What We’re Doing Right Now

The number of countries with confirmed cases of Covid-19 has exploded from 41 to 108 in the 15 days since we first wrote at length about the situation. Nevertheless, our core strategy of investing in growing, high-quality companies for the long-haul remains as true today as ever.

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How We’re Thinking About the Coronavirus

Worries about the explosive growth in the number of coronavirus (Covid-19) cases have gripped global markets. Nonetheless, we’re continuing to back well-run businesses with bright long-term prospects and letting the fullness of time do the heavy lifting for us.

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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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