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 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
I heard many years ago that Billabong wasn't fashionable for teens as Dad's started to wear it... similiar to point 1!