TKs Q3 Newsletter

Posted By The TK Team

Sep 30 2025

Welcome back to TKs Quarterly Letter!

We hope you’ve all had a great Q3 - we certainly have! In this edition, we’re diving into what’s been making waves lately, from big leaps in AI innovation to (you guessed it) another round of Trump tariffs! Keep reading to see what we've been up to!

Rethinking product innovation from an AI-first mindset

Read our latest expert insights on why an AI-first mindset is redefining product innovation. From AI-enhanced features to AI-first platforms, this shift is reshaping how businesses design, build, and deliver value through intelligence, adaptability, and continuous learning - transforming user experiences and competitive advantage in the process.

Read Here

TK listed Coverage

The latest topics we’ve been covering

Curious which ASX-listed companies we’ve been covering recently? 🎥 Check out this short video - and if you’d like insights on ASX-listed companies, we’d love to help.

What we're talking about on the group chat:

🚀 Trump's Tariffs on Pharmaceuticals

🚀 Amazon!

🚀 11 Stocks to Ride the Big Shifts in Markets (AFR)

🚀 China banning BHP Iron Ore (AFR)

🚀 Healthscope

🚀 The long weekend!

Spotlight on the Experts

Simon Thompson

Founder & Development Director at TMo Development

Simon is a seasoned development and property leader with extensive experience in the quick service restaurant (QSR) sector. Over his career, he has overseen the rollout of hundreds of new restaurant sites, guided national expansion programs, and built high-performing development teams. His expertise spans the full development cycle - from market planning and site acquisition to design, construction, franchising, and commercial negotiations. Known for combining strategic insight with practical execution, Simon has helped QSR operators grow efficiently while keeping costs down and creating long-term value. He has introduced smarter, more sustainable approaches to expansion that allow brands to scale at pace without compromising quality. With a clear focus on delivering results in highly competitive markets, Simon continues to shape the way QSR networks expand and succeed.

Sean Ralphsmith

Former Chief Executive Officer at Dennis Family Homes

Sean is an experienced CEO and business leader with deep knowledge of the housing and construction market. Over his career, he has led major residential building businesses, overseen large-scale retail and distribution networks, and guided complex transformations across operations, supply chains, and culture. Most recently, he successfully steered Dennis Family Homes through its divestment while also expanding into social housing and medium-density developments. With a strong focus on delivering growth in highly competitive markets, Sean combines commercial insight with a hands-on approach to execution. He has consistently helped organisations adapt, diversify, and achieve sustainable results, particularly in the housing sector where affordability, community needs, and market pressures all converge. He provides extensive insights into this sector, helping stakeholders understand market trends, identify opportunities, and make informed strategic decisions.

Discover more from us!

Australia’s Expanding Role in the Sustainable Transition

Read our expert-written insights piece on how Australia’s role in the sustainable transition is expanding beyond clean energy. From industrial decarbonisation to circular supply chains and resilient infrastructure, this shift is reshaping how businesses plan, invest, and operate in a lower-impact future.