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.
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.
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.
2 red flags growth investors should watch
Joe discusses the red flags he’s wary of during this point of the market cycle.
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.
