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
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
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
Read More
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
Read More
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
Read More
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
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
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
Read More