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‘What do we have to believe from here?’ Our follow up memo, 12 months on…

‘What do we have to believe from here?’ Our follow up memo, 12 mont...

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…
Go to the profile of TDM Growth Partners
TDM Growth Partners
Sustainability is eating the world

Sustainability is eating the world

An abridged version of this article was recently published on Techcrunch
Go to the profile of Ed Cowan
Ed Cowan
Medical Devices — what does great look like?

Medical 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…
Go to the profile of TDM Growth Partners
TDM Growth Partners
Square’s Acquisition of TIDAL: Shake Your Money Maker

Square’s Acquisition of TIDAL: Shake Your Money Maker

In Jack We Trust
Go to the profile of Harrison Moot
Harrison Moot
Other recent posts
Why TDM is ‘performance only’ when it comes to fees

Why TDM is ‘performance only’ when it comes to fees

The TDM Directors recently wrote to clients in a memo in regards to our fee structure, which since inception has been “performance only”…
Go to the profile of TDM Growth Partners
TDM Growth Partners
What makes a great CFO?

What makes a great CFO?

One of the biggest impacts we can have on our portfolio companies is helping them recruit great executives. We have seen time and time…
Go to the profile of Hamish Corlett
Hamish Corlett
What makes great Investor Relations?

What 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…
Go to the profile of TDM Growth Partners
TDM Growth Partners
Nine ways to diagnose a company’s ‘People & Culture’

Nine ways to diagnose a company’s ‘People & Culture’

Tom, Ben and I have been investing together for almost two decades, and long before that investing was at front and centre of most of our…
Go to the profile of Hamish Corlett
Hamish Corlett
NFTs — Software’s Still Hungry and Art’s on the Menu

NFTs — Software’s Still Hungry and Art’s on the Menu

Today there are real use cases for consumers in the crypto ecosystem and potentially one of the most accessible is NFTs
Go to the profile of Fraser Christie
Fraser Christie
What do we have to believe from here?

What do we have to believe from here?

A bottom-up approach to a top-down problem of market valuations
Go to the profile of TDM Growth Partners
TDM Growth Partners
What makes a great CEO?

What makes a great CEO?

We have been fortunate over several decades of investing to have met hundreds of CEOs, across a vast range of industries and businesses…
Go to the profile of Hamish Corlett
Hamish Corlett
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