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Sorry, you’re not authorised to access this page Hi there, you’re seeing this page because you don’t have a membership OR your account has expired. But I have an account! If you have just logged in to your account and you’re seeing this message, please follow the steps below: 1. Press the … Continued
Last week Pushpay Holdings (ASX:PPH) announced that it would buy Church Community Builder (CCB). Arguably the main benefit here is to increase the stickiness of customer relationships by providing more of the technology stack used by each church. This would come with cross-selling opportunities, but also development expenses. UBS has estimated CCB has a gross … Continued
I would say for the average investor (whether retail or professional), neglect of the quality framework is extremely common.
Vault Intelligence (ASX: VLT) has a good story to tell but they way its being told leaves me cautious.
I first mentioned EML Payments (ASX:EML) to you when I bought prior at a bit under $3 on August 13, prior to the results. It’s been a bit of lucky timing, because it then beat guidance and on August 21 I wrote that “Despite the stretched valuation, I would buy some shares in EML Payments at the … Continued
Skyfii (ASX:SKF) is a company that initially used free wifi offerings to harvest data about visitors to sell analytics to owners of venues such as stadiums or shopping malls. The problem with this kind of offering is that it doesn’t really enable clients, but simply gives them a bunch of data. (For what it’s worth, … Continued
One of the best adaptive enablers on the ASX in my view is Audinate (ASX:AD8). Audinate provides audio (and now audio visual) chips that allow different components of large audio visual systems to talk to each other through fibre optic cables instead of through copper cables. First of all, Audinate is clearly an enabler because the end … Continued