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Hunters and Harvesters Part 4

Bringing hunting and harvesting together

B

Ben Williamson

7 November 2026 · 3 min read

I’m writing this from Hearts and Minds in Queenstown. It’s a great place to visit, and an amazing reminder of how investors think and what gets them excited.

It isn’t a company’s past. It’s the assets it has, the journey it’s on, and any inflections in the business that haven’t been priced in yet. In short: why now? Why will the business be worth more in 12 months than it is today?

That’s the IR job. As we’ve been talking about, you need to do it at big events like this (hunting) and five days a week on-market (harvesting).

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