Historically, we have been on the board of nearly a third of our portfolio companies. Over time we have developed the belief that high-performing boards are critical to achieving great business outcomes far beyond good governance. A great board can and should enable businesses

This was my favourite panel from our People & Culture Summit. Steve, Alyssa and Tim know plenty about what it takes to be high performer.

In his Letter to Apple Shareholders in 2014 Carl Icahn described share buybacks as follows; “…a share repurchase is the company making an investment in itself by buying shares in the market at the current price, which we believe to be undervalued, from shareholders willing to

It was always going to be a tough ask to challenge the top 2 F1 drivers in the world. I learned a few tricks from my team mate Christian Horner who (surprise surprise) does like to win - but even after taking out Max Verstappen on turn one he was back on track in seconds!

Vol. 20 of the TDM Quarterly Newsletter Released Friday the 15th December 2023. Catch up on the content below. 👇 Subscribe to receive the next newsletter - bit.ly/tdmquarterly --1-- The TDM Board Member Handbook documents our values and perspectives related to

Six years and many milestones later, we continue to be proud of Guzman y Gomez's achievements - including the news welcoming four new investors to their register. Here is a behind-the-scenes look at the GYG x TDM partnership. Read the press release below.

Behind every TDM investment decision is a single framework - the 𝐅𝐨𝐮𝐫 𝐏𝐢𝐥𝐥𝐚𝐫𝐬: 📈 Growth 💪 Structural Competitive Advantage ♥ People & Culture ⚖ Valuation Article (12 mins) > tdmgrowthpartners.com/insight/four-p… Thanks Hamish Corlett for refining over the years.

A new episode of the Scaling Up ‘Culture Series’ is now live, dedicated to the hiring and retaining of great talent. Featuring amazing insights from current and former leaders of All Blacks, Cvent, Zillow, Rokt, Mindbody & many more.  🎧 open.spotify.com/episode/5apAFo…

“We urge more CEOs and boards to elevate the importance of free cash flow, capital allocation and share count in board room conversations and, moreover, convey the upshot of these discussions to long-term shareholders.” James Revell tdmgrowthpartners.com/insight/capita…

Helped clarify my thinking on some of the segments of the wide world of financial services and the relative attractiveness for shareholders. $COF $AXP

Today, we break down Mineral Resources. Chris Ellison started Mineral Resources in the 90s with $10K in the bank and $50K on a credit card. It has become one of the most innovative mining businesses in the world. Since IPO ~20 years ago, the share price has compounded at +28%

“I had not seen this before. Most investors talk about an active approach, but seeing TDM’s up front was very unique.” -Bruce Buchanan, CEO and Co-founder of Rokt Here, Bruce shares how TDM has supported Rokt over the last five years (& counting). Read+ tdmgrowthpartners.com/insight/rokt

Great article by Harrison on "Vitality". One of the attributes that transforms good businesses to great... businesses like $HUBS $NOW $AMZN $AXON $MIN.AU tdmgrowthpartners.com/insight/vitali…

Too many CEOs distance themselves from the very thing they should be closest to – their customer. James Revell (James Revell) explores the importance of maintaining direct customer-product-leader interaction and why to prioritise this.

🎙️S9E3 - "Still Obsessed" is live! In 2019, Steven Marks was sole CEO of a 130-store GYG. Since then at $GYG: 📍 Store footprint has doubled 💰 Network sales have 4x’ed 📈 GYG is now a public company 🧑‍🤝‍🧑 New co-CEO structure and exec team 🇺🇸 GYG has entered the U.S. market

Just had an inspiring chat with Max Verstappen and rising star Alisha Palmowski on the mentality, belief and fortitude required to reach the pinnacle in any field - unleash your full potential. Max and I sharing hard-won lessons on life and winning—perfect for anyone chasing

was incredibly fun talking to Ed Cowan from TDM Growth Partners on Scaling Up we talked cash app early days, network effects, dev velocity, culture, ai, bitcoin, + more. Most excited about what we’ll be shipping this year. But until then, give it a listen open.spotify.com/episode/54BYju…

LFG. Thanks OBJ for coming on the pod. Keep playing to win. The reacceleration is just getting started. $xyz open.spotify.com/episode/54BYju…

At the heart of every business is a simple question: Who are we really creating value for? Customers want more for less. Employees want higher wages. Shareholders want stronger returns. It looks like a fight over a fixed pie. But it doesn’t have to be...🧵

🎧In our new Scaling Up episode, Bruce Buchanan shares lessons on relevancy, reinvention, and building a culture built for speed. Rokt 's growth since 2019 has been staggering — revenue up 8x, strongly profitable, and compounding for the LT. spotify.link/6vbQerdBBXb