Buy Hold Sell: 5 stocks sailing on structural tailwinds

Lakehouse Chief Investment Officer, Joe Magyer, recently featured on Livewire’s ‘Buy Hold Sell’. In this episode, Joe and Bob Desmond from Evans & Partners share their insights on the companies benefitting from structural growth trends.

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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 their thoughts on the Australian and global reporting seasons, outlined their reasons for optimism and provided a 2020 fiscal year update on how our Smaller Companies and Global Growth Funds have performed and how the funds are positioned for the years ahead.

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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, particularly in the wake of a pandemic.

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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 have swiftly adapted to conditions. Joe discusses why portfolio company Paypal is gobbling up market share of this growing market.

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Joe 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 Global Growth Fund.

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