Afterpay Touch: In-Depth Idea Presentation

Joe Magyer of Lakehouse Capital presented his in-depth investment thesis on Afterpay Touch (Australia: APT) at Best Ideas 2018.

Afterpay Touch is a little-followed, fast-growing company based in Melbourne, Australia. The company’s core offering, Afterpay, is a “buy now, pay later” consumer payment platform that in just over three years has reached acceptance at more than 10,000 online retailers. Afterpay, which is now used by 1.3+ million Australians, is also expanding into new adjacent verticals, including travel, in-store retail, and new countries, which have high ceilings.

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About the instructor:

Joe Magyer is the Chief Investment Officer of Lakehouse Capital. He’s also the Portfolio Manager of the Lakehouse Small Companies Fund, and the Lakehouse Global Growth Fund. He has held senior investing roles in both the USA and Australia and has been with the company for 10 years. He previously served as Director of Research at The Motley Fool Australia as well as the Portfolio Manager of Australia’s Motley Fool Pro, a real-money portfolio with a long-only, ASX-spanning mandate. During Joe’s tenure at Motley Fool Pro, from inception at the end of March 2014 through mid-August 2016, the portfolio returned a cumulative total return of 81.8% vs. 14.9% for its benchmark, the ASX All Ordinaries Accumulation Index. Before making the leap to Australia, Joe served as the Lead Advisor of Motley Fool Inside Value, which was recognised by The Wall Street Journal and Hulbert Financial Digest for outstanding performance. Joe is also known for his columns for the Australian Financial Review and regular appearances on the likes of CNBC and Sky News Business. Joe holds a Bachelor of Business Administration from the University of Georgia and a Master of Science in Finance from Georgia State University. He is a CFA charterholder.

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