Field notes · Sydney, Australia
I investigate companies, build products and write about what I learn.
Latest post
I purchased shares in Ubisoft today for the first time ever, at 4.70. This may come as a surprise because I have been telling everybody the company is dogshit for at least three years. That view is changing and I believe the company is at peak uncertainty, with direction of fundamentals now moving in the …
01
This is a short overview of the “Dashboard Feed” project I led in my role as Content Product Lead at Simply Wall St, a fintech startup with circa 30 employees (at the time). This project was ultimately highly successful – far more than I’d anticipated at the time – so I want to look at: …
Case Study
02
This is an overview of the iApply loan application flow project I ran in my role as Product Manager at Leveraged. The purpose of this project was to increase revenue, reduce the time lag between marketing spend and revenue generation, and grow the business by losing fewer customers in the funnel. We would do this by …
Case Study
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Five years ago, I published a series of reports on a group of “pirate” companies after identifying concerns in public filings. For the first time, here is the full story.
Investing
04
I recently reviewed the Halo Technologies IPO (ASX:HAL) prospectuses for its planned listing on the ASX in April 2022. There are several key issues that I’m concerned may deliver suboptimal outcomes for investors. The Setup Halo Technologies provides “online global equities research and trade execution software solution that brings sophisticated institutional-grade analytical frameworks and market …
Investing
05
I have read many misinformed and poorly conceived views on the remote work / working from home (“WFH”) debate. I tweeted about it a few times and that made me feel better for about five minutes but didn’t really solve my problem. Framing the debate as “is working in-office better than remote work?” is hopelessly …
Management
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Most of my writing falls into four areas.
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017 entriesManagement & organisationsExplore topic I write about people, incentives and the practical shape of work.
022 entriesProduct case studiesExplore topic I break down product decisions I’ve made and the constraints behind them.
0311 entriesIdeas & systemsExplore topic I write about narratives, markets, technology and the way systems behave.
0427 entriesCompanies & capitalExplore topic I investigate companies, governance, incentives and uncertainty.
Selected work
I’ve worked on products, written case studies and investigated listed companies.
View my work →10