Earnings Updates

Quarterly video Update

Mar 7 • Kevin

IMB update - thesis alignement review

Feb 27 • Kevin

Pharmx earnings update - Thesis aligment review

H1 FY26 Earnings analysis

Feb 26 • Kevin

Pharmx and sigma sign strategic partnership

What it means for ASX PHX investors

Feb 23 • Kevin

Update on one of the best risk-reward setups out there

Going down under

Jan 21 • Kevin

Up 71%, End of year Portfolio Update (Jan 26)

A fantastic year

Jan 2 • Kevin

Monthly Portfolio Update (Dec 25)

Up 18% and 90%+

Dec 4, 2025 • Kevin

A solid quarter, time to buy more of this high ROIC serial acquirer?

Earnings Update S1 2026

Nov 29, 2025 • Kevin

Robot Payment - Addendum to quarterly update

Feedback from IR

Nov 20, 2025 • Kevin

A prime example of operational leverage

Earnings Update Robot Payment Q3 2025

Nov 17, 2025 • Kevin

A banger quarter for CareCloud

Earnings Update CCLD Q3 2025

Nov 7, 2025 • Kevin

The security roll-up, is it a buy?

Earnings Update IMB Q1 2026

Nov 5, 2025 • Kevin

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