Tourism stocks have their day in the sun
By Joe Magyer
Take it from an American who has settled in Sydney: Australia is a glorious place to live, work and play.
FANGs are no threat to Australian Banks (but here’s what you should worry about)
By Joe Magyer
Facebook, Amazon, Netflix and Google (part of Alphabet) have changed the way we live, work, play and transact.
Taking the Broader View
By Joe Magyer
I get it – I’m an investor myself – and no matter the story a company tells today its financial statements will eventually act as its report card.
The Great Consumer Revolution
By Joe Magyer
We’re excited to have set a target launch date for the upcoming Lakehouse Global Growth Fund that we’re keen to share.
Urbanisation: How the great migration is turbocharging wealth
By Joe Magyer
Rural dwellers around the world are gravitating towards cities in waves that are shifting the ways we live, work, play, and spend — and the investing implications are vast.
Recent Commentary
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Afterpay's opportunity much bigger than the market realises -
Daily Unit Pricing: The Lakehouse Global Growth Fund -
3 Key Insights from the World’s Premier SaaS Event -
A Quick Word About Volatility -
Are the big banks finally cheap?
- Afterpay’s opportunity much bigger than the market realises February 26, 2019
- Daily Unit Pricing: The Lakehouse Global Growth Fund February 15, 2019
- 3 Key Insights from the World’s Premier SaaS Event February 8, 2019
- A Quick Word About Volatility October 11, 2018
- Are the big banks finally cheap? October 8, 2018