Andy’s Newsletter | Andy Crebar | Substack

A prioritization framework for emerging technology leaders on the ASX, and some initial observations on Healthcare, HR & Vertical software.

In 2022 we’re excited to continue bringing a new style of coverage to the under-followed technology space on the ASX.

Jan 20

We look at the biggest winners and decliners, as well as some things we found interesting for specific companies.

Jan 4

We explore the growth of DeFi, how it could be more disruptive than Bitcoin and what options ASX investors have to get exposure to the space

Dec 23, 2021

We take a closer look at the outlook for Dropsuite, a cybersecurity technology company on the ASX.

Dec 7, 2021

We look at the biggest winners and decliners, as well as some things we found interesting for specific companies.

Dec 1, 2021

Many companies in the US showcase +150% net dollar retention. We compared the leading companies on the ASX, and take a view on why they're so far…

Nov 23, 2021

How can some tech companies be great businesses despite losing money? We look at growth efficiency through Life360’s business model

Nov 16, 2021

Andy’s Newsletter

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