A prioritization framework for emerging technology leaders on the ASX, and some initial observations on Healthcare, HR & Vertical software.
6
In 2022 we’re excited to continue bringing a new style of coverage to the under-followed technology space on the ASX.
4
We look at the biggest winners and decliners, as well as some things we found interesting for specific companies.
2
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
3
We take a closer look at the outlook for Dropsuite, a cybersecurity technology company on the ASX.
2
We look at the biggest winners and decliners, as well as some things we found interesting for specific companies.
2
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…
2
How can some tech companies be great businesses despite losing money? We look at growth efficiency through Life360’s business model
2
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Andy’s Newsletter