Empowering Good teams to be Great!
Every macro investment cycle has a defining blind spot. I have seen these common threads throughout my 30 years of investing, first observed in the early days of digital television, the market initially treated video data as a simple sequence […]
Understanding Forex Through Capital Flows, Interest Rates, and Global Expectations For many Australians, the AUD/USD exchange rate feels mysterious. One month the Australian Dollar is buying 70 US cents. A few months later it is buying 62 cents. Then suddenly […]
How to lead people—not just projects—through transformation Managing Transitions by William Bridges: A Practical Guide for Leaders Driving Change is a fantasitic book of the collective insights of William and Susan Bridges as they have led and managed transitions across […]
The Job to Be Done Is Problem Framing in Complex Business Systems In solution selling, enterprise transformation, and business systems architecture, most failures do not occur because organisations choose the wrong technology or the wrong implementation partner. They occur because […]
After working across hundreds of discovery sessions, problem-framing workshops, and enterprise transformation programs, one pattern appears with remarkable consistency. Most organisational dysfunction is not caused by poor intent or lack of capability. It is caused by teams solving symptoms instead […]
Why Discovery Is the Real Speed in Business Systems and Solution Architecture In complex business environments — including enterprise systems, digital transformation, solution selling, and business systems architecture — many early-career professionals believe that speed is about how quickly they […]
Executive Summary Backdrop To fully benefit from this article and the rest of this series, it is also important to consider ‘how we got here’ before we consider ‘a brighter future’. Whose familiar will remember the that the industry today, […]
Executive Summary A Turning Point for an Industry in Decline For more than 30 years, Australia’s construction industry has been running on fumes. Productivity has not grown since the early 1990s. Project costs have surged. Skilled labour is scarce. Insolvencies […]
Australia’s Backbone for the Cloud Future I began building my position in NextDC in 2013, right as I was pivoting away from a deep 15-year career in mining technology. At that point, my investment philosophy was shifting toward industry diversification—and […]
A Front-Row Seat to the Shift from Desktop to Cloud I made my first investment in Xero in 2015, but my interest began well before that—back in 2010, when I first came across the company as a challenger to MYOB. […]
Betting on the Backbone of the New Space Economy I initiated my position in Rocket Lab in December 2024, after years of quietly watching the evolution of space tech and telecom converge—and seeing one company consistently show up with pragmatism, […]
Betting Early on the Rise of Anti-Drone Defense I invested in DroneShield within three months of its IPO. At the time, it wasn’t a company on many people’s radar. But I’d been paying attention to the convergence of three macro […]
Owning the Oil Fields of the Internet I made my first investment in Google back in 2015—not because I was a tech evangelist, but because I’d come to deeply understand how powerful search really was. The genius of Google wasn’t […]
A New Bet on Restaurant Tech—With Eyes Wide Open Every so often, a company emerges that reminds me of one I’ve seen before—offering similar value, facing similar hurdles, and potentially riding a similar wave. Toast feels a lot like that. […]
A Hidden Gem in Mining Software Some businesses take you by surprise—not because you didn’t see the need, but because it’s hard to believe no one solved it properly until now. RPMGlobal is one of those businesses. Having spent over […]
A Different Kind of Investment—A Familiar Kind of Flywheel Ferrari isn’t my typical investment. I tend to focus on high-margin, software-enabled, platform businesses with extreme operational leverage and network effects. Companies like Microsoft, CrowdStrike, or Axon. But every now and […]
The Simplest Thesis in My Portfolio Some companies require deep analysis to understand their edge. Microsoft isn’t one of them. In my view, Microsoft is perhaps the single most mission-critical company in the world. Not in theory, but in practice. […]
1. My Personal Conviction Began Long Before My First Trade Between 2017 and 2019, I subscribed to Netflix not just as a consumer—but as an early observer of a profound structural shift in media. My conviction wasn’t born out of […]
1. The Prompt for My Position: The AI Energy Tsunami My decision to invest in Oklo wasn’t just about nuclear. It was about anticipating the second-order effects of the AI revolution. In late 2024, I took a small but deliberate […]
1. A Journey from Scepticism to Strategic Conviction For many years, I stood at a distance from Tesla—not because I didn’t believe in its product or mission, but because I had deep reservations about its leadership style and governance. Elon […]
