Month: October 2019

The Evolution Of A Hypothetical Start-Up

I’ve been pretty busy lately on a couple of projects. As always, inspiration strikes at the strangest of times and I have been assembling some thoughts on the challenges faced by growing businesses, from the perspective of an investor who has followed a couple of reasonably large ones like Nearmap and Xero through their many …

The Challenge Of Selling A Managed Fund

I have a friend who is starting a funds management business. I joked with him that, in order to market to investors, he should say that he is a long-only value investor that believes in Warren Buffet, only holds high quality stocks for the long term, real money is made in the holding, lower prices …