Congrats @Bear77 -- a well articulated investment thesis that is playing out nicely. A 60% capital gain in the last year is a nice recognition of that.

Aussie Broadband is a great example of how you can get ahead by a relentless focus on the customer experience. It warms my heart to see them taking share from the likes of Telstra and Optus, who are hopeless on that front (in my direct experience).

It's also a good reminder that Gaurav is one of the few pundits well worth listening to. We'll have to get him back on for another chat.