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AFL great Chris Judd is joined by Jun Bei Liu of Tribeca Investment Partners, who runs the $1.4billion Alpha Trust offshore fund focusing on Australian equities, who has been eyeing dual Nasdaq-ASX listed Life360 with growing interest.
The tracking device company has made a significant impact on the US market with 60 million monthly users – putting it into the top 5 among some elite company – on a journey of global expansion and growth set to encompass advertising and insurance discounts among new revenue stream options.
Liu said 10% of Life360’s US users were paying subscribers and the company was focused on converting the remainder to the paid model.
Judd asked how much growth was anticipated from the location sharing app provider. Liu said the company’s offshore growth potential was regarded as “enormous” and a two-year growth spurt of 20% seen as “still quite conservative”.
Talk Ya Book was created by AFL football great, Chris Judd, in 2019 as a show where fund managers could share their highest conviction investment idea but more importantly showcase their investment framework to the public.
In 2023, Chris joined the people he interviews in the world of funds management by creating the Cerutty Macro Fund. Chris is the founder and portfolio manager of the fund which looks to invest in long term, secular, macro trends.
Juddcorp Pty Ltd ACN 635 629 631 is a corporate authorised representative (CAR) (CAR Number 1300536) of Boutique Capital Pty Ltd ACN 621 697 621 AFSL 508011.
The material provided in this article is for information only and should not be treated as investment advice. Viewers are encouraged to conduct their own research and consult with a certified financial advisor before making any investment decisions. For full disclaimer information, please click here.
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