Screening for dynamic, underfollowed smaller companies
We have three philosophical tenets that inform our approach to screening.
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Fascinations: investment management can learn from sport
The ‘big man’ problem in investment management
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The Lakehouse Small Companies Fund has lowered its initial minimum investment
We’re pleased to announce that the Lakehouse Small Companies Fund has lowered its initial minimum investment from $250,000 to $100,000.
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Afterpay’s opportunity much bigger than the market realises
Three key takeaways from today's report.
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Daily Unit Pricing: The Lakehouse Global Growth Fund
Daily unit pricing: The Lakehouse Global Growth Fund has now moved to daily unit pricing
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3 Key Insights from the World’s Premier SaaS Event
SaaStr is the premier global gathering of founders and investors with SaaS on their minds. The event has immense gravitational pull with over 12,000 attendees
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Are the big banks finally cheap?
Investors hoping that the big banks will recapture their valuations of yesteryear could be waiting a long time.
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Good or bad, luck plays a part in all investing outcomes
The more an investor sticks to a defined process, though, the better the odds of playing an increasing role relative to luck.
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Network effects: when big gets very big very quickly
Think marketplaces, exchanges, payment networks, social networks, or any other form of business exhibiting network effects.
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