In 2022 we’re excited to continue bringing a new style of coverage to the under-followed technology space on the ASX.
We look at the biggest winners and decliners, as well as some things we found interesting for specific companies.
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
We take a closer look at the outlook for Dropsuite, a cybersecurity technology company on the ASX.
We look at the biggest winners and decliners, as well as some things we found interesting for specific companies.
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…
How can some tech companies be great businesses despite losing money? We look at growth efficiency through Life360’s business model
How we evaluate Unit Economics for ASX technology companies, and common misunderstandings on gross margins and LTV to CAC ratios
How we evaluate Growth for ASX technology companies on raw growth, endurance and market size, as well as some typical growth narratives companies follow
We look at the biggest winners and decliners, as well as some things we found interesting for specific companies.
We take a closer look at the outlook for PayGroup, a payroll and HCM technology focused on the Asia Pacific market.
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.