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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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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An Aussie small cap providing mission critical software
This is a company that we followed for a long time, in fact we met with the management team five times over two and a
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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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Beware the Chinese slowdown
Whilst we are business-focused investors who do not spend a whole lot of time on macroeconomics, it would be remiss of us to not acknowledge
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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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