Why the Global Game Has Changed
98% of the world’s equity market value is listed outside Australia.
How to size up a company’s management like a professional investor
Talking to a company’s leaders would seem a commonsense way to turbocharge one’s knowledge of the business. Curiously, though, not all investors agree.
Tales of the Economic Hydra
Lots of companies boast that a big slice of their revenue is recurring, and with good reason.
A Quick Catch Up On Our Fund
Given the enthusiasm for this new venture we thought we’d say a quick g’day, wish you happy holidays, and update you on where things stand with the Lakehouse Small Companies Fund/
