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Crash’s Substack

Crash

My personal Substack

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Substack
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Issues26Founded3 years agoLast Issue8 months ago
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Latest Issues

Oddity Tech (ODD-US) & a personal note about the blog!

On a personal note…

I’ve taken up a new seat & will cease posting on the blog for the duration - It’s been an absolute blast posting and connecting with readers - I have met some genuinely really smart dudes on here that I remain in touch...

8 months ago
5

Telix Pharma (TLX AU) - TLX591 trial

There is a big fat disclaimer at the rear of this post - read it. This is not financial advice, and is merely my honest and genuine analysis on the securities discussed.

Previous writing on TLX AU can be found here.

Setup: PT upgrades and...

8 months ago
6

Corporate Travel Management (CTD AU)

There is a big fat disclaimer at the rear of this post - read it. This is not financial advice, and is merely my honest and genuine analysis on the securities discussed.

Previous writing on CTD AU can be found here.

For those not up to sp...

8 months ago
2

Telix Pharmaceuticals (TLX-AU)

There is a big fat disclaimer at the rear of this post - read it. This is not financial advice, and is merely my honest and genuine analysis on the securities discussed.

SP: $14, M/C: ~A$4.7bn, ADV: ~A$14m/day

Telix has been under pressur...

9 months ago
2
2

Droneshield (DRO-AU): 1H25 results

There is a big fat disclaimer at the rear of this post - read it.

Earnings. What a wonderful time of year.

Especially if you are Droneshield because you get to call forward revenue guidance for things that quite literally aren’t revenue....

9 months ago
3

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  • Crash

    Generalist L/S. 25. Blogging about long and short ideas, and some stuff inbetween

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