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Hi Andrew, I too hold only ASX tech stocks. I'd be very...

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    Hi Andrew,
    I too hold only ASX tech stocks.
    I'd be very interested to compare our favourites - and any criteria you apply.
    I don't hold all of these - but they are the ones I am most interested in at the moment
    Here's my list of current favourites:
    Category 1 - fast growth / turning or just turned profitable
    DSE / SKF / LVT / MWR

    Category 2 - gaining traction / should become fast growth within a couple of quarters
    BUD / SCT / NUH / WHK / XF1

    Category 3 - early commercialisation
    FGO / LNU / CT1 / SRO / EVS

    Category 4 - interesting tech / team
    A3D / 14D / GSW /

    Criteria
    • Obviously all the usual stuff like great management, product etc
    • I especially like those with US connections
    • I look for a business that can plausibly achieve $50 mill in revenue in a reasonable timeframe
 
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