Published inTDM TidbitsTDM Market Memo 2023As in previous years, Tom Cowan and Andy Simon have been furiously working behind the scenes to produce our annual memo to clients…Apr 18, 2023Apr 18, 2023
Published inTDM TidbitsStock based compensation for fast growing technology businesses — The headache caused by lower…How many times have we heard the phrase “what a difference a year makes?” when it comes to lamenting all things related to financial…Dec 6, 2022Dec 6, 2022
Published inTDM Tidbits15 lessons that business leaders can learn from high performing sportspeopleOur inaugural People and Culture Growth Summit was held at the Sydney Opera House in May, and in this blog, Hamish Corlett provides his…Jul 21, 2022Jul 21, 2022
Published inTDM TidbitsA leopard can’t change its…values?‘How many values is the right number of values?’. This question is one that rears its head time and again in the board rooms of modern-day…Jun 21, 2022Jun 21, 2022
Published inTDM Tidbits‘What do we have to believe from here?’ Our follow up memo, 12 months on…Almost 12 months ago to the day, we published a memo on how we are thinking about market valuations. We would much prefer to not have to…Feb 10, 2022Feb 10, 2022
Published inTDM TidbitsMedical Devices — what does great look like?One of the frameworks we use at TDM is what we call “ Good, Better, Best” and thanks to Jess Bell-Allen, the below video is going to time…Aug 20, 2021Aug 20, 2021
Published inTDM Tidbits‘What we need to believe’ for an investment thesis — a case study on PelotonTim Le (@timothyle22), a member of the TDM Investment Team recently presented an investment thesis for Peloton (NASDAQ:PTON) to the team…Jul 12, 2021A response icon1Jul 12, 2021A response icon1
Published inTDM TidbitsWhat do we have to believe from here?A bottom-up approach to a top-down problem of market valuationsFeb 24, 2021A response icon1Feb 24, 2021A response icon1
Published inTDM TidbitsWhat makes great Investor Relations?At TDM we often reflect that the difference between a good and poor investor relations effort can mean the difference between a company…Dec 6, 2020Dec 6, 2020
Published inTDM TidbitsNetwork Effects — TDM styleAs long term investors, with no constraint of having a fund life, we view ourselves as business owners and partners, regardless if we own…Sep 17, 2020Sep 17, 2020
