Ai-Media Technologies Ltd ($AIM.AX)
Don't be turned off by the name...Revenue is flat over a few years but the mix is moving from low margin legacy humans to scalable very high margin software/tech
Walnut’s Substack
aka "Wingtips" aka "Grandpa Munster" Simple 1-2 page ASX listed investment ideas. Generally Small-Micro caps. Philosophy is business-like investing + heads I win, tails I don't lose much.
Dormant Last read · last published · next check
Read 2 days ago and current, but nothing has been published for 13 months.
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PharmX Technologies Ltd ($PHX.AX)
A hidden monopoly business that was historically under-invested in.
Reporting Season Quick Review
GDC.AX, RKN.AX, PRO.AX, FAR.AX, 5GN.AX
Prophecy International Holdings Ltd (PRO AU Equity)
Heads I win, tails I don't lose much.
Reckon Ltd (RKN AU Equity)
Simple 5 minute investment idea. Catalyst is a continuation of shareholder friendly liquidations that are now supercharged by new significant alignment of incentives
Global Data Centres (ASX:GDC)
“Show me the incentive, and I'll show you the outcome.” - Charlie Munger
What? Why?
What? Simple 1-2 page ASX listed investment ideas.