Inside Lakehouse Capital: Strategic edges, compounding wins & global fund insights

In this Australian Investors Podcast episode, your host Owen Rask is joined by Donny Buchanan and Nick Thomson of Lakehouse Capital to discuss:

– Why only a few stocks drive long-term returns

– Lakehouse Capital’s focus on strategic moats and secular tailwinds

– How MercadoLibre and ServiceNow exemplify network effects and customer loyalty

– The discipline behind concentrated portfolio management and valuations

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Topics Covered

– Strategic edges: IP, network effects & customer loyalty

– MercadoLibre & ServiceNow: Real-world moat examples

– Why long-term holding & alignment matter

– How Lakehouse evaluates, sizes & sells global positions

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DISCLAIMER

This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.

If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.

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