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letter

We’re just putting the finishing touches on this year’s letters to our investors in both The Montgomery [Private] Fund and The Montgomery Fund. No, we aren’t about to publish the contents of those letters here. You’ll need to become an investor to see that. What we can say is that there is ample evidence to suggest the markets could keep going higher from here. It’s true that many signals suggest that long-term investors buying at today’s levels might be setting themselves up for low returns, but that doesn’t not mean prices can’t go even higher (and consequently produce even lower returns for longer-term investors). Continue reading

2207_4

As we approach earnings season, it can be helpful to remind ourselves of some of the basic differences between the major players in some of our key industries. The Big Four banks (ASX: CBA, ASX: WBC, ASX: ANZ, ASX: NAB) dominate our banking industry and roughly two-thirds to three-quarters of their income stems from net interest on loans. Continue reading