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The success of Netflix’s mission, “to entertain the world”, relies on two critical factors ― content and delivery.

The phenomenal worldwide success of Squid Game on Netflix is unsurprising to those who watch the company closely. Netflix has built its impressive and diverse content...
Lachlan Hughes
Swell Asset Management
Equities

Our quirkiest and most differentiated position yet

Games Workshop was founded by three schoolmates in London in 1975, as a manufacturer of wooden boards for games (the founders are no longer with the company).  Not...
Joe Magyer
Joe Magyer
Lakehouse Capital
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