Tim assesses the Healthscope take-over proposals read here
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Can an investor profit from M&A activity?
Andreas Lundberg
May 25, 2018
Merger and acquisition (M&A) activity in Australia has soared over the last year. With lofty premiums being bid by many would-be suitors, it makes you wonder: is there a way for investors to profit from all this M&A action? Continue…
by Andreas Lundberg Posted in Investing Education.
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Right place, WRONG time
Christopher Demasi
May 24, 2018
A few weeks ago I wrote that Montgomery Global looks to maximize the chance of investment success by investing in the right place AND at the right time. I also promised a fun follow up example to this somewhat counterintuitive claim below: Continue…
by Christopher Demasi Posted in Investing Education.
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If content is king, where does Spotify stand?
Daniel Wu
May 24, 2018
Spotify, one of the world’s largest paid music streaming platforms, recently listed on the NYSE under the ticker SPOT at a valuation of $26 billion. The company, along with a handful of its competitors, are often credited with reviving the fortunes of the music industry by creating platforms on which consumers can digitally, and legally, consume music. Continue…
by Daniel Wu Posted in Companies.
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What kind of investor are you?
Tim Kelley
May 23, 2018
One of the features of active equity investing is its zero-sum nature (in aggregate). By that, I mean that when an investor “beats” the market, some other investor must get beaten. Averages being what they are, there needs to be an equal representation of investors who deliver above average performance and investors who deliver below average performance. Continue…
by Tim Kelley Posted in Investing Education.
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The Coming of Montgomery Global
David Buckland
May 22, 2018
Montgomery Global Investment Management is coming around to its third anniversary. In this week’s video insight David discusses their progress. How have the funds tracked against the benchmark? Continue…
by David Buckland Posted in Video Insights.
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Why the ‘new age’ businesses are still too expensive
Roger Montgomery
May 22, 2018
I’ve been fascinated by the soaring trajectory of some of our smaller ‘new age’ companies – like A2M, PushPay, Afterpay and Kogan – whose share prices have rallied over 600 per cent since 2017. We’ve never owned these companies as they haven’t met our tough intrinsic valuation hurdles. Continue…
by Roger Montgomery Posted in Companies.
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The digital music streaming win-win-win
Andrew Macken
May 21, 2018
Structural changes within industries can create opportunities for investors on both the long and the short side. The music industry has undergone enormous structural change over the last two decades, with the displacement of physical music sales (CDs) by digital music, including rampant piracy. Continue…
by Andrew Macken Posted in Insightful Insights.
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Assessing the Healthscope Takeover Proposals
Tim Kelley
May 21, 2018
On 26 April, Healthscope Limited (ASX:HSO) received a non-binding indication of interest from a BGH-led consortium in relation to a proposal to acquire HSO for a price of $2.36 per share, which was a 16 per cent premium to the price prevailing before the approach. Continue…
by Tim Kelley Posted in Companies, Health Care.
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Codan – two announcements released today
Andreas Lundberg
May 18, 2018
Back in March, we wrote about Codan (ASX:CDA), and how I am personally enthused about their technology. Today, the company has made two announcements that the market has reacted positively to. Continue…
by Andreas Lundberg Posted in Companies, Stocks We Like.
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Where are the markets headed?
Roger Montgomery
May 18, 2018
Predicting market direction is very hard to do. In this week’s video insight, Roger presents some of the facts via a series of charts to let you draw your own conclusions as to where markets are headed in the next 12-18 months.
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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