The 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
Read More
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
Read More
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
Read More
Afterpay, global growth investing, and more…
Joe Magyer gives a deep dive on the critical elements of investing in tech locally and globally.
Read More
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.
Read More
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.
Read More
2 red flags growth investors should watch
Joe discusses the red flags he’s wary of during this point of the market cycle.
Read More
Australian technology: a minefield with some diamonds
Joe Magyer shares his views on the technology sector in Australia.
Read MoreRecent Commentary
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 More