Fundamental Goob

Write about companies. AU, UK, NZ, and US equities, roughly in that order.

[Fundamental Goob @FundamentalGoob]

@HarryStebbings @kaarmann @transferwise @HarryStebbings Where can I watch this?

[Fundamental Goob @FundamentalGoob]

@JamieCDubya The train analogy reminds me of Thiel's 10x technology rule. No wonder Wise was Valar's first EU investment

[Fundamental Goob @FundamentalGoob]

@JamieCDubya Great listen 👍🏻

[Fundamental Goob @FundamentalGoob]

Presumably many more to come.

[Fundamental Goob @FundamentalGoob]

Morgan Stanley the first IB on the $WISE Platform.

https://t.co/DPsm2a5kEV

[Fundamental Goob @FundamentalGoob]

@AltaFoxCapital $KMD.AX

[Fundamental Goob @FundamentalGoob]

About time — wrote some updated thoughts on each of the stonk ideas I've posted on Sűbst@ck this year.

Link in usual place (bio)

[Fundamental Goob @FundamentalGoob]

@BernoulliDefect Why did it go so low in 2002?

[Fundamental Goob @FundamentalGoob]

@Jave_t23 Not a huge buyback, but $MBUU US wake boat manufacturer has done this

[Fundamental Goob @FundamentalGoob]

@Jave_t23 @AboveAvgOdds Gotcha. Cheers

[Fundamental Goob @FundamentalGoob]

@tommyr345 Would trade >30x on ASX for sure

[Fundamental Goob @FundamentalGoob]

@adrianfromnz Great call

[Fundamental Goob @FundamentalGoob]

@fundhunter_co Was this less worse than feared? #OSB traded a touch up

[Fundamental Goob @FundamentalGoob]

@MallardResearch @reb40 @groupstageexit Yeah, I get that. Just the perspective of someone new. No fees on same day bookings for operators I've used so far, so haven't had big enough incentive to book outside trainline

[Fundamental Goob @FundamentalGoob]

@BritishInvestor Cheers👊

[Fundamental Goob @FundamentalGoob]

@reb40 @groupstageexit Recent UK mover here: I've been using Trainline for all my small trips. I haven't got a clue of all the different operators, so much easier. But yes the value prop is lower for locals

This is coming from a usual tight arse too.

[Fundamental Goob @FundamentalGoob]

@Leven954 Revolut want to be a full bank in most places they operate, and that will give them direct connection infrastructure. Takes longer though

[Fundamental Goob @FundamentalGoob]

Japan next in line for $WISE central bank connections; first non-bank approved.

This will be a big one + extends already large direct connections lead.

(Asia/Pacific is still only 20% of revenue and I suspect this is AU weighted)

https://t.co/5wvimW8kVk

[Fundamental Goob @FundamentalGoob]

More director buying here. LT independent Phillip Bowman brought 200k shares on Monday.

He's purchased $310k on-market this year. Gets $140k pa to sit on board.

https://t.co/ce72sppXLu

[Fundamental Goob @FundamentalGoob]

New $KMD long thesis posted on substack.

Could be a controversial one—a beaten up retailer from down under that only Allan Gray seems to like.

I think the solid Rip Curl business provides healthy downside protection at current prices. Link below:

https://t.co/4J6xFZSgFy

[Fundamental Goob @FundamentalGoob]

Supposedly just 10% of London commercial properties account for 90% of vacancy