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 as “You never go broke taking a profit.”
Afterpay, global growth investing, and more…
Joe Magyer gives a deep dive on the critical elements of investing in tech locally and globally.
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.
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.
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 half years before investing.
