Dilution from stock-based compensation continues to meaningfully impact growth company valuations. Last year, we shared insights from 8yrs of data on 117 public growth companies. This year's update reviews the last 2yrs & includes a bonus view on buybacks.

Walking the walk! 🥉💥 Congratulations Jemima Montag who has won Bronze in the Women's 20km Race Walk 🇦🇺 #AllezAUS | AustralianAthletics

Jemima Montag is the most incredible human - and now she’s an Olympic Bronze Medalist. 🇦🇺🦘🌟🙏

“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

Shoot aim fire Why did AOC blame Israel for attacking terrorists that are sworn to their destruction? We are on the brink of war and you need to know where people stand.

Spot on. A must listen on Hezbollah.

September 27th is the most important day in the Middle East since the Abraham Accords breakthrough. I have spent countless hours studying Hezbollah and there is not an expert on earth who thought that what Israel has done to decapitate and degrade them was possible. This is

This man is a hero and a legend. A master of words. A beacon of light. Douglas Murray will go down in history as one of the select few who had a moral compass in a morally bankrupt world. Just watch this. Douglas is the Raoul Wallenberg of 2024.

Having listened to the arguments of both sides over the last year, I'm no longer on the fence about Israel's war. Here is why:

This was an awesome read - distilled insights from Brian Halligan through his journey building HubSpot. Makes you as the reader sit and think about each point (as Brian only takes you to second base, you need to bring yourself home). sequoiacap.com/article/a-star…

This thoughtful piece by my TDM Growth Partners teammate Andy Simon's explores the power of big insights in long-term investing. One of my favourite reads of 2024 tdmgrowthpartners.com/insight/paraly…

Typing “how r u” is not a smart way to save time. It signals that the receiver isn’t worth your time. 8 studies: When we use text abbreviations, others are less responsive. Shortcuts seem insincere, reducing their interest in engaging. In relationships, a little effort goes a

Thank you for your continued LEADERSHIP Erin Molan you are an example to us all

Last night I had the honor of introducing Douglas Murray. Here's part of what I said about my friend and one of the most courageous and important voices of our era: Like King David, Douglas does not carry a weapon. He is not smoking out Hamas from their terror tunnels in Gaza.

Right now there is a serious anti semitic incident in Australia on a daily basis. Life for Jews in Australia is subtly and not so subtly different to life for other Australians. Our schools are protected by armed guards and barbed wire, when any Jewish community org holds an

Why do I care so much when I’m not jewish? This is my neighbourhood in Australia last night… my beautiful jewish friends live across the road - their daughters - including my daughter’s best friend - scared to go home 💔 Someone will die. They don’t care who. These people

What the hell does firebombing a childcare centre that OUR children go to in Sydney have to do with the plight of the Palestinians? Nothing. There is a ceasefire?! You NEVER cared about them - you just hate everything that is good and pure and decent in the world. Oh…

The world has failed… again. The reckoning will come… it always does… but what then? If the Holocaust wasn’t enough to prevent the global ‘buy in’ to October 7 then how the hell will October 7 be enough to stop the next one? My take on the three hostages just released…

Neither overvalued nor undervalued; a true stock picker’s market. Andy Simons shares how we’re thinking about opportunity, valuation, and offensive/defensive positioning in TDM’s 2025 Market Memo