Video Insights
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A look into Steadfast’s FY19 earnings results
Joseph Kim
August 27, 2019
In this week’s video insight Joseph provides an update on Steadfast’s FY2019 results. Steadfast reported underlying earnings before interest, tax and amortisation of $193 million, which was a 17 per cent increase on 2018. The outlook bodes well for Steadfast shareholders in the medium term, with the market rewarding the result with a positive share price response despite the additional share issuance to raise capital for future acquisitions.
continue…by Joseph Kim Posted in Video Insights
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Should you stay as far away as possible from the WeWork IPO?
Andreas Lundberg
August 22, 2019
In this week’ video insight Andreas takes a closer look at the largest upcoming IPO – WeWork. WeWork provide office space on a temporary basis to business or individuals that either don’t want to commit to a longer lease or that only need office space temporarily. We think investors should be super cautious. Here’s why.
by Andreas Lundberg Posted in Video Insights
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What’s next for the residential construction industry?
Roger Montgomery
August 15, 2019
In this week’s video insight, Roger takes a look at what the future holds for the residential construction industry. We have maintained the view that retailers will report reasonable numbers for FY19 with construction activity still strong as homes that were ordered a year or two ago are still under construction. But once those homes are completed, will the picture for retailers deteriorate rapidly?
by Roger Montgomery Posted in Editor's Pick, Video Insights
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A currency war has been declared
Andrew Macken
August 6, 2019
In this week’s video insight Andrew discusses the recent sharp depreciation in China’s currency relative to the USD. This move was surely an intentional policy move and came just days after President Trump surprise-tweeted new tariff measures against Chinese imports to the US. So what does this currency war mean?
by Andrew Macken Posted in Video Insights
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One thing to look out for this reporting season
Stuart Jackson
July 30, 2019
In this week’s video insight Stuart provides commentary on one of the issues we will be monitoring this reporting season. After a fairly brutal confession season, analyst forecasts for earnings per share growth from the industrial stocks (excluding financials) in FY2019 has been reduced markedly. Find out why potential risk lies is in the guidance statements.
by Stuart Jackson Posted in Video Insights
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How investors should think about low interest rates
Tim Kelley
July 23, 2019
In this week’s video insight Tim discusses how investors should think about extremely low interest rates. In theory, these very low rates of interest increase the value of financial assets like equities. However, Tim identifies three key points investors should keep in mind. continue…
by Tim Kelley Posted in Video Insights
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Four major themes in the Chinese tech sector
Lachlan Mackay
July 17, 2019
In this week’s video insight Lachlan identifies four major themes in the Chinese tech sector including 5G, artificial intelligence and social credit. While news reports suggest near-term headwinds such as US tariffs are slowing China’s GDP, their longer-term commitment to being the future of technology remains well and truly on track.
by Lachlan Mackay Posted in Video Insights
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Four companies in a structurally growing industry
David Buckland
July 9, 2019
In this week’s video insight David takes a closer look at the migration of advertising spend to digital platforms. The Western world is dominated by Google and Facebook, and China is dominated by Alibaba and Tencent. We believe all four of these companies have business models in structurally growing industries. continue…
by David Buckland Posted in Video Insights
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Three points to help to shape your career
Andrew Macken
June 24, 2019
In this week’s video insight Andrew shares some thoughts around how to shape your career and provides three key points to help. First, consider where you have a relative advantage over others. Second, does the world need what you want to pursue? And finally, will the work be complimentary to your lifestyle?
by Andrew Macken Posted in Video Insights
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How we assess value
Andreas Lundberg
June 17, 2019
In this week’s video insight Andreas shares our valuation framework for assessing a company. Our framework is based on the concept of intrinsic value, where we form a view of what a business is worth and then compare that valuation to what the market is prepared to pay. How does our approach differ to other investors?
continue…by Andreas Lundberg Posted in Video Insights
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