I have received quite a few inbounds after my post of 6th October 2020 entitled GrowthOps – FY20 in Review asking for a more specific analysis of the Company’s cash position and different possible valuation outcomes. I’m going to spend a bit of time in this post on valuation considerations and come back to cash position in a week or so.
Those of you still living under rocks may not be across the Bardcore phenomenon that is about the only good thing to have hit the mainstream in 2020. I have a slightly wider definition of what constitutes Bardcore than Wikipedia, which as of 15th October 2020 says…
As I get deeper into the personal safety and survival industry with Galactic Bioware, I have become fascinated with the “Go” bag and what kinds of gear one should pack to prepare for the widest array of situations. We’ve all seen these in films and novels, but I hadn’t previously turned my mind to making one and what I’d include if I were to. I wanted to share some of the gear that I have studied and catalogued that I think would be a great generalist “Go” bag.
Trimantium GrowthOps Limited (ASX: TGO) is one of the most poorly understood stocks on the ASX given its sustained revenue (over A$80 million p.a.) and client profile. The vast majority of the online coverage of the company is either 1) ad hominem attacks against me or key people, 2) deliberately misleading to the point of market manipulation or 3) automatically generated content by content algorithms.
Back in 2010, Fiona Borrelli and I created a free and simple expansion for the Monopoly™ board game called “Free Market Monopoly”. The idea behind the board game expansion was to create a more stimulating game for players looking for more financial complexity, more strategy and less chance. My favourite board game of all time remains Diplomacy by Allan B. Calhamer / The Avalon Hill Game Co, and whilst Free Market Monopoly is no Diplomacy, it is definitely an incremental step towards the Diplomacy experience.