The holy grail of investing
Chief Investment Officer, Joe Magyer recently caught up with Livewire Markets to explain why the most important consideration when investing is a company's balance sheet,
Read MoreThe single most important concept in markets today
Chief Investment Officer, Joe Magyer recently caught up with Livewire Markets to share why he is willing to pay a premium for e-commerce companies that
Read MoreJoe Magyer’s ingredients for outperformance
Our Chief Investment Officer, Joe Magyer recently featured on Livewire Markets sharing his "ingredients for outperformance" and also discusses Twilio, a holding of the Lakehouse
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Lakehouse Capital – Client Webinar and Q&A
Lakehouse Capital recently hosted a client webinar and live Q&A. Lakehouse' Chief Investment Officer, Joe Magyer and Senior Analysts, Donny Buchanan and Pooja Shirangi discussed
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It’s not the level of cash you hold, but how you deploy it
While many investors focus on the level of cash held, it’s the positions in the other 85-95% of the portfolio that really matter. Joe caught
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Afterpay, global growth investing, and more…
Joe Magyer gives a deep dive on the critical elements of investing in tech locally and globally.
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Think twice the next time a company spruiks “network effects”
Joe walks through what he looks for as part of his investment process and discusses two tech stocks leveraging and monetising network effects effectively.
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What you can learn from this Monster investment thesis
Learn about how Joe came up with his Monster thesis, its growth prospects and why it may be bought by Coca-Cola.
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2 red flags growth investors should watch
Joe discusses the red flags he’s wary of during this point of the market cycle.
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Lakehouse Capital – Webinar and Q&A
Lakehouse Capital recently hosted a client webinar and live Q&A. Lakehouse’ Chief Investment Officer, Joe Magyer and Senior Analysts, Donny Buchanan and Pooja Shirangi discussed
Read More