Backing a microcap software winner in the global horse racing wagering industry
The global horse racing wagering industry is a behemoth undergoing rapid change. The industry encompasses over 50 countries with an annual wagering turnover of more
The global horse racing wagering industry is a behemoth undergoing rapid change. The industry encompasses over 50 countries with an annual wagering turnover of more
Note: All $ figures converted from USD to AUD The allure of “fintech” is undeniable. The persistent shift from cash to digital payments around the
I have written in the past about how the share price of a company often moulds the market’s perception of the underlying business. For microcaps,
During the last 18 months, one of the ASX’s toughest sectors has been micro-cap technology. These businesses usually feature everything the market has hated; they
During a once-in-a-century global pandemic perhaps counterintuitively one of the most affected sectors was the medical device manufacturers. Weighed down by restricted access to customers,
In a world of earnings uncertainty, particularly for businesses who benefited from a pull forward of demand during Covid, investors are pivoting to “recovery” stocks
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