Andy’s Newsletter

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In 2022 we’re excited to continue bringing a new style of coverage to the under-followed technology space on the ASX.
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We look at the biggest winners and decliners, as well as some things we found interesting for specific companies.
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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
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We take a closer look at the outlook for Dropsuite, a cybersecurity technology company on the ASX.
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We look at the biggest winners and decliners, as well as some things we found interesting for specific companies.
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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…
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How can some tech companies be great businesses despite losing money? We look at growth efficiency through Life360’s business model
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How we evaluate Unit Economics for ASX technology companies, and common misunderstandings on gross margins and LTV to CAC ratios
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How we evaluate Growth for ASX technology companies on raw growth, endurance and market size, as well as some typical growth narratives companies follow
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We look at the biggest winners and decliners, as well as some things we found interesting for specific companies.
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We take a closer look at the outlook for PayGroup, a payroll and HCM technology focused on the Asia Pacific market.
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Researching a company without a framework is like drinking data from a firehose. We look at five key metrics we use to analyze ASX technology companies.
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