spotify.link/5XefY75aaKb

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

Helpful update on Square business and interesting discussion with jack. $SQ youtu.be/pkQ-rPpAOt4?si…

1/ Can’t wait to see the first “incumbent” (in a large software field…like support, CRM, HR, etc) switch from “per-seat” pricing to **per-outcome** pricing. I’m writing an essay on this now, but consider Zendesk at $115/seat per month…or ~$1.4M/year for 1000 agents:

Scaling Up CEO interviews are back! This season kicks off with Hiroki Takeuchi, CEO of GoCardless. This story is one of triumph over adversity. Hiroki shares his perspective on life and leadership that has led GoCardless to flourish into the $2b juggernaut it is today.

The Mineral Resources $MIN story is remarkable on all fronts, not least its shareholder returns - 28% CAGR since IPO in 2005.  @fraser_cc does a beautiful job at sharing the unique lessons from TDM's 19 years of ownership.

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…

Thank you Teddy! More the merrier - those with a penchant for pain, come down to Centennial Park on November 2 for 24 hours of running/walking/crawling. All for a great cause!

Featured in The Nightcrawler this week: Harrison , an investor at TDM Growth Partners, suggests in a recent memo that there is one key factor—often overlooked—that can predict a company’s long-term outperformance: its vitality. tdmgrowthpartners.com/insight/vitali…

My favorite part about farmers market is when cutting the middleman out makes the veggies more expensive