InfiniteNuance

My complete archive

Archive

117 entries, filed newest to oldest.

The 10footinvestor years, 2017–2025

I started 10footinvestor in 2017 as a weekly blog about listed companies, investment ideas and portfolio reviews. When I renamed the site Infinite Nuance, I brought the archive with me. The 70 pieces marked below remain at their original addresses but sit outside my current writingand work selections.

I wrote about that change at the time inThe 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