Resources
How do I use AI to work better and more efficiently?
This white paper, published in June 2025, is the intellectual foundation for my workshop. While the technology has evolved since then, the principles are constant. The guide outlines:
- 3 GenAI use cases for professionals: Speeding up workflows and making them more efficient, delivering analysis at scale by acting as a research assistant, and as a source of second opinions.
- Sample prompts; and
- A guide for how to write an effective prompt.
PDF · June 2025
Very well: they can do much more than summarise what they read, allowing them to surface information or act as a cross-check.
Substack · September 2026
Give them structured tasks with clear instructions, ask for the so-what, review, and iterate.
Substack · June 2026
Ask what type of data is involved, how much judgement, and how much repetition. Then break down the process into individual tasks.
Substack · April 2026
From a bespoke vibe-coded tool to Claude Cowork; recommendations; the implications for moats.
Substack · March 2026
A custom tool I built to download company announcements from my watchlist.
LinkedIn post
Workshops for teams · My writing on Substack
How do I analyse companies and conduct due diligence?
Below are practical guides for understanding and analysing businesses, based on my fifteen years in equities research, private equity, corporate venture capital, and independent consulting. These are aimed at business buyers, searchers, and investors.
Whether you are a buyer or an owner of a business, it is critical to know where your revenue comes from. I discuss sales mix, customer analysis, and geographic analysis.
Relevant to anyone analysing a company or a transaction, including business buyers and owners, but also research analysts, students, and more. I discuss looking at economic indicators, comparable companies, across geographic regions, across time, and across the value chain.
I provide an overview of acquisition terms beyond the purchase price, including payment structure, the definition of debt and debt-like items, and exclusivity.
What does the data really say?
The latest in my quarterly series analysing real sales growth for 10+ ASX retail and food & beverage companies.
Substack · September 2026
The Australian commercial property sector has reached an inflection point, with improving metrics being reported by the listed A-REIT sector.
Institutional Real Estate Asia Pacific · December 2025
The current boom comes on top of a long-term upwards trend.
Substack · October 2025
The retail sector in Australia has been delivering relatively resilient results over the past few years, despite the effects of inflation and impacts of the COVID-19 pandemic.
Institutional Real Estate Asia Pacific · June 2025
Can you help me with my business?
If you’d like to discuss a workshop on AI for your investment team, or if you’re looking for support with thematic research, fractional corp dev, or buy-side DD, please contact me: email or schedule a call.