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