articles by Lisa Fedorenko
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Why you should use more than one metric when valuing a company
Lisa Fedorenko
June 1, 2017
When considering companies to invest in, there are a range of valuation techniques you can choose from. Each has its own flavour – its unique merits and pitfalls. But which one to use? Or should you use more than one? Continue…
by Lisa Fedorenko Posted in Investing Education.
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Why we like speedcast
Lisa Fedorenko
May 23, 2017
SpeedCast International (ASX: SDA) is a company that doesn’t grab many headlines, but we think it’s worth watching. The company is a leading global network and satellite communications service provider, and is strongly positioned to benefit from growing data demand. Reflecting its potential, the share price has doubled over the last two years. Continue…
by Lisa Fedorenko Posted in Companies.
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How network effects are made – and broken
Lisa Fedorenko
May 10, 2017
Look at any tech IPO nowadays and I bet you come across the term “network effects”. Network effects give a business a strong competitive advantage and are a source of value creation. So, what are they, how do they come about, and how can they be disrupted? Continue…
by Lisa Fedorenko Posted in Technology & Telecommunications.
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What to consider when valuing a company
Lisa Fedorenko
April 20, 2017
Have you ever wondered why analysts from different broking firms will value the same business quite differently? It often comes down to the assumptions they make, and the level of simplicity or complexity they build into their models. Continue…
by Lisa Fedorenko Posted in Investing Education.
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How can a business gain a competitive advantage?
Lisa Fedorenko
April 7, 2017
As value investors, we are always on the lookout for businesses with a competitive advantage. Having a competitive advantage can give a business an edge over rivals and an ability to generate greater value for shareholders. But what do we really mean by competitive advantage, and how does it come about? Continue…
by Lisa Fedorenko Posted in Market commentary.
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Thought Diversity
Lisa Fedorenko
March 29, 2017
When problems get more complex, considering a broader range of outcomes and actions can lead to better end results.
by Lisa Fedorenko Posted in Video Insights.
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With advertising going digital, what now for traditional media?
Lisa Fedorenko
March 24, 2017
Few industries have been as radically transformed by the internet as advertising and, in turn, traditional media (newspapers, TV and magazines). A couple of decades ago, print media was critical to reaching an audience; now it’s relevance has significantly declined. And this switch in advertising spending from traditional media to digital media shows no sign of letting up. Continue…
by Lisa Fedorenko Posted in Technology & Telecommunications.
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ETFs inevitably boost the value of fewer outperformers
Lisa Fedorenko
March 3, 2017
Across the investment world, ETFs are on the rise. And for good reason – as Tim recently noted, ETFs outperform many actively managed funds. But the growing popularity of ETFs is having another consequence – it is making outperforming managed funds even more valuable, and pushing underperforming funds out faster. Continue…
by Lisa Fedorenko Posted in Investing Education.
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Why our oil refineries are shutting down
Lisa Fedorenko
February 21, 2017
Back in the 1960s, manufacturing contributed 25% to Australia’s GDP. Today, this figure has dropped below 9%, largely due to an inability to compete on cost. A similar story has been playing out in our oil refining industry, where we have seen refinery after refinery shutting down. This has led us to ask: does our oil refining industry have a future and, if so, what does that future look like? Continue…
by Lisa Fedorenko Posted in Energy / Resources.
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Watch out for the market disruptors
Lisa Fedorenko
February 6, 2017
In our globalised, high-tech world, market disruptors – like Aldi, Amazon and artificial intelligence – are coming faster than ever before. Disruptors can have a massive impact – positive and negative – on holdings in your portfolio. Which is why, as investors, it’s essential to stay tuned to what could be next. Continue…
by Lisa Fedorenko Posted in Market commentary.
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