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The ARR Seduction
The favourite metric of software companies; is it created equal?
Nov 11
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JP Picard
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The ARR Seduction
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3
5 Performers 💪 - September 23 Quarter
From Q1’s cashflow report
Nov 4
•
JP Picard
2
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5 Performers 💪 - September 23 Quarter
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October 2023
Founder-Led Business - Part 3
Invest like a founder mental model : a simple and subtle mindset shift
Oct 28
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JP Picard
2
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Founder-Led Business - Part 3
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Founder Led Business - Part 2
50 Founder-Ler Small Caps on the ASX
Oct 21
2
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Founder Led Business - Part 2
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Founder Led Business - Part 1
Founder-Led Companies Outperform the Rest — Here’s Why
Oct 14
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JP Picard
1
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Founder Led Business - Part 1
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The Paul Andreola Way
Discover the small-cap discovery system
Oct 7
•
JP Picard
4
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The Paul Andreola Way
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September 2023
30 Rules from Morgan Housel
30 Rules of the Money Game
Sep 30
•
JP Picard
2
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30 Rules from Morgan Housel
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Identifying Mispricing in FY23's Growth Stocks
Running the math of the performers from last month's analysis
Sep 23
•
JP Picard
3
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Identifying Mispricing in FY23's Growth Stocks
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10 Growers in FY23 - Part 3
[Part 3] 10 High-Growth Companies to Watch in the coming year
Sep 16
3
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10 Growers in FY23 - Part 3
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10 Growers in FY23 - Part 2
[Part 2] 10 High-Growth Companies to Watch in the coming year
Sep 9
•
JP Picard
1
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10 Growers in FY23 - Part 2
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10 Growers in FY23 - Part 1
10 High-Growth Companies to Watch in the coming year
Sep 2
•
JP Picard
4
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10 Growers in FY23 - Part 1
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August 2023
Racing and Sports (RTH.ASX) : 1 Pager
Large recent contracts and opportunity for international growth; can the horse cross the chasm?
Aug 26
•
JP Picard
2
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Racing and Sports (RTH.ASX) : 1 Pager
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