Education
Joe Magyer

One of the first questions we get from potential investors is how we whittle down our investable universe. Our preferred approach is to take the long, scenic route: lots of reading, meetings, and competitive analysis that leads us from one opportunity and ecosystem to another. It’s an enjoyable process, however,... Show More

Equities
Alex Cowie

With the Easter and Anzac period upon us, for some holiday reading, we’ve rounded up and summarised a baker’s dozen of the top wires of 2019 so far, including some of the most popular stock ideas, fundie interviews and big picture wires. 3 unmissable fundie interviews If you missed it, in... Show More

Equities
Joe Magyer

At Lakehouse Capital we're always on the lookout for industry leaders that are gaining share of growing markets. We backed two more recently and discussed the investment cases for them in our latest investor letter. Audinate, a clear market leader Audinate provides digital networking hardware and software to the professional audio-visual (AV)... Show More

Expert Insights

What are the attributes that make for a genuine blue-chip company? For Joe Magyer at Lakehouse Capital he’s on the hunt for stocks with really high levels of recurring revenue, pricing power, gaining share in growing markets and high customer retention rates. “In my experience if a company doesn’t publish its... Show More