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Cosol: Compounding Machine
A technology-driven company combining M&A and organic growth
 • 
Scott Middleton

September 2024

Urbanise: ASX SaaS Looking to Defy History and Turn Profitable
$50m invested with $1.9m at bank, coming off a $2.3m cash loss on $12.6m revenue
 • 
Scott Middleton
3

August 2024

Power law in ASX tech + Valuing SEEK's VC Investments
Three companies dominate the index | SEEK's has done well
 • 
Scott Middleton

June 2024

Aussie Industries With an Advantage (Part 2): Mining and Energy as a Sample
What industries can Australian and New Zealand companies list and survive in?
 • 
Scott Middleton
Australian Industries With a Natural Advantage or Defensibility
What companies make the most sense to focus and list locally
 • 
Scott Middleton
2

March 2024

ReadyTech’s M&A Flywheel Drives Compounding Growth
In a market with slow buying cycles, M&A adds customers and increases cross-sell
 • 
Scott Middleton
2
How Marketplaces Grow 100%+ Year on Year
Analysis of 6 high performing online marketplaces on the ASX
 • 
Scott Middleton

February 2024

Why I analyse tech companies
We're looking to acquire our next technology business
 • 
Scott Middleton
Compounders
The five profitable, growing companies that have compounded for years
 • 
Scott Middleton
Mopoke Cloud Index for 2024
Technology companies on the ASX that meet the performance criteria
 • 
Scott Middleton
2
Appen: the $309m fall in AI revenue
How segmenting between AI Builders and AI Adopters might help it return to growth
 • 
Scott Middleton

December 2023

Deep dive: Product-led Growth at Ansarada
How Does Product-led Growth Really Work? A real case study
 • 
Scott Middleton
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