Videos & Podcasts
Insights - All Posts
Podcast | Beyond the AI hype: Understanding Cloud Computing’s Real Moats
December 9, 2025
What do Costco, Spotify, and a flooring retailer have in common? They all harness a rare business superpower: the flywheel effect. Join Andy and Lachie as they reveal how patient capital, psychological discipline, and customer obsession create unstoppable companies—and how you can spot them early.
Podcast | Why High PE Ratios Don’t Always Mean Overvaluation
November 11, 2025
Andy shares our investment philosophy and why traditional metrics like PE ratios can be misleading when evaluating companies with transformational growth potential.
Quarterly Video: Q3 2025
November 7, 2025
We share our investment strategy and portfolio performance amid recent political and macroeconomic uncertainty. We maintain focus on long-term opportunities and shed light on several key holdings beyond our core positions.