Archive - Mopoke Cloud Newsletter

Deep Dive: Car Group (Carsales.com.au)

Australia's international success story faces a big challenge from a big disruptor

Jun 25 •

Scott Middleton

March 2025

Mopoke Cloud Index 2025

ASX-listed, high potential technology companies

Mar 19 •

Scott Middleton

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 •

Scott Middleton

December 2024

Catapult: $100m revenue, $1bn market cap

Consistent revenue growth combines with growing gross margin

Dec 12, 2024 •

Scott Middleton

November 2024

Launching Terem Capital

Acquiring technology companies to grow over decades

Nov 20, 2024 •

Scott Middleton

EnergyOne: Deep Dive

Compounding energy software solution provider

Nov 11, 2024 •

Scott Middleton

October 2024

Cosol: Compounding Machine

A technology-driven company combining M&A and organic growth

Oct 9, 2024 •

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

Sep 18, 2024 •

Scott Middleton

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 •

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?

Jun 27, 2024 •

Scott Middleton

Australian Industries With a Natural Advantage or Defensibility

What companies make the most sense to focus and list locally

Jun 13, 2024 •

Scott Middleton

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 •

Scott Middleton

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