Four companies we’re happy to back

Chief Investment Officer, Joe Magyer recently caught up with Livewire Markets to discuss how the funds have benefited from the dramatic shifts in the way

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The key elements of a rock-solid balance sheet

Chief Investment Officer, Joe Magyer, recently caught up with Livewire Markets to get provide his view on the most important elements to focus on when

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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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5 Questions We’re Hearing From Investors Right Now

Record volatility has led many investors to get in touch with us on a range of questions. We’re guessing many of you have the same

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What We’re Doing Right Now

The number of countries with confirmed cases of Covid-19 has exploded from 41 to 108 in the 15 days since we first wrote at length

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How We’re Thinking About the Coronavirus

Worries about the explosive growth in the number of coronavirus (Covid-19) cases have gripped global markets. Nonetheless, we're continuing to back well-run businesses with bright

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The power of letting winners run

Handling winners is a complex task, especially at the extremes. Conventional wisdom is keen on locking in profits with some form of the saying such

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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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