Uncommon Capital

High Conviction Strategic Investments - Listed and Unlisted

[Uncommon Capital @UncommonCap]

All information and ideas expressed are for general information purposes only and should not be relied upon as financial / investment advice

[Uncommon Capital @UncommonCap]

@awxjack @airwallex

Amazing when the disruptor becomes the very thing it is trying to disrupt, or even worse, an inferior offering.

19 days and counting to open an Airwallex account for a small business. @NAB has been quicker and easier to open a business account.

[Uncommon Capital @UncommonCap]

@RevolutApp 1, @airwallex 0

Over a week to open a new business account at @airwallex, even after confirming all required information provided.

@RevolutApp it is for our business.

[Uncommon Capital @UncommonCap]

@Tyro @ZellerAustralia Thanks @Tyro. Have sent you a DM with details this morning

[Uncommon Capital @UncommonCap]

@Tyro Unbelievably, it has taken almost two weeks to change account signatories for a small business. Unable to pay business expenses as a result.

At this rate, it is quicker to open a new account with @ZellerAustralia.

No wonder @Tyro's share price is down almost 70%

[Garry Tan @garrytan]

You don’t win by trying not to lose.

You win by taking risks, saying what you think, and working towards it even if many knee-jerk disagree—and in the end proving it right. Then you win.

Professional culture is about trying not to lose. Founder culture is about winning.

[TechCrunch @TechCrunch]

Online events platform Delegate Connect gets $10M AUD led by AirTree https://t.co/nJnSffGgTY by @catherineshu

[Uncommon Capital @UncommonCap]

Fantastic read on current market valuations.

https://t.co/WL5Prfyle7

[Uncommon Capital @UncommonCap]

High speed super computing as a service has a growing addressable market, well beyond the Oil and Gas industry currently served by $DUG.

[Uncommon Capital @UncommonCap]

When investing in AUS companies, I typically look for: (1) Growth industry with long term runway, even if niche (2) Quality mgmt team with equity alignment (founder as major S/H is a +) (3) Global customer base (4) Proprietary competitive adv. $DUG at $1.21 ticks lots of boxes

[Uncommon Capital @UncommonCap]

Potentially overvalued, but there may never be a perfect time to invest! Learnt my lesson with $AMZN. $SPOT will be the dominant leader in audio, lot's of runway ahead for Ad rev on the freemium model and it's only the beginning for the podcast medium. BUY @$252

[Uncommon Capital @UncommonCap]

$NTD is a BUY. T4U will be a transformational acquisition. Synergies are huge. Will become the leading independent tyre wholesaler in Australia across multiple segments - 4WD, Agri, Truck and Bus. Will take some time to integrate, but post merger opportunities are huge.

[Uncommon Capital @UncommonCap]

Latest investments under the microscope: 1) $PKS 2) $IRI 3) $EOS

[Uncommon Capital @UncommonCap]

A common theme coming out of COVID: “ACCELERATION”. The restrictions have brought forward technology trends by 3-5 years. E-Commerce, online education and data consumption have a long runway ahead - 15-30 year trend.

[Uncommon Capital @UncommonCap]

At $28, still think you should join the NASDAQ: TEAM

[Adir Shiffman @adirshiffman]

A company you only ever sells to 3 customers. And #3 is too hard! Learn this and you'll avoid going broke. https://t.co/dqAPkPKHYN