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Slicing the pizza
Roger Montgomery
November 7, 2024
Domino’s Pizza Enterprises Ltd (ASX:DMP) is the largest pizza chain in Australia, and through a master franchise is the leading international Domino’s franchise. Operating more than 3,800 stores across twelve international markets, Domino’s has built a reputation for rapid delivery, customer-focused digital innovation, and a growing footprint through franchise expansion. The company’s growth has largely been steered by the strategic vision of its long-time CEO, Don Meij, who has just announced he will step down from his role after more than two decades at the helm. Continue…
by Roger Montgomery Posted in Companies.
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The character of a President
Roger Montgomery
November 6, 2024
As the world watches the U.S. vote, it turns the page on a new and arguably uncertain chapter. I have just read a startling essay about Donald Trump’s character. One marvels at Americans’ willingness to vote for such a person as President. Continue…
by Roger Montgomery Posted in Global markets, Popular.
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Always bet on self-interest
Roger Montgomery
November 5, 2024
Famed 20th-century British author Gilbert Chesterton (1874-1936) once observed, “The poor have sometimes objected to being governed badly. The rich have always objected to being governed at all.” Continue…
by Roger Montgomery Posted in Economics.
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Myth: Private credit only involves lending to distressed businesses and sectors/industries
Roger Montgomery
November 4, 2024
In this short video, I was joined by Brett Craig, Director at Aura Credit Holdings, our partner in private credit, to addresses a common misconception: that private lending is only for distressed businesses. Brett explains that the Aura Private Credit Income Fund does not deal with distressed debt but focuses on providing capital to quality Australian businesses. After regulatory changes post-GFC, major banks shifted focus, leaving a $400 billion funding gap that private credit funds are now filling to help these businesses grow and thrive. Continue…
by Roger Montgomery Posted in Aura Group, Video Insights.
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November ABC Statewide Drive – Money Matters
Roger Montgomery
November 1, 2024
Yesterday afternoon, I joined Jess McGuire on ABC Statewide Drive for the Money Matters segment, where we discussed the critical role of company boards during times of crisis. We explored how comnpany boards should approach challenging situations. The conversation highlighted the responsibilities of board directors to act swiftly and responsibly, balancing the interests of shareholders, managers, and the broader community. Continue…
by Roger Montgomery Posted in Radio.
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The Money Puzzle – Are wayward CEOs costing you money?
Roger Montgomery
November 1, 2024
Last night, I joined James Kirby on the Australian podcast, The Money Puzzle, to discuss the impact of wayward CEOs on shareholder value. We explored how certain CEOs, can inadvertently taint their company’s image, sometimes costing investors in terms of public trust and financial returns. We also unpacked the transformative power of artificial intelligence (AI), weighing up the pros of innovation against the ethical and financial risks it can bring. Continue…
by Roger Montgomery Posted in Podcast Channel.
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“It’s the economy, stupid”
David Buckland
November 1, 2024
My friend Mick Mulvaney was in town recently. Mick was a former Republican Congressman for South Carolina from 2011 to 2017 and served as director of the U.S. Office of Management and Budget, acting director of the Consumer Financial Protection Bureau and White House Chief of Staff from January 2019 to March 2020, under President Donald Trump. A big achievement for someone who had publicly called Trump “a terrible human being”. Continue…
by David Buckland Posted in Economics.
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Ausbiz – AI’s winners and losers
Roger Montgomery
October 31, 2024
In this morning’s Ausbiz episode, I discussed how generative artificial intelligence (AI) might ultimately benefit consumers more than shareholders. We explored the distinct roles within the AI landscape: “upstream” companies like Nvidia (NASDAQ:NVDA) and Intel (NASDAQ:INTC) provide essential infrastructure, while “downstream” firms like Apple (NASDAQ:AAPL), Google (NASDAQ:GOOG), and Microsoft (NASDAQ:MSFT) apply the technology but face slowing profit growth. Amazon (NASDAQ:AMZN), interestingly, occupies a “midstream” position, balancing both infrastructure and application. Continue…
by Roger Montgomery Posted in Technology & Telecommunications, TV Appearances.
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READ HERE