How We’re Thinking About the Coronavirus
Worries about the explosive growth in the number of coronavirus (Covid-19) cases have gripped global markets. Nonetheless, we’re continuing to back well-run businesses with bright long-term prospects and letting the fullness of time do the heavy lifting for us.
The power of letting winners run
Handling winners is a complex task, especially at the extremes. Conventional wisdom is keen on locking in profits with some form of the saying such as “You never go broke taking a profit.”
Afterpay, global growth investing, and more…
Joe Magyer gives a deep dive on the critical elements of investing in tech locally and globally.
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.
