InfiniteNuance

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Archive

117 entries, filed newest to oldest.

The 10footinvestor years, 2017–2025

Infinite Nuance began in 2017 as 10footinvestor, a weekly blog about listed companies, investment ideas and portfolio reviews. That archive was merged into this site when it was renamed, and 70 of those pieces are marked below. They stay published at their original addresses, but they sit outside the currentwriting and work.

The account of that change written at the time is preserved asThe Story So Far: 10footinvestor and Infinite Nuance.

2026

  1. Ubisoft: Peak UncertaintyInvesting

2025

  1. Year in Review: 202410foot archive

2024

  1. Case Study: Simply Wall St Dashboard FeedCase Study
  2. Case Study: iApply Loan Application FlowCase Study

2022

  1. The End of Henry MorganInvesting
  2. Australian banks & rising rates: Some notes10foot archive
  3. Halo Technologies IPO (ASX:HAL): Some Thoughts On RiskInvesting
  4. Remote Work: Not As Simple As It SeemsManagement

2021

  1. Metro Bank: Peak UncertaintyInvesting
  2. Changing the shape of the playing field: Content and the attention economyMusings
  3. Fixed Fee Funds Management: So Insane, It Just Might Work10foot archive
  4. The Rebrandening: 10footinvestor and Infinite NuanceManagement
  5. Technical CEOs, transitions, and growing organisationsManagement
  6. Sezzle’s PrecipiceInvesting
  7. Management: Infinite NuanceManagement
  8. Interactive Brokers: A Stock PitchHeld companies
  9. Blue Ocean Strategy: A ReviewInvesting
  10. How to conduct a performance reviewManagement
  11. Airtasker IPO Raises Valuation QuestionsInvesting
  12. Intangible assets need maintenance tooMusings
  13. Team Alignment: Good transitions make it easier, and less stressfulManagement

2020

  1. Portfolio Review: CY202010foot archive
  2. Xinja’s PivotInvesting
  3. Sezzle’s (ASX:SZL) Meteoric Rise Raises More Questions Than AnswersInvesting
  4. A simple framework to reduce workplace stressManagement
  5. Henry Morgan – 3 Years OnInvesting
  6. Quarterly Update: March 202010foot archive
  7. FEARInvesting
  8. Annual Review: CY201910foot archive

2019

  1. Investment Update – Oct 201910foot archive
  2. Brasilian Hotels, Airbnb, And Other Thoughts10foot archive
  3. The Evolution Of A Hypothetical Start-UpMusings
  4. The Challenge Of Selling A Managed FundMusings
  5. Revenue Is A Trailing MetricMusings
  6. Despegar: Too Hard10foot archive
  7. BYND: Beyond Multiples10foot archive
  8. Change of plans10foot archive
  9. Quarterly Review: Q3 (March) FY 201910foot archive
  10. Private Markets Hide All Manner Of SinsInvesting
  11. Down 95%: Oliver’s Real Foods10foot archive
  12. Getswift Comes Full CircleInvesting
  13. Four shipping investment ideas10foot archive
  14. Quarterly Review: Q2 (December) FY 201910foot archive
  15. 10foot reading listInvesting
  16. Despegar: Further thoughts10foot archive

2018

  1. Despegar: Thoughts so far10foot archive
  2. Donaco International: High risk, high reward?10foot archive
  3. Some brief thoughts on ownershipMusings
  4. An update on Just Group plc10foot archive
  5. Quarterly Review: Q1 (September) FY 201910foot archive
  6. The Titomic question10foot archive
  7. Experience Co: Returns on capital10foot archive
  8. Purchase #13: Experience Co10foot archive
  9. An Update on the Henry Morgan sagaMusings
  10. Updater Inc: Saved by the bell?Investing
  11. Quarterly Review: Q4 (June) FY201810foot archive
  12. Do currency exchange rates impact inbound tourism?Investing
  13. Solvency II and Just Group’s discount to NTA10foot archive
  14. Ethical Investing: Some thoughts on ESG fundsInvesting
  15. The Oliver’s Turnaround Story10foot archive
  16. A Presentation to the Management of Oliver’s Real FoodsHeld companies
  17. EML Payments: A non-cash income story?10foot archive
  18. #12: Oliver’s Real Foods – The Repurchasening10foot archive
  19. Portfolio Review – May 201810foot archive
  20. 10foot Scuttlebutt: April 2018 edition10foot archive
  21. Quarterly Review Q3 (March) FY201810foot archive
  22. Afterpay: The Not Credit But Actually Retail Tech Company10foot archive
  23. Sale #9: Sold Oliver’s Real Foods10foot archive
  24. Sell #5: Sold Crowd Mobile10foot archive
  25. Big Trouble In Big UnInvesting
  26. 10foot Scuttlebutt: February 2018 edition10foot archive
  27. The Greatest Business On Earth10foot archive
  28. Getswift: Data Talks, Bullshit WalksInvesting
  29. A lengthy screed on Tower Limited10foot archive
  30. Purchase #10: Tower Limited10foot archive
  31. Sale: Sold Mayne Pharma10foot archive
  32. Getswift: The gift that keeps on givingInvesting
  33. What is a material fact?Investing
  34. Getswift Gets Swifted: AFR-styleInvesting
  35. Interview with David Lamm of NGE Capital Ltd (ASX:NGE):10foot archive
  36. Quarterly Report December, Q2 FY1810foot archive
  37. 10Foot Presents: If-10foot archive
  38. Dongfang Modern Agriculture10foot archive
  39. A curious set of incentives at Probiotec10foot archive

2017

  1. You should write a blog10foot archive
  2. The risks in Trimantium GrowthopsInvesting
  3. Getswift and AmazonInvesting
  4. Buyer Beware10foot archive
  5. 10foot Scuttlebutt – November 2017 edition10foot archive
  6. The Gig Economy, Round 210foot archive
  7. Why the life insurance industry needs Amazon10foot archive
  8. A post-mortem for Thorn Group Ltd10foot archive
  9. A qualitative look at Oliver’s Real FoodsHeld companies
  10. Purchase #9: Oliver’s Real Food Ltd10foot archive
  11. Quarterly review September: Q1 201810foot archive
  12. Strong narratives: A source of competitive advantage?Musings
  13. What is a synthetic subprime CDO?Musings
  14. Purchase #7: Mayne Pharma Group Ltd10foot archive
  15. The things that move share pricesMusings
  16. The Gig Economy10foot archive
  17. Sell #2: Sold Thorn Group Ltd10foot archive
  18. Scuttlebutt – August 2017 edition10foot archive
  19. Purchase #6: NGE Capital Ltd10foot archive
  20. Sell #1: Sold RNY10foot archive
  21. The first broken thesis: RNY Property Trust10foot archive
  22. Quarterly review: Q4 201710foot archive
  23. Purchase #5: Crowd Mobile Ltd10foot archive
  24. Purchase #4: Probiotec Limited (ASX:PBP)10foot archive
  25. A compelling bear case for Thorn Group Ltd10foot archive
  26. Apocalypse Now: Automotive Solutions Group Ltd10foot archive
  27. Fascinating accusations against Activision Blizzard, Inc.10foot archive
  28. Purchase #3: Eureka Group Holdings Ltd10foot archive
  29. Investing lessons from the scrapyardMusings
  30. On portfolio construction10foot archive
  31. Purchase #2: RNY Property Trust10foot archive
  32. Purchase #1: Thorn Group Ltd (ASX:TGA)10foot archive
  33. Setting up a portfolio10foot archive