple.  APT assumes the role of the credit provider and buys from the merchant the credit risk of the merchants paying customers. The merchant pays APT 4.2% of the transaction for this. Merchants love it as they receive their money upfront and in a credit… Continue Reading Afterpay Touch (APT) – Looking through the credit cycle

In a previous life I was a director of a solar company. Great story but wait. An important part of the business was monitoring energy and solar production both pre and post installation. For the not so tech savvy measuring power is really simple. Power you draw from the grid… Continue Reading Buddy (BUD) – Just a CT Clamp company?