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Megaport AGM Reflection: Addressing Net Revenue Retention (NRR) Challenges
Path to NRR recovery
Nov 22
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5
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Megaport AGM Reflection: Addressing Net Revenue Retention (NRR) Challenges
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Reflections On The Catapult (ASX: CAT) 1H FY25 Results
I wrote my initial Catapult thesis for “A Rich Life” in early May - you can read it here.
Nov 20
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2
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Reflections On The Catapult (ASX: CAT) 1H FY25 Results
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September 2024
NextDC (ASX:NXT) FY24 Result review
Is the Risk-Reward Balance Justified?
Sep 13
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5
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NextDC (ASX:NXT) FY24 Result review
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1
Objective Corporation (ASX :OCL) FY24 Result Review
Can Objective Corp Achieve Its ARR Objectives in the Coming Years?
Sep 10
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9
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Objective Corporation (ASX :OCL) FY24 Result Review
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Nanosonics (ASX:NAN) FY24 Result
Pricey Bet or Hidden Gem? Who Cares—What About Those Near-Term Catalysts?
Sep 6
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5
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Nanosonics (ASX:NAN) FY24 Result
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Zoom's (NASDAQ :ZM) Q2 FY2025 Report
Are Zoom's innovations sufficient to compete with Microsoft and other tech giants?
Sep 2
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1
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Zoom's (NASDAQ :ZM) Q2 FY2025 Report
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August 2024
SiteMinder (ASX :SDR) FY24 Result and future outlook
Is SiteMinder building MOAT with Smart Platform?
Aug 29
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SiteMinder (ASX :SDR) FY24 Result and future outlook
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Megaport (ASX:MP1) FY24 Result and FY25 Guidance : My Reflections
Can Megaport Reverse the Decline in Net Revenue Retention?
Aug 26
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3
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Megaport (ASX:MP1) FY24 Result and FY25 Guidance : My Reflections
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1
Kip McGrath Education Centres (ASX: KME): A Potential Turnaround or Just Business as Usual?
Evaluating KME’s Restructuring, Strategic Shifts, and What They Mean for Investors
Aug 23
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Kip McGrath Education Centres (ASX: KME): A Potential Turnaround or Just Business as Usual?
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NextDC (ASX:NXT)
What does today's Contracted utilsation update mean?
Aug 6
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5
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NextDC (ASX:NXT)
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Spotlight : Things I came across this month
Aug 2024
Aug 5
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3
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Spotlight : Things I came across this month
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Audinate (ASX: AD8) FY24 result preview
Has Audinate's Symphony Hit a Sour Note?
Aug 2
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8
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Audinate (ASX: AD8) FY24 result preview
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4
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