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 …
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 …
Metro Bank (LON:MTRO) is undergoing a multi-year turnaround under new CEO Daniel Frumkin. Here’s my take on the work so far, and the chance of success.
The ability to propagate a viewpoint at scale – changing the shape of the playing field – is new in financial markets, and it is a big deal.
Fixed fee funds management. A look at why it might – and why it mightn’t -work.
The 10footinvestor site has changed. Here’s why, & a summary of the journey so far.
Something I’ve been thinking about for at least five years (and last tried to articulate here) is the transition that happens as a technical founder’s business grows. Quite often, someone with what I’ll call “technical expertise” starts a business (for the purpose of this article, we will exclude “entrepreneurs” which start with an idea or …
After Xinja’s Pivot, I’m coining Sezzle’s Precipice to describe a company that stands on the knife edge of catastrophic failure. Whether Sezzle tips over the eponymous precipice or skates along the top before riding off into the sunset is yet to be seen. (I wrote some preliminary thoughts on the company late last year). After …
In early 2020 I took on managerial responsibilities, which was the definition of being dropped in the deep end. To be a manager is to have a focus on the process that produces the output, rather than the output itself. The switch to focusing on the process clicked very quickly with me, piggybacking on years …
I have written about Interactive Brokers (NASDAQ:IBKR) before, most notably in Xinja’s Pivot. During the Covid Crash I purchased it on valuation grounds, but I think there are a lot of fundamental merits to, and opportunity in, the business. I recently pitched the stock and I’ve tidied up my notes to publish here: Stockbroking is …