Taking the Broader View
I get it – I'm an investor myself – and no matter the story a company tells today its financial statements will eventually act as
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The Great Consumer Revolution
We’re excited to have set a target launch date for the upcoming Lakehouse Global Growth Fund that we’re keen to share.
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Urbanisation: How the great migration is turbocharging wealth
Rural dwellers around the world are gravitating towards cities in waves that are shifting the ways we live, work, play, and spend -- and the
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Investors brace yourself: pace of technological change much faster than you think
Amazon blew some minds this week with the announcement that it would hire 120,000 workers in the US to help it navigate the holiday season.
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Questions Answered
The constitution for the planned Lakehouse Global Growth Fund was registered with ASIC late last week.
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Four steps to make you a better investor
Investing is a craft best practised by those who can bury their emotions and make decisions in a perfectly rational manner.
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Why the Global Game Has Changed
98% of the world's equity market value is listed outside Australia.
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How to size up a company’s management like a professional investor
Talking to a company's leaders would seem a commonsense way to turbocharge one's knowledge of the business. Curiously, though, not all investors agree.
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Tales of the Economic Hydra
Lots of companies boast that a big slice of their revenue is recurring, and with good reason.
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FANGs are no threat to Australian Banks (but here’s what you should worry about)
Facebook, Amazon, Netflix and Google (part of Alphabet) have changed the way we live, work, play and transact.
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