Tristan
@hurdle_rate
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Investor & Tax Agent - Not investment advice
Australia
Joined July 2020
Follow @HurdlerateUT for all things Hurdle Rate Unit Trust going forward. I will be writing a letter once per quarter. As a reminder the information memorandum is available for all those interested, alternatively you can DM or email me at tristanwaine@hurdlerate.com.au
The Hurdle Rate Unit Trust is now available for external investment from Wholesale Investors (and their international equivalent). Read the information memorandum at the link below 👇
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@asx_fu @firefrost320266 could be offset in part by an aggressive go-to-market for billingQ following the legal group raise
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RT @JamieHalse: The Tokyo stock exchange could not be more clear about their game plan. This alone makes Japanese stocks interesting, but…
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book summaries 🫡
Books are incredibly expensive. They cost hrs of your time, when what you actually need only take a few seconds to read. It is quite literally, the worst form of information consumption for most use cases. (Obvi, some exceptions apply)
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RT @HurdlerateUT: I said that 1 in 7 securities outperform 25% p.a. over a 5 year span. What i missed is that Koyfin had NIL data for 635…
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RT @HurdlerateUT: Here is the January 2025 Letter, I will not be posting these on X in the future so please consider subscribing if you are…
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@ClarkSquareCap @joinyellowbrick @david_katunaric Actually does not matter at all that fintwit likes or does not like a stock 🥴
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@DiscoverCapita @goncalovalue1 @DeepValueStonks @SebKrog @rubicon59 The other thing worth noting is that there is no accrued income recognised for emissions, it is expensed as incurred, making any settlement drop to the bottom line, and any cost expensed against no revenue.
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RT @HurdlerateUT: Last month I signaled my intention to send a letter once per quarter, but, in light of the nature of the trust, I am opti…
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@RTelford_invest @peter_mantas How does it deal with spread, feel like results could vary a lot in practice
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@goncalovalue1 @DeepValueStonks @SebKrog @goncalovalue1 refinanced some of their facilities at lower rates and extended terms @DiscoverCapita 162m last year in cash receipts. cash receipts = revenue less change in debtors. Can shrink @rubicon59 profit impacted by case investments. 6.5m cost w/no revenue in '24
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@AndrewRangeley @shomikghosh21 Missed the mark on a lot here, good to see it discussed though i suppose
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