Tristan Waine
@hurdle_rate
Licensed Tax Accountant & Investment Manager
Follow @HurdlerateUT for all things Hurdle Rate Unit Trust going forward. I will be writing a letter once per quarter. As a reminder the information memorandum is available for all those interested, alternatively you can DM or email me at [email protected]
The Hurdle Rate Unit Trust is now available for external investment from Wholesale Investors (and their international equivalent). Read the information memorandum at the link below 👇 registrydirect.com.au/offer/hurdle-r…
pure lucky timing $SEQ.AX
Disclosure: Not held The $SEQ.AX thesis evolved from 'if' to 'how much' to me. The investigation is increasingly concerning and the bull thesis seems akin to 'can they shift the blame to CSLR' like E&P did... Unethical and uncomfortable $WAG.AX youtu.be/yeIC7W1gMGk
Lafrate commentary is good
Substantial shareholders of Sequoia have reduced their position in the ASX-listed financial services company, while questions over Shield’s role in New Quantum acquiring Morrison Securities from Sequoia have re-emerged. bit.ly/4mcZITV
We appreciate our members for continuing to turn over the global microcap rocks Here are the top performing NEW profiles YTD $CURI $PLBY $DBO.TO $THTX.TO $5CF.SI $PPIH $ESPR $CNRD $UNIBAP.ST $RZLT $RMB.V $FOR.V $UHG $CEK.DE $MKTW $LOVE.V $FSI $FTEK $BURCA $MHA.L $GRID.TO $PRPO
Tristax just received its 13th consecutive 5-star review. If you’re looking for a painless and efficient tax lodgement experience for entities of all types feel free to reach out
Yesterday I uploaded our June 2025 letter to unitholders on our website. In the letter I discuss: - Turnover - Portfolio Updates (Asiro & MHA) - FY2025 Return Attribution - Our Compounding High Watermark & Fees drive.google.com/file/d/1i3lnyg…
"10X Microcaps 🚀 – What Really Drives High Returns?" New post @MicroCapClub 👇 We look at the data: * to find the major return drivers of stocks, * in particular for high performing multibagger microcaps, * both over the short run and long run. community.microcapclub.com/forums/topic/5…
Investors love insider buying. It’s the purest signal. What most investors get wrong is believing insider selling is always negative. 95% of insider selling is a non-event and offers little to no signal. Especially in microcap where most operators aren’t filthy rich. They still…
$seq.ax Slater Gordon now investigating a class action slatergordon.com.au/class-actions/…
We are returning to more detailed monthly letters. Visit the Hurdle Rate website to view the letter.
I have just uploaded our June 2025 letter to unitholders on our website. In the letter I discuss: - Turnover - Portfolio Updates (Asiro & MHA) - FY2025 Return Attribution - Our Compounding High Watermark & Fees
Historical data from Xero's new beta reporting following their acquisition of Syft Analytics. Tristax ROA doing well... bare minimum float and payments received largely within a day or 2
Exceeding July budget already, likely to obliterate this growth target. ROA is a silly number but is a real one...
yeah but that balance sheet though Equity ratio of just 1.6% 😤
ASX-listed @PlentiAU produces another record quarter australianfintech.com.au/asx-listed-ple… #australianfintech #fintech #fintechnews #financialtechnology #finance