Xero Limited

Xero is a quality company, but is it able to compete with Intuit? We take a closer look at Intuit to see what Xero is up against in the US.

Networks are one of the most powerful competitive advantages a business can possess. Strong network effects make it difficult for businesses to be replicated, enabling...

An interesting notion I came across in my Zen training is that all phenomena are dependent on, and penetrated by all other phenomena. Looking at a flower, for example,...

Investing is riddled with uncertainties. High conviction investing is the process of shining light on those uncertainties until they are clear enough that you can see...

The story behind our investment in Xero starts back in 2001 when I first came across a small business accounting software company called MYOB. What caught my attention...

Are we watching the wrong 800-pound Gorilla?Xero is the classic disruptor. As the first cloud-based accounting platform for small business, it revolutionised the...

There are many ways to create value without showing after-tax profits.This is obvious to anyone with a biotech background (analysis of historic financials is no way to...

Xero is by no means an up-and-comer in the fintech space, nor an undiscovered gem. At NZ$3.7bn market cap, the business already sits on the radar of many growth...