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