founder-led

Latest news and analysis on founder-led

Investment Theme

Finding the edge of greatness

Something interesting happened a month ago. I woke up on the 9 November and found one of the companies in our portfolio had rocketed overnight. And by rocketed, I...
Lawrence Lam
Lumenary Investment Management
Education

Now is the time to beat the fundies

Plenty of commentary has already been written about the economic impact of COVID-19. Whilst these opinions make for interesting reading and dinner table debate, they...
Lawrence Lam
Lumenary Investment Management
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