The Patient Investing Blueprint

By: Blue Stamp Company
  • Summary

  • Hosted by Blue Stamp Company's Brock McCamley, who is the Portfolio Manager of the Blue Stamp Trust, The Patient Investing Blueprint is a podcast about business and long-term investing. The Blue Stamp Trust, started in 2010 by ex-athlete Luke Trickett, is an Australian investment fund focused on delivering absolute returns over the longer-term for its investors exceeding 10% per annum through passing on the custody of our capital to capable management teams, managing high quality businesses, at attractive prices. For more, please visit https://www.bluestampcompany.com/
    Blue Stamp Company
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Episodes
  • Episode 1: Redefining B2B payments with Luke Trickett from Marmalade
    Sep 30 2024

    The maiden episode of the The Patient Investing Blueprint is about a topic near and dear to the hearts of Blue Stamp investors - invoice payments. Many small businesses in Australia (and globally) suffer from poor cash flow as a result of offering lengthy payment terms on their invoices which often are paid late, and sometimes, not at all!

    Marmalade is a core holding in the Blue Stamp Trust, the only fund managed by Blue Stamp Company, and an invoice payments company started to solve this massive problem for the many SMBs that haven't traditionally been able to access a cash flow solution that didn't add risk to their business.

    In this episode, Blue Stamp's Portfolio Manager, Brock McCamley, sits down with Marmalade co-founder Luke Trickett to chat about Marmalade, the problems it solves in the market, how it's different to existing solutions out there, and the secret sauce (better put, "sauces") that will insulate it from competitive threats.

    The Owner's Manual that was spoken about at 46:40 can be found here. For more information on Marmalade, please visit the website https://www.withmarmalade.com.au/

    For more information about Blue Stamp Company and the Fund it manages, please visit https://www.bluestampcompany.com/

    Hope you enjoy!

    BM.

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    58 mins

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