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Mopoke Cloud Index 2025
ASX-listed, high potential technology companies
Mar 19
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Scott Middleton
5
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Mopoke Cloud Index 2025
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Australian Healthcare: Investment Insights from the Financials of 160+ ASX Companies
5 ASX Healthcare Stocks Are 75% of the Sector's Market Cap + More
Mar 12
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Scott Middleton
4
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Australian Healthcare: Investment Insights from the Financials of 160+ ASX Companies
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December 2024
Catapult: $100m revenue, $1bn market cap
Consistent revenue growth combines with growing gross margin
Dec 12, 2024
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Scott Middleton
3
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Catapult: $100m revenue, $1bn market cap
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November 2024
Launching Terem Capital
Acquiring technology companies to grow over decades
Nov 20, 2024
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Scott Middleton
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Launching Terem Capital
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EnergyOne: Deep Dive
Compounding energy software solution provider
Nov 11, 2024
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Scott Middleton
6
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EnergyOne: Deep Dive
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October 2024
Cosol: Compounding Machine
A technology-driven company combining M&A and organic growth
Oct 9, 2024
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Scott Middleton
3
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Cosol: Compounding Machine
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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
Sep 18, 2024
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Scott Middleton
4
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Urbanise: ASX SaaS Looking to Defy History and Turn Profitable
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August 2024
Power law in ASX tech + Valuing SEEK's VC Investments
Three companies dominate the index | SEEK's has done well
Aug 21, 2024
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Scott Middleton
1
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Power law in ASX tech + Valuing SEEK's VC Investments
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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?
Jun 27, 2024
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Scott Middleton
1
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Aussie Industries With an Advantage (Part 2): Mining and Energy as a Sample
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Australian Industries With a Natural Advantage or Defensibility
What companies make the most sense to focus and list locally
Jun 13, 2024
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Scott Middleton
1
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Australian Industries With a Natural Advantage or Defensibility
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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
Mar 18, 2024
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Scott Middleton
8
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ReadyTech’s M&A Flywheel Drives Compounding Growth
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How Marketplaces Grow 100%+ Year on Year
Analysis of 6 high performing online marketplaces on the ASX
Mar 6, 2024
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Scott Middleton
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How Marketplaces Grow 100%+ Year on Year
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