An Aussie small cap providing mission critical software
By Joe Magyer
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
By Joe Magyer
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.
Australian technology: a minefield with some diamonds
Joe Magyer shares his views on the technology sector in Australia.
A high-quality growth stock with a very long runway
By Joe Magyer
The recent correction in high growth names provided us with an opportunity to establish a starter position in what we believe is a high-quality business with a very long growth runway.
Recent Commentary





- An underfollowed small-cap with strong growth potential February 23, 2021
- Principles to steer you through investment shoal February 15, 2021
- Lakehouse Capital – Webinar and Q&A January 2021 January 7, 2021
- A global marketplace leader you’ve never heard about December 11, 2020
- Buy Hold Sell: 5 stocks sailing on structural tailwinds November 6, 2020
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