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Andy’s Newsletter
A monthly newsletter on ASX listed technology companies.
By Andy Crebar · Launched a year ago
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The Mopoke Cloud Index 🚀
A prioritization framework for emerging technology leaders on the ASX, and some initial observations on Healthcare, HR & Vertical software.
Andy Crebar
6
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The Mopoke Cloud Index 🚀
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Mopoke Cloud Index - End of Year Round Up
In 2022 we’re excited to continue bringing a new style of coverage to the under-followed technology space on the ASX.
Andy Crebar
Jan 20
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Mopoke Cloud Index - End of Year Round Up
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Mopoke Cloud - December 2021
We look at the biggest winners and decliners, as well as some things we found interesting for specific companies.
Andy Crebar
Jan 4
2
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Mopoke Cloud - December 2021
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Crypto adoption, ASX’s first ETF and why DeFi could overtake traditional finance
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
Andy Crebar
Dec 23, 2021
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Crypto adoption, ASX’s first ETF and why DeFi could overtake traditional finance 💲
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Dropsuite: secret sauce to low-cost, global distribution 🌏
We take a closer look at the outlook for Dropsuite, a cybersecurity technology company on the ASX.
Andy Crebar
Dec 7, 2021
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Dropsuite: secret sauce to low-cost, global distribution 🌏
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Mopoke Cloud - November 2021
We look at the biggest winners and decliners, as well as some things we found interesting for specific companies.
Andy Crebar
Dec 1, 2021
2
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Mopoke Cloud - November 2021
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Metrics for evaluating ASX Tech: Part 5/5 - Customer retention 📊
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…
Andy Crebar
Nov 23, 2021
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Metrics for evaluating ASX Tech: Part 5/5 - Customer Retention 📊
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Metrics for evaluating ASX Tech: Part 4/5 - Efficiency + Life360's burn 💸🔥
How can some tech companies be great businesses despite losing money? We look at growth efficiency through Life360’s business model
Andy Crebar
Nov 16, 2021
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Metrics for evaluating ASX Tech: Part 4/5 - Efficiency + Life360's burn 💸🔥
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