The single most important concept in markets today

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Livewire Markets

In the wake of the Global Financial Crisis, the world shifted away from the Yellow Pages. Now, they’re merely used as seat boosters. Joe Magyer, CIO at Lakehouse Capital, says this wasn’t a one-off event. Whilst COVID-19 has brought its fair share of panic, disaster and confusion, it’s been instrumental in speeding up the digital revolution. According to Joe, the digital revolution is the most important concept in investing today.

In this short video, he shares why he is willing to pay a premium for e-commerce companies that have swiftly adapted to conditions, and reveals one stock that is gobbling up market share of this growing market. 


Take a different approach to investing

Lakehouse Capital embraces a long-term, high-conviction approach that seeks asymmetric opportunities. Hit the 'contact' button below to find out more.

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