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  • End of an epoch - Warren Buffet retires. What do investors need to know? READ HERE to learn more.

latest feature

REA Group Q3 FY25 result  – yield resilience aids solid performance amid softer listings outlook

latest feature

REA Group Q3 FY25 result  – yield resilience aids solid performance amid softer listings outlook

Roger Montgomery
May 13, 2025

Last week, REA Group delivered a broadly in-line third quarter result, highlighting the resilience of its pricing power and disciplined cost management, even as listing volumes soften into the final quarter.

Revenue for the period rose 12 per cent year-on-year to A$374 million, essentially matching market expectations, while earnings before interest, taxes, depreciation, and amortisation (EBITDA) excluding associates increased 12 per cent to A$199 million, just shy of consensus estimates. Free cash flow was robust at A$132 million, marking a 19 per cent year-on-year increase. continue…

Last week, REA Group delivered a broadly in-line third quarter result, highlighting the resilience of its pricing power and disciplined continue...

by Roger Montgomery Posted in Companies, Property.
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Over the Back Fence
Over the Money Fence – Where should you invest when markets are wild and you feel scared?
May 1, 2025

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Market Outlook for 2025
Market outlook for 2025
May 15, 2025
by Roger Montgomery
Video insight - buffet election
Labor's big win and Buffett bows out – What investors need to know
May 8, 2025
by Roger Montgomery
investing in emerging markets part 3
Investing in emerging markets – technology and AI
May 1, 2025
by Roger Montgomery
DB thumbnail - Telix
Telix's growth momentum continues
April 28, 2025
by David Buckland
  • Youre fired

    You’re fired! Another day, and another example of Trump commercialising the office of President for personal gain

    Roger Montgomery
    May 20, 2025

    The U.S. Copyright Office recently released a detailed report on the complex issue of using copyrighted materials to train artificial intelligence (AI) models, which has sparked heated debate in the tech and creative industries. However, the report’s measured recommendations were overshadowed by the Trump administration’s swift dismissal of the office’s director. Continue…

    by Roger Montgomery Posted in Market commentary.
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    • POSTED IN Market commentary.
    Youre fired
  • Roger Montgomery AusBiz

    MEDIA

    Ausbiz – bull vs bear market outlook for 2025

    Roger Montgomery
    May 19, 2025

    Last week, I joined Juliette Saly on Ausbiz to discuss the contrasting bull and bear market outlooks for 2025. Continue…

    by Roger Montgomery Posted in TV Appearances.
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    • POSTED IN TV Appearances.
    Roger Montgomery AusBiz
  • art to investing

    The art of investing – finding and keeping the winners

    Roger Montgomery
    May 19, 2025

    We recently published a blog post here showing that all of Berkshire Hathaway’s alpha between 2016 and 2023 came from just one stock – Apple. Without Apple, Berkshire would have underperformed the S&P 500. 

    I know firsthand how challenging it can be to invest in equities. Pursuing exceptional returns requires the ability to identify rare out-performers and the discipline to hold them through inevitable market turbulence. Continue…

    by Roger Montgomery Posted in Investing Education.
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    • POSTED IN Investing Education.
    art to investing
  • MEDIA

    ABC Nightlife – U.S. Economy

    Roger Montgomery
    May 17, 2025

    This week, I spoke with Phil Clark on ABC Nightlife about the latest moves from the Trump administration and their impact on the U.S. economy. We looked at how markets are reacting to Trump’s 90-day tariff pause amid ongoing policy flip-flops that are shaking investor confidence. With stagnant Gross Domestic Product (GDP) and supply chain disruptions, the equity market outlook remains challenging. We also discussed the strengthening euro as U.S. exceptionalism fades. Continue…

    by Roger Montgomery Posted in Radio.
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    • POSTED IN Radio.
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  • us economy money

    The warnings mount: first Buffett, and now Powell and Tudor Jones

    Roger Montgomery
    May 16, 2025

    The U.S. economy and stock market are teetering, according to Federal Reserve Chair Jerome Powell and billionaire hedge fund manager Paul Tudor Jones. Together, they warn that aggressive tariffs and a cautious monetary policy result in the economy and market facing heightened inflation risks, unemployment, and a downturn. Continue…

    by Roger Montgomery Posted in Market commentary.
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    • POSTED IN Market commentary.
    us economy money
  • MEDIA

    ABC Newcastle Mornings – Winners and losers of the Australian election & market volatility

    Roger Montgomery
    May 15, 2025

    I recently joined Paul Turton on ABC Newcastle Mornings to discuss current market volatility and what investors might expect under a Labor government. Continue…

    by Roger Montgomery Posted in Radio.
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    • POSTED IN Radio.
  • apple

    The Apple of Warren Buffett’s eye

    Roger Montgomery
    May 15, 2025

    On May 3, Warren Buffett announced his retirement. Here’s my dictation (abbreviated) of his announcement:

    “The time has arrived where Greg should become the CEO of the company at year end, and I want to spring that on the directors effectively [of Berkshire Hathaway]”. Continue…

    by Roger Montgomery Posted in Companies.
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    • POSTED IN Companies.
    apple
  • Market Outlook for 2025

    Market outlook for 2025

    Roger Montgomery
    May 15, 2025

    In this weeks video insight, I discuss two schools of thought regarding stock market forecasts for 2025 – one cautious, the other more hopeful. Continue…

    by Roger Montgomery Posted in Video Insights.
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    • POSTED IN Video Insights.
    Market Outlook for 2025
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HIGHER RETURNS AND LOWER RISK? YES, IT’S POSSIBLE WITH PRIVATE CREDIT

Discover how private credit can deliver higher returns with lower risk in our latest whitepaper. Learn how the Aura Core Income Fund’s AA equivalent rated portfolio has consistently outperformed while maintaining transparency and robust risk management. Unlock the insights to achieve superior risk-adjusted returns today. 

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WHITEPAPER

HIGHER RETURNS AND LOWER RISK? YES, IT’S POSSIBLE WITH PRIVATE CREDIT

Discover how private credit can deliver higher returns with lower risk in our latest whitepaper. Learn how the Aura Core Income Fund’s AA equivalent rated portfolio has consistently outperformed while maintaining transparency and robust risk management. Unlock the insights to achieve superior risk-adjusted returns today. 

READ HERE

Having delivered a superior track record of returns and capital preservation, investors also benefit from an emphasis on transparency and communication, and a dedication to long-term relationship.

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