Michael Hui
@hichaelmui
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Investing, Business, Tech and Liverpool FC
Brisbane, Australia
Joined January 2011
There are a lot of smart people out there looking to acquire traditional niche businesses. Take "boring" companies with an EBITDA of $1-3m. IMO there is one big problem… They have been doing too well their entire lives. They come from good families. All they have seen and
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Been using @tryPeony for a few weeks now - it’s a standout for the gated file sharing use case. Simple, beautifully designed, well priced versus competitors and genuinely useful. Highly recommend giving it a try.
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Unsurprising how ANZAC day which was meant to be about the horrors of war has managed to morph into something of a celebration of it. Bit of a shame but the human lizard brain does tend to go this way once the memories fade a bit.
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Loving everything the Permanent Equity team do
Happy Christmas from Unqualified Opinions! Sign up at this link to receive Season 3 starting in January: https://t.co/gGWYOcigOh. I will also send books (free stuff!) to the first 10 people who retweet this (bonus points for bedgrudging endorsements) and DM me their address.
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@circljulien @divine_economy @ttunguz Yes, I guess once a theory is published, one no longer owns it. I profoundly disagree with all those who are claiming that my theory predicts a post-collapse golden age with #Crypto, as if it were a proper technological revolution. It simply isn't.
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If I had to bet on whether Elon will pull through and Twitter ultimately succeeds, I’d probably still bet on the success case. Social networks are surprisingly durable. Still, there is a KNOWN playbook for how to take over a dysfunctional company and quickly turn it around. 🧵
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Great to speak to @CFieldAssoc on what we're doing at @edventureco1 to help our clients address the skills crisis and some of the opportunities we're seeing
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Not taking a risk is the biggest risk of all. It’s a new week - try something smart but risky that’s been in your back pocket you've been wanting to do. You’ll take a hit, or score a win. Avoiding risk, Avoids rewards.
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Message from the Ukrainian tax office: “Have you captured a Russian tank or armored personnel carrier and are worried about how to declare it? Keep calm and continue to defend the Motherland! There is no need to declare [them as income].”
en.interfax.com.ua
Ukraine's National Agency for the Protection against Corruption (NAPC) has declared that captured Russian tanks and other equipment are not subject to declaration.
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Although the sample size is relatively small at only "over 400 CEOs, emerging leaders and NEDs", it's worth a read and is good news for those of us in the digital skills training sector. The full report is available here:
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The report selects 3 key issues to do a deeper dive on: 1. Talent - COVID-19 caused disruption of the labour market 2. Digital Transformation & Optimisation - the number one issue in the report for 4 years running 3. ESG - Climate change and the risk/opportunity at stake
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Reflecting much of the commentary about the "great resignation", the report describes us as in the "Era of Talent". Much of the talent issues seemingly arising from digital transformation (including the growth in remote work and associated vulnerability in cybersecurity).
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Looking further into the future, the top 5 challenges over the next 3-5 years still have a lot of digital influence.
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4 of the top 5 challenges for 2022 are digital related, speaking to the increased visibility of all things digital in business since COVID-19 started.
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The "Keeping Us Up at Night" report released by @kpmgaustralia has some interesting data on the key issues as seen by Australia's business leaders. A few highlights from my perspective follow in this thread:
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The best definition of risk is the Chinese symbol for crisis, which is a combination of symbols for danger and opportunity. In investing, opportunity without danger in investing is a mirage (or scam), and danger without opportunity is foolhardy. https://t.co/GCtGsgj7kz
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Nice little piece from @bradsling on the double-edged sword that is pricing power. If you don't deliver increased value for the increased price, watch out! https://t.co/eeyDO5eM3Z.
nzscapital.com
Welcome to Stuff I Thought About Last Week , a personal collection of topics on tech, innovation, science, the digital economic transition, the finance industry, common culture, and whatever else...
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