Video Insights
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Aristocrat’s Advantage
Lisa Fedorenko
May 1, 2018
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.
by Lisa Fedorenko Posted in Video Insights.
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How will the banks do in the first half results?
Stuart Jackson
April 24, 2018
In this week’s video insight Stuart discusses the banks. They have dominated the media headlines for all the wrong reasons recently. Given this backdrop, first half results come at a very interesting time.
by Stuart Jackson Posted in Editor's Pick, Video Insights.
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Is BT Investment Management suffering from style headwinds?
Tim Kelley
April 17, 2018
In this week’s video insight Tim discusses a position The Montgomery Fund recently took in BT Investment Management (ASX:BTT).
by Tim Kelley Posted in Video Insights.
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Bill Shorten wants your grandparents’ last $45
Roger Montgomery
March 21, 2018
In this week’s video insight Roger discusses Bill Shorten’s attack on franked dividends. He’s simply putting millennials against baby boomers. Is voting for Labor a vote against your parents and grandparents?
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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Do you have enough global equities exposure in your portfolio?
David Buckland
March 13, 2018
In this week’s video insight David compares Australia’s top five businesses to the global top five and provides various observations. Interestingly, there are only three non-American businesses in the global top ten. Do you have enough global equities exposure in your portfolio?
by David Buckland Posted in Video Insights.
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Never say never
Lisa Fedorenko
February 20, 2018
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.
by Lisa Fedorenko Posted in Editor's Pick, Video Insights.
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Why we aren’t concerned to see volatility rising
Tim Kelley
February 13, 2018
In this week’s video insight Tim gives you a perspective on how we’re thinking about the recent market moves and trying to position for a good long-run outcome for our investors.
by Tim Kelley Posted in Editor's Pick, Video Insights.
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The most common mistake made in estimating the value of a company
Stuart Jackson
January 30, 2018
In this week’s video insight Stuart discusses discounted cash flow valuations and the most common mistake made in estimating the value of a company using this valuation methodology.
by Stuart Jackson Posted in Editor's Pick, Video Insights.
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How does big data impact businesses?
Scott Shuttleworth
January 16, 2018
In this week’s video insight Scott discusses big data and how companies can exploit this data for sales and profitability improvements.
by Scott Shuttleworth Posted in Video Insights.
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What’s the conundrum investors face today?
Roger Montgomery
November 14, 2017
In this week’s video insight, Roger discusses the conundrum investors face today, looking at two parts of the investment equation the economy and prices and other factors.
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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