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.
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.
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.
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.
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.
