Empowering Good teams to be Great!
1. How I Discovered AppLovin I first came across AppLovin through a Motley Fool podcast, where they were reviewing the company’s earnings call and unpacking the performance of its advertising technology platform. Given my background in commercial television, I’ve spent […]
1. How I Discovered Arista Networks I was first introduced to Arista Networks through an episode of a Motley Fool podcast, where they were breaking down an earnings call. The discussion sparked my curiosity—particularly given my broader research at the […]
1. How I Discovered Palantir I was first introduced to Palantir in 2021, shortly after the company went public. At the time, I already had a strong sense of the company’s DNA—having read Zero to One by Peter Thiel, Palantir’s […]
1. My Introduction to Axon I first heard about Axon Enterprises through David Gardner on his Rule Breaker podcast with The Motley Fool. Gardner highlighted Axon as a Rule Breaker stock—exhibiting several of the six core traits: first mover, top […]
1. How I First Discovered NVIDIA My journey with NVIDIA began in 2016, right at the onset of the crypto mining boom. But unlike the crowd, I wasn’t drawn in by the buzz around mining rigs. I had a far […]
This is my second round with Bitcoin. I first took a position in 2016 when the price was around $1,000 per coin, which I bought via a digital wallet. I didn’t hold a deep conviction then—but I had a hunch. […]
A Letter to My Kids and My Tribe If you’re reading this, you’re either part of my family, my wider circle of trusted thinkers, or someone drawn to understanding how to build lasting, generational wealth with purpose. From my other […]
if the past month’s conversations in boardrooms and investor calls are anything to go by, we’re in a moment of acute noise. Trump’s freshly imposed tariffs, speculation over U.S. and Australian interest rates, volatility in the AUD/USD exchange rate, and […]
Certainty is a luxury seldom afforded to those in the business of navigating geopolitical tides. Over the past few months, the reimposition and radical expansion of U.S. tariffs under President Trump has brought into sharp relief not only the volatility […]
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The recent escalation in trade restrictions and economic nationalism will fundamentally reshape the flow of capital and goods. Australia, as a resource-driven economy with deep trade ties to China and strategic alignment with the U.S., sits at a pivotal moment. […]
China’s Economic Strategy and Its Risks China is aggressively pushing for self-sufficiency in AI, semiconductors, and financial markets, aiming to reduce its reliance on Western technologies and financial systems. However, its ongoing property sector collapse and rising debt burdens pose […]
2. Cloud and Digital Infrastructure In an era where businesses are expected to be agile, scalable, and globally integrated, cloud computing remains the foundation for transformation. Scalability, data analytics, and real-time decision-making are now essential capabilities, not optional upgrades. Organizations […]
The Era of Cheap Debt is Over For years, businesses thrived in an environment of ultra-low interest rates. Easy access to cheap capital fueled expansion, acquisitions, and high-margin business models. However, the landscape has changed, and many executives are still […]
The New Reality of Business Operations With borrowing costs climbing, companies can no longer afford the inefficiencies that were masked by years of cheap debt. Every percentage point increase in financing costs compresses margins, forcing organizations to scrutinize every aspect […]
The Digital Imperative Despite economic headwinds, one thing remains clear: businesses that invest in technology will widen the gap between themselves and those who don’t. Artificial Intelligence (AI) and cloud computing are no longer “future trends” – they are today’s […]
The global business landscape is shifting rapidly, and leaders must rethink their playbooks. This is not a time for passive observation—it’s a time for aggressive strategic action. The companies that take decisive steps today will define the winners of tomorrow. […]
Strategy, Growth, and the 10X Imperative: The World Is Changing – Are You? Pss… here is a very well guarded secret. Globally we have past the inflection point in the system that has supported wealth and prosperity to many over […]
Several years ago I read Morgan Housel’s “psychology of money” as I was convinced that “knowing the math of investing” was only one element of investing, however more important, much more important in my calculus is the “behavioural management or […]
Why ‘Skin in the Game’ Matters in Decision-Making In a world awash with opinions, predictions, and polls, how do we separate meaningful insights from empty noise? Whether it’s forecasting election results, predicting stock market movements, or assessing the success of […]
