In my time at Montgomery, I’ve learnt many valuable investment lessons. Here, I want to share three key lessons that have been instrumental to the way I make investment decisions. Continue…

by Lisa Fedorenko Posted in Investing Education.

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Continuing with the culinary theme, this blog is designed to be a recipe for generating ideas. Before we go into details – it is important to consider the question – how do you like your eggs? For just as people have unique preferences here – different recipes are required for various investment styles. This blog goes through some idea cooking guidelines for five separate styles: Continue…

by Lisa Fedorenko Posted in Investing Education.

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One question I found myself being asked repeatedly is, how do I look at a new stock? So, I thought I’d share a high-level recipe of what buy-side analysts do.
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by Lisa Fedorenko Posted in Investing Education.

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In this week’s video insight Lisa identifies a company in the online gaming industry that has achieved competitive advantage and is emerging as a market leader.

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by Lisa Fedorenko Posted in Video Insights.

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You may not be too familiar with Steadfast Group (ASX: SDF) and AUB Group (ASX: AUB), but these insurance brokers are high quality businesses in an industry with high barriers to entry. Which is why we are very happy to hold them in our funds. Continue…

by Lisa Fedorenko Posted in Insurance, Stocks We Like.

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Over the years, I’ve received copious advice which has made me a better investor. Today I wanted to share three pieces of rather direct advice which helped me make the most out of meetings. Continue…

by Lisa Fedorenko Posted in Insightful Insights, Investing Education.

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I recently had the privilege of attending a mindfulness workshop hosted at Deutsche Bank for the Junior Women in Markets Committee (this is a fantastic network for women working in Australian equity markets). I wanted to share the exercises we learnt, but also explain the value of practicing mindfulness in investing. Continue…

by Lisa Fedorenko Posted in Insightful Insights.

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“Whatever your job is, the chances are that one of these machines can do it faster or better than you can.” Sound familiar? It’s from a tabloid (the Daily Mirror) back in 1955. This was first instance where the media headlines fuelled fears that artificial intelligence (a term coined by mathematician John McCarthy), would lead to mass unemployment. Continue…

by Lisa Fedorenko Posted in Technology & Telecommunications.

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On International Women’s Day last week, Sheryl Sandberg launched a new #MentorHer campaign. Mentoring is something I’ve done voluntarily both formally and informally for a number of years. It can be enormously gratifying and this campaign got me thinking about why it’s so important. Continue…

by Lisa Fedorenko Posted in Insightful Insights.

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“I believe a management team is focused first and foremost on figuring out a way to consistently provide great value for its customers can be a durable competitive advantage”, [1] wrote John Huber of Saber Capital in a recent presentation to Google. Continue…

by Lisa Fedorenko Posted in Insightful Insights.

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