Case files

Work

Product decisions made under real constraints, and investigations followed far enough to change something.

Product case studies

2 files

01

· 9 min

Case Study: Simply Wall St Dashboard Feed

This is a short overview of the “Dashboard Feed” project I led in my role as Content Product Lead at Simply Wall St, a fintech startup with circa 30 employees (at the time). This project was ultimately highly successful – far more than I’d anticipated at the time – so I want to look at: …

Case Study

02

· 10 min

Case Study: iApply Loan Application Flow

This is an overview of the iApply loan application flow project I ran in my role as Product Manager at Leveraged.  The purpose of this project was to increase revenue, reduce the time lag between marketing spend and revenue generation, and grow the business by losing fewer customers in the funnel.  We would do this by …

Case Study

Investigations

8 files

Each of these followed a listed company past the point where the disclosure stopped making sense. Several of the companies subsequently delisted.

01

· 13 min

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.

Investing

02

· 4 min

Getswift Comes Full Circle

Well well. In a pleasing dose of regulatory aggressiveness, The Australian Securities and Investment Commission (ASIC) has filed a Federal Court lawsuit against Bane Hunter and Joel MacDonald of the infamous Getswift (ASX: GSW) – reporting in well under their usual 3 year lead time, I might add.  And they would be silly not to, because the …

Investing

03

· 17 min

A Presentation to the Management of Oliver’s Real Foods

Last Friday I sent this presentation to Investor Relations at Oliver’s Real Foods with a request that it be brought to the attention of senior management. I wanted to give Oliver’s some advance warning and give them the opportunity to comment or correct me, if they chose. I did not receive a response from Oliver’s, …

Held companies

04

· 13 min

The risks in Trimantium Growthops

I came across the Trimantium Growthops upcoming IPO recently. It is a consulting business whose listing process reminds me of National Vet Care (ASX: NVL) and Automotive Solutions Group (ASX: 4WD) in that it involves getting agreements from a list of business owners, raising the funds for IPO, and then using the IPO funds to acquire the …

Investing

05

· 32 min

Updater Inc: Saved by the bell?

Updater Inc (ASX: UPD) is an ASX-listed, USA-domiciled company that provides services to people who are moving house. Updater’s “digital tools help people find and reserve trustworthy moving companies, connect TV and internet, forward their mail, transfer utilities, update accounts, and much more – all in one easy-to-use platform.” I believe that there are a …

Investing

06

· 12 min

Big Trouble In Big Un

I am totally staggered by this BIG situation, but I’m late to this story. Although I thought the Tipsly transaction was unusual, I didn’t pick any problems with BIG and in fact I had a hard look at its books late last year and I couldn’t see any obvious warning signs. So I did not …

Investing

07

· 4 min

Airtasker IPO Raises Valuation Questions

The Airtasker IPO is shaping up to be interesting.  It’s one of my favourite niche topics – private market valuation meets public market investors.  My perception of Airtasker is that there has been a mismatch between perceived growth potential of the business (as measured by valuation) and its actual performance.  That disconnect was arrested painfully …

Investing

08

· 9 min

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 …

Investing

Published elsewhere

In the media

From time to time I publish important pieces for various outlets, or provide quotes to the media in my area of expertise. The Pirate Companies From 2017 to 2020 I investigated a series of co…

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Last revised 5 November 2022

Published record

Work, in context.

Longer first-person material from the existing site, preserved as published.

  1. Net Gains: A philosophy on life & work