I have now been fully entrenched in the world of investing and business for over 2 years. I still feel like I am in transition from professional sport most days. Regardless of how well prepared you are for ‘life after sport’, the sheer volume of unknowns is both part exhilarating…

Last year we started to guest lecture 3rd year finance students at USyd who were enrolled in the University’s Student’s Managed Fund elective. …

Scaling a business is hard. Very few succeed to even navigate their way through startup land, and many that do hit a wall at some stage. Some companies though, find a way to continue to grow year on year, and in doing so become incredibly successful and durable businesses I…

The SOHN Hearts and Minds Conference has raised almost $20 million for medical research since 2016, and TDM were proud speakers at this year’s event held at the Opera House. The Heart and mind impact video gives a great insight into the scope of the incredible work being undertaken. …

When we were asked to speak at the 2019 SOHN Heart and Minds Conference, we could not have been more pumped up. First and foremost TDM felt completely aligned to the mission of the conference — SOHN has done a phenomenal job in raising almost $20m for medical research in…

After doing a bit of reading on PROS (NYSE:PRO)for the most recent trip to the US, I thought the pricing optimisation problem was a fascinating one. The attached video breaks down how airlines price flights (at a high level). Makes you wonder what other industries can and will move to price discrimination and capture more of that delicious economic value under the curve (Google being the shining example, which is readily apparent to anyone whose tried to make money using Google Ads(!)). Increasing capabilities in AI and data should facilitate this shift.