This stock is on track to overtake Pro Medicus to become my largest ASX portfolio position. On some days it already has!

These two med-tech stocks are still fairly high risk, but they are approaching the profitability inflection point, and have long term tailwinds supporting the businesses.

Kids and teens, like adults, need to see themselves in the books they read.

Part 1 focusses on smaller, illiquid, relatively unknown micro-caps that could fall sharply as bond rates rise.

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

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

Could this sub-scale little software company trading on about 6x ARR have a brighter future?

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

A closer look at the Secos (ASX: SES) opportunity and the expectations currently built in to the share price…

Strong results coming in ahead of expectations…

Eroad’s half year was a grey cloud with silver linings…

Anaplan has beaten estimates and reaccelerated revenue growth in the results released just 30 minutes ago.

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

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

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

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

Urbanise.com (ASX:UBN) is growing ARR at around 15% per year. That’s not amazing, but this decent little business seems to be heading in the right direction while still flying under the radar.

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

Nothing major…

It’s all software and healthcare, but which stocks are best?