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How Lakehouse Capital finds winning businesses: Strategic moats, global growth & compounding returns

This episode of The Australian Investors Podcast features a deep dive with the team from Lakehouse Capital. Donny and Nick explain how they identify and back high-quality global businesses, what gives them a strategic edge, how they manage concentrated portfolios, and why compounding and time are the ultimate tools in wealth creation.

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About this episode

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

 

If you love learning about global investing, high-quality businesses, and portfolio construction, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!

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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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