Chris Judd's Talk Ya Book Podcast · Chris Judd's Talk Ya Book

Harley Grosser

July 30, 2024·16 min·1 clip
Harley Grosser explains why marketplaces are hard to build but become self-sustaining, requiring periodic 'stoking of the fire'.
Investment professional Harley Grosser from HD Capital Partners analyzes Airtasker (ASX: ART), explaining his value investing framework and making the case for the online marketplace. He details Airtasker's business model, growth strategy through media-for-equity deals in Australia and the UK, and why he sees significant upside potential.

As heard by us

A disciplined small-cap discussion that frames Airtasker through cash flow, alignment, and the real cost of brand investment.

Harley Grosser takes a disciplined value-investor view of Airtasker, keeping the focus on cash flow, management alignment, and whether the business can handle stronger brand investment without losing cash discipline.

Read the full review in PlayNext →

Why you'd press play

A value investor walks through Airtasker without hiding the accounting.

Read the full recommendation in PlayNext →
Listen to the show on