The End of Henry Morgan
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.
Australian banks & rising rates: Some notes
In the last few years I’ve started looking more and more for possible setups. A “setup” is where there are five or six identifiable moving parts that may or may not align but have the potential to create significant value if they do. I’ve written before about setups at CD Projekt Red and and at …
Halo Technologies IPO (ASX:HAL): Some Thoughts On Risk
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 …
Remote Work: Not As Simple As It Seems
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 …
