growth investing

This episode of Success and More Interesting Stuff features high-profile fund manager Geoff Wilson, my former boss and colleague. I went to work for him in the...

Microcaps are a big universe and screening tools help you sort through it, but they're blunt tools on their own. Luke Winchester from Merewether Capital believes that...

Making profits is better than bleeding cash, obviously. But as a microcap investor, Merewether Capital founder Luke Winchester takes a more nuanced view. For young...

The lightning bolt of Afterpay might never strike again, but that shouldn't stop investors from seeking less dramatic multi-bagger businesses, says Merewether Capital...

Growth stocks have driven global equity markets higher over the past few years, but greater volatility in early 2021 may suggest that growth investors face a more...

Companies that are sitting in Australia with offshore earnings can be quite interesting in terms of investment potential. It might surprise people, but over 40% of the...

My previous article described why, with stocks down, fundamentals up, and mass institutional selling, now was the time to allocate to growth. In this article, I'll...

Why invest The simple answer to the fundamental question of why we invest is of course to make money. Perhaps to build personal wealth, or perhaps to build a...

In the past we have commented several times on the relative performance of value vs growth investing, including this article from the middle of last year, which...

High stock prices aren’t necessarily expensive, embrace a buy-and-hold mentality, and don’t spread your net too wide: these are core principles for Hyperion’s CIO and...

While there has been a recent resurgence in some cyclical sectors like mining and energy on the back of the ‘reflation thematic’, we believe the longer-term outlook...

In the February 2021 monthly update for the Platinum International Fund, we noted that: “When we look at long term (i.e. 35 years) valuation analysis, relative to...

2020 was a once-in-a-generation opportunity for pure-play ecommerce businesses, and there was a lot of money to be made by investors. However, as we move into 2021, is...

Just as many of today’s most successful companies started out as micro-caps, some of the current cohort of ASX-listed earlier-stage companies are now graduating to...

Value investing is one of the oldest and most intuitive styles of equity investing. Often more formally defined as an investment strategy of aiming to pick stocks that...

Previously an actuary, Andrew Martin knows the importance of “valuing future financial risk" within investing better than most, especially in a world of relentless...

Structural headwinds COVID-19 has wreaked havoc on the global economy, adding to a growing number of headwinds which include high levels of debt, an ageing...

The Covid Crash was a stark reminder of the virtues of a long-term mindset and a focus on high-quality companies. It’s old hat for us at Lakehouse Capital, though,...

When we think about growth versus value, and this is very topical now because growth stocks are doing well, I think it's important to recognise that this has actually...

Companies go through life cycle changes just like people do. Where individuals can experience childhood, college, raising children and having careers, companies might...