Empowering Good teams to be Great!
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 […]
1. The Case for CrowdStrike Starts with the Network CrowdStrike is one of the most powerful network-effect companies in the cybersecurity space—and one of the most structurally important technology firms for the decade ahead. At its core, CrowdStrike is not […]
1. Why Axon Passes the “Snap Test” One of the most important mental models I use when assessing a company is what I call the “Snap Test.” It’s simple: If you snapped your fingers and the company disappeared overnight, who […]
Power Finding Tomorrow’s Giants in Today’s Markets Most people who begin investing imagine that returns are evenly distributed. You pick a stock, it goes up 10%. You pick another, it goes down 5%. Over time, the hope is that your […]
