In this week’s video insight Lisa provides an argument to challenge the phrase “I will never buy above valuation” and discusses three circumstances where it makes sense to buy above intrinsic value.

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by Lisa Fedorenko Posted in Editor's Pick, Video Insights.

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“Only when you combine sound intellect with emotional discipline do you get rational behaviour” Warren Buffet. It is in the pursuit of such rational decisions that outside of bottom up company analysis, I spend a lot of time exploring and understanding cognitive biases. Continue…

by Lisa Fedorenko Posted in Investing Education.

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Recently there has been growing press and talk about the rising costs of health insurance and private patients going through public hospitals. In particular (click for article), Bill Shorten recently commented that “Prices are up, profits are up, quality and value down. Australians are paying a lot more for their health insurance policies and getting a lot less.”
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by Lisa Fedorenko Posted in Health Care.

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This is a follow-up piece to part 1, in which we discussed some of the technical limitations of the Bitcoin blockchain implementation. Today I’m going to give a brief introduction to seven[1] alternative cryptocurrencies. I will start with four strongly performing currencies which aim to address some of the issues in Bitcoin. Then I’ll introduce three more amusing alternatives. Continue…

by Lisa Fedorenko Posted in Editor's Pick, Foreign Currency.

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With all the volatility and noise around Bitcoin – we’ve written a few pieces about it here and here. Whilst it may have a first mover advantage – that doesn’t make it the only cryptocurrency worth understanding. Today I want to discuss some of the technical limitations of bitcoin. Continue…

by Lisa Fedorenko Posted in Editor's Pick, Foreign Currency.

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Having finished an advanced mathematics degree, one question my peers often ask me is how does maths fit into investing? Today I wanted to focus on one of the ways maths can help shape investing decisions – in particular: probability distributions. Continue…

by Lisa Fedorenko Posted in Investing Education.

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As an investor, there’s a lot to love about private hospital businesses, like Ramsay Healthcare (ASX:RHC) and Healthscope (ASX:HSO). For a start, they’re hard to disrupt. They also benefit from Australia’s ageing population, with its rising demand for health services. But the factors that influence profitability are a bit more complex. Continue…

by Lisa Fedorenko Posted in Companies, Health Care.

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What type of investor are you? When you make investment decisions, do you rely more on ‘gut feeling’, or analysis? It’s an important distinction. Because understanding the way you make decisions – fast or slow – can help you make better ones. Continue…

by Lisa Fedorenko Posted in Investing Education.

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Human brains are incredible – the average generates 50, 000 thoughts per day. Our thoughts and actions are a combination of rational analysed outcomes, and more automated responses – biases we’ve developed over centuries of evolution. Continue…

by Lisa Fedorenko Posted in Investing Education.

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Earlier this year we wrote about why we liked SpeedCast (ASX: SDA). Since May, we’ve seen another acquisition and the financial results – and a lot of volatility. Let’s look at these things one at a time. Continue…

by Lisa Fedorenko Posted in Companies.

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