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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2 red flags growth investors should watch

Joe discusses the red flags he’s wary of during this point of the market cycle.

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Beware the Chinese slowdown

Whilst we are business-focused investors who do not spend a whole lot of time on macroeconomics, it would be remiss of us to not acknowledge the slowdown facing the Chinese economy.

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