TDM Quarterly
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TDM Quarterly
We are always excited to give you a peek under the hood, so to speak. We will be sharing our favourite podcasts and publications, as well as all the news from the companies we’re investing in
Portfolio newsTDM leads US$80m Rokt funding The capital will help accelerate research & development as well as |
Portfolio newsTDM invests in Allbirds Series E Allbirds is one of the world's fastest growing consumer brands, and recently completed a US$100m capital raise that was led by Franklin Templeton, and supported by TDM. |
Network Effects
The framework we use to assess the sustainable competitive advantage is based on Hamilton Helmer’s “7 Powers”, of which the most powerful in our view is ‘Network Effects’. In its simplest form a positive network effect occurs when a user of a network experiences increasing utility as the network grows. While there is a lot of information on network effects across various sources, we find it very powerful to use shared language with all our portfolio management teams. To help facilitate this, we made a video covering how we think about network effects that we are now releasing for general consumption.
TDM blog Series: "What Makes a great..."
Our recent blog series covers the frameworks we use to assess CEOs, CFOs and non-executive directors for not only our portfolio companies, but also those leading companies that we meet around the world each year.
"Scaling Up" Series 3
This series returns to exploring the 'Scaling Up' stories of incredible Australian growth companies as told by their CEOs and Founders.
Many of businesses may be known by name, but their journeys have been largely undocumented in the public domain.
From billion dollar software to bootstrapped social impact e-commerce, these stories are bound to inspire the next generation of entrepreneurs as well as offer up plenty of learnings.
For the investors out there who want a better, easier way to listen to quarterly earnings calls from the US reporting season, this podcast is for you!
You can also follow @Earnings_Pod on Twitter to get the updates of who has reported overnight.
"Guess the Company" is back!
The first 5 correct guesses win a $20 GYG voucher!
"Investing in and helping build businesses we are proud of"
