Posted on May 22, 2018May 22, 2018 by curtis

Some random thoughts on potentially interesting companies that may or may not be in the portfolio:

Anatomy of a busted thesis (ADA)

Posted on November 22, 2018November 22, 2018 by curtis

Anatomy of a busted thesis

Australian Investors Podcast interview

Posted on November 14, 2018August 16, 2024 by curtis

https://podcasts.apple.com/au/podcast/australian-investors-podcast/id1414707038?i=1000574714804

Avita Medical (AVH)

Posted on November 30, 2017December 6, 2017 by curtis

Small cap medical device company with a CY2018, good probability FDA catalyst.

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JCurve Solutions (JCS)

Posted on November 27, 2017December 6, 2017 by curtis

A cloud ERP reseller with a small market cap and good forecast growth despite a declining business division masking the ERP division’s performance.

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