John McDuling

Founding EIC @capitalbrief
Priors: @financialreview @qz @smh

[Nick Crocker 🐘 @nickcrocker]

Blackbird has backed 190 companies, including 10 companies valued at more than $1B and five valued at more than $10B.

Blackbird has returned $2.5 billion to investors over its 14-year history against $3.4 billion in capital invested, generating an annualised net internal rate of return of 32%.

https://t.co/MpcKIbVwmr

[John McDuling @jmcduling]

Firmus' construction partner for planned facilities in Southeast Asia is now facing scrutiny in the run up to its own IPO.

https://t.co/PJCzJOoNSB

[james hennessy @jrhennessy]

https://t.co/5YZLJ4XQ7n

[John McDuling @jmcduling]

This week’s podcast.

Listen to us was we witness the biggest IPO in Australia for decades unravel in real time.

https://t.co/L7NXtuZZ11

https://t.co/ztFCNnj3wj

[John McDuling @jmcduling]

This week’s podcast.

Listen to us was we witness the biggest IPO in Australia for decades unravel in real time.

https://t.co/L7NXtuZZ11

https://t.co/ztFCNnj3wj

[John McDuling @jmcduling]

@MarkDiStef @virtualmusing Pick many. Spend money to make money!

[John McDuling @jmcduling]

"You get the impression Oliver Curtis doesn’t spend much of his day contemplating the possibility of total human annihilation".

Very good from @jrhennessy to finish the week

https://t.co/jmsJiFDuso

[John McDuling @jmcduling]

Great wrap-up of her week shadowing the PM in the US last week by @katinacurtis

https://t.co/nAGcx3a719

[John McDuling @jmcduling]

@NickyWill100 @dannolan @CapitalBrief I'll have to pay more attention as all of those topics interest me!

[John McDuling @jmcduling]

@DominicDirupo @NickyWill100 @dannolan @CapitalBrief Cobalt is different to lavender!

[John McDuling @jmcduling]

@NickyWill100 @dannolan @CapitalBrief Not using Twitter as much any more that's true @NickyWill100. Do still find it useful? I thought the conversation moved on a while ago

[John McDuling @jmcduling]

Very kind of you Dan! Latest episode is here

https://t.co/cZnajNj70M

https://t.co/nzmCvnPI4j

[dan nolan @dannolan]

If you’re an Aussie into tech and policy stuff I cannot recommend enough @CapitalBrief’s on the call podcast. Short. Sharp. Good great. Thank you @jmcduling - amazing stuff

[dan nolan @dannolan]

If you’re an Aussie into tech and policy stuff I cannot recommend enough @CapitalBrief’s on the call podcast. Short. Sharp. Good great. Thank you @jmcduling - amazing stuff

[John McDuling @jmcduling]

More on the latest @CapitalBrief / DemosAU poll here.
Has ON hit its high water mark?

https://t.co/rX1VUdh6tq

[AusPoll @AusPoll6]

🚨 NEW: Federal voting intention

🟥 ALP: 26% (-)
🟦 L/NP: 25% (+4)
🟧 ONP: 24% (-5)
🟩 GRN: 12% (-2)
⬛️ OTH: 13% (+3)

DemosAU | 18-20 Aug | n=1562 | +/- 3-8 Jul

[John McDuling @jmcduling]

Getting a LOT of feedback on this: The Prime Minister Anthony Albanese has told @CapitalBrief he does not personally use AI, but wants Australia to play a leading role in regulating it, influenced by the experience of its 'world first' social media ban

https://t.co/DXlCWGlYwn

[John McDuling @jmcduling]

Leaked investor comms obtained by @bronwen reveal Canva rejected approaches from Adobe "countless times". One of those things that is assumed but not reported, until now.

Now it's facing the SaaS rout & competition for capital from AI giants.

https://t.co/K2m8DdfUuI $ADBE

[John McDuling @jmcduling]

The Capital Brief / Demos AU poll from two weeks ago had One Nation moving ahead of Labor on primary votes for the first time. AFR/RedBridge today confirms the trend

https://t.co/rCeBhR1V65

https://t.co/1VDjrfwRL2

[John McDuling @jmcduling]

As @jack_derwin has revealed over the past fortnight, all of the big five banks have now tightened their lending to investors in the wake of the government's CGT, negative gearing reforms

https://t.co/HJNuzjp7Dr

[John McDuling @jmcduling]

Big story: A prominent online buyers agency has collapsed into voluntary liquidation as banks begin to rein in lending to property investors.

Customers who paid it thousands of dollars in upfront fees are now fearful they will be left stranded.

https://t.co/fXxGlvRw25

[BaseballHistoryNut @nut_history]

Here’s an awesome video of a bunch of kids from New York City sharing their thoughts on the New York Yankees releasing The Great Bambino, Babe Ruth.

Crazy to think these lads are like 8-12 years old and they probably could kick my ass without breaking a sweat. The year is 1935x.