Enjoy the next in our 2013 exclusive subscriber-only white paper series.
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Identifying a good company
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New IPOs on the block
Despite the buoyancy in the stock market over the past 12 months, it has been surprising to see so few new businesses apply for listing on the Australian Securities Exchange. Fewer still we would deem to be quality.
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Performance to 30 April 2013
The Montgomery [Private] Fund and The Montgomery Fund – performance to 30 April 2013.
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JB Hi-Fi on the up?
Last week, within the first few minutes of sitting in a conference room listening to an update by Terry Smart, one of Australia’s smartest retailers, he announced a sales and profit upgrade. Naturally having a position in JB Hi-Fi (JBH) is pleasing.
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The world according to Charles Munger
The world according to Charles Munger.
Why are bankers like heroin addicts? Why is the USA unlike Japan? Why does QE concern Charlie Munger? Are Greek’s built for capitalism? If Charlie Munger was running US healthcare how would you fare?
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