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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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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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
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