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Independent research · ASX-listed offshore earners

Offshore on-the-ground research to help drive edge in your investment process

Field work, industry access and data on the offshore businesses behind ASX-listed companies — from someone based in-market.

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Misty river running through a rocky canyon
What makes it different

Built from being there

Differentiated content on ASX-listed offshore earners

  • Initial focus on technology, travel and consumer, expanding through 2026
  • Focus on non-Australian earnings streams
  • No formal coverage list — flexible and topical

Full-time offshore presence

  • Based outside Australia, in-market of the revenue streams being researched
  • Remote structure enables deep dives into any business, in any location

Focus on the key deltas

  • Depth and velocity on what moves share prices
  • No stock recommendations or earnings forecasts
  • No maintenance research — more value-add time
How the work gets done

Three workstreams

Workstream 1

Conference and trade show intelligence

Multi-day immersion across customers, competitors and partners — pattern recognition rather than one or two anecdotes.

2025 included Infocomm, Cisco Live, Intuit Connect, Xero U.S. Roadshow, Overland Expo PNW and GBTA.

Workstream 2

Industry contacts and corporate access

Group investor calls with known, high-quality contacts, drawing on comprehensive industry work. Run by an investment analyst, for investment analysts.

Recent access: Megaport (MP1-AX), Audinate (AD8-AX), WiseTech (WTC-AX).

Workstream 3

Timely coverage of datapoints and newsflow

High-frequency datapoints tracked between results — store networks, vehicle registrations, pricing, register moves — alongside company newsflow. Each lives in an interactive tracker, and when something moves, the callout lands in your inbox.

Live trackers include Lovisa (LOV-AX), ARB (ARB-AX) and GPU rental pricing.

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The datapoints that matter, as they move

Latest insights from the trackers — searchable by company and sector — plus the full library of interactive trackers and datasets behind them.

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Latest insights
ARB-AX
Vehicle registration trends between results
Consumer · ARB datapoints
Clients
LOV-AX
Store openings and closures by market
Consumer · Lovisa store tracker
Clients
GPU PRICING
GPU rental price moves
Technology · Latitude.sh rental pricing
Clients
Trackers and datasets
LOV-AXLovisa store tracker
ARB-AXARB datapoints
NCK-AXNick Scali UK
GPU PRICINGLatitude.sh rental pricing
REGISTERFund manager interests
FIELD LOGWhere is Quinn

Over a decade of listed equity research across buy-side and sell-side

Sell-side coverage of small caps, large cap consumer and large cap technology.
Led the #2 Peter Lee rated Technology team. Co-head or team member of top 3 rated Consumer and Small Caps teams.
Broad buy-side experience across sectors, market caps and geographies.
Previously
Previous employers: Pie Funds, Macquarie, Ellerston Capital, J.P. Morgan, Credit Suisse, Deloitte

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Field notes and result reads, straight to your inbox. Platform access for clients on request — quinn@confluenceresearch.com.au.