Watch Alex Waislitz, Chairman of Thorney Investments, talk about why he started Thorney Technologies (ASX Code TEK) and what he looks for in founders and valuation, as well as the composition of the portfolio. Investments include Afterpay , Zip, Credible Labs, iSelect, Dubber and various other unlisted tech investments. Tune... Show More
In the latest Morgans Startup Series, I chatted to Rod Bishop from Jayride. Jayride Group Limited (ASX Code:JAY) is an e-commerce marketplace for travellers to compare and book ground passenger transport. Show More
In the latest executive podcast , I sat down with David Maxwell from Cooper. David discusses the history of Cooper, why he joined from BG and how they are positioned within the Oil and Gas sector. Show More
CTD has been a stellar performer since their IPO in 2010. Jamie Pherous shares an update about the last 12 months and beyond. Show More
As part of the Morgans Conversation – Morgans Adviser Chris Titley caught up with Darryl Abotomey, CEO of Bapcor about their past and what they want to achieve in the future. Show More
Morgans adviser Chris Titley spoke to Cameron Coleman , CEO of Wagners about their transition to listed life . Show More
Andrew Blattman – MD of IPH discusses the history of the business and some commentary around the FY result. Show More
Kees Weel , founder of PWR discusses the history of the business since listing as well what they are seeing for the future. Show More
Morgans Adviser Chris Titley recently interviewed Mike Ververka – Founder and CEO of Jumbo Interactive Show More
Morgans Adviser Chris Titley recently interviewed Vik Bansal, CEO of Cleanaway (ASX Code: CWY) Show More
James - really great question and thanks for the feedback ! I have a plethora of content coming up before the end of the year and will take your comments on board regarding those companies - watch this space:)
Fantastic article !
Thanks James - it was an eye opener about how fast they are scaling and the switch to EBITDA positive
Great article Alex !
Great Video, any particular stocks you like? Do you see more companies in the space using ASX as a platform or do you think you might see others like Atlassian move offshore?
Woah. I need a drink after reading that.
Do you think they will raise at all ?
Great video chad
What a fantastic article ! Well written Steve.
Great insight Chad. It seems like the market is running off this article (s) re:KKR ..it's a bit strange , unless it's shorts like you covering for a "just in case"? Any view on WES?
Great article Chad. Any view on what they should do with Masters?
Thanks for the answer - loved your stuff at the fin, great to hear your views again here, particularly in the tech space where Australians are probably less familiar in terms of predicting valuations
Anthony, do you think the Nasdaq pull back recently will continue longer term or do you think we will see another ongoing rally ?
James, was priced 12.4x at 66c. Obviously the market wants to price it somewhere near a dominos (dmp) type multiple.
December 17 is the deadline I believe?
2.65 now! :)
Biggest IPO in 2014?!
staggering numbers - Berkshire hathaway bought a number of newspapers last year...
Great thought - and coming off a low base (share price wise)
wow - the old shake ... urbanspoon used to have that function years ago!
Interesting.. They still own a large stake in IRE which has had a tremendous run
That's the million dollar question. How do you value it??! I'm just amazed by it's rise and lack of coverage here and in NZ - We don't have research on it, we met with management recently though.
I heard many years ago that Billabong wasn't fashionable for teens as Dad's started to wear it... similiar to point 1!