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.”

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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 half years before investing.

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