The key elements of a rock-solid balance sheet
Chief Investment Officer, Joe Magyer, recently caught up with Livewire Markets to get provide his view on the most important elements to focus on when assessing the strength of a company’s balance sheet.
Lakehouse Capital – Client Webinar and Q&A
Lakehouse Capital recently hosted a client webinar and live Q&A. Lakehouse’ Chief Investment Officer, Joe Magyer and Senior Analysts, Donny Buchanan and Pooja Shirangi discussed the Lakehouse investment philosophy and process, performance of the Funds, their observations, and concluded by answering many of our investors questions.
It’s not the level of cash you hold, but how you deploy it
While many investors focus on the level of cash held, it’s the positions in the other 85-95% of the portfolio that really matter. Joe caught up with Livewire to discuss how he and the team are positioning for the new investing environment.
5 Questions We’re Hearing From Investors Right Now
Record volatility has led many investors to get in touch with us on a range of questions. We’re guessing many of you have the same questions so we thought it would be helpful to reach out to all our investors with our thoughts.
What We’re Doing Right Now
The number of countries with confirmed cases of Covid-19 has exploded from 41 to 108 in the 15 days since we first wrote at length about the situation. Nevertheless, our core strategy of investing in growing, high-quality companies for the long-haul remains as true today as ever.
Recent Commentary
- High conviction investing amid a downturn December 4, 2023
- This healthcare name just keeps on delivering August 17, 2023
- Investing through the cycle (and a stock that passes our filters) August 7, 2023
- Building a World Cup winning portfolio July 6, 2023
- Unwrapping Growth Investing April 29, 2023
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