How to size up a company’s management like a professional investor
By Joe Magyer
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
By Joe Magyer
Lots of companies boast that a big slice of their revenue is recurring, and with good reason.
A Quick Catch Up On Our Fund
By Joe Magyer
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/
Going the Extra Mile
By Joe Magyer
We go a long way to get to know our companies. Very long.
How to Prosper From an Ageing Australia
By Joe Magyer
“Just remember, once you’re over the hill, you begin to pick up speed.” — Charles Schulz.
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