The promo for Alex Malley’s book, The Naked CEO, says the author has ‘led a life rich in successes and mistakes’. Well, those successes and mistakes have been on show of late, thanks to the spectacular meltdown of the organisation he led, CPA Australia, where we’ve witnessed the very worst of corporate excess – but at a not-for-profit industry body. Continue…

by Andreas Lundberg Posted in Companies.

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In this interview with Ross Greenwood, David Buckland discusses the struggle to find value in the Australian market and the sectors within the Australian market that are being disrupted from global competitors.

by David Buckland Posted in Radio.

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Today, digital disruption is everywhere. We’ve written about this previously  – and talked about the massive shift in advertising dollars from old to new media. With TEN group entering voluntary administration, we thought we’d have a closer look at what’s happening, and the prospects for mainstream media. Continue…

by Lisa Fedorenko Posted in Media Companies.

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In this week’s video insight Scott discusses REA Group and why it has been a core holding in Montgomery portfolios that has provided delightful returns for our investors.

by Scott Shuttleworth Posted in Video Insights.

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by Roger Montgomery Posted in Health Care.

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The beauty of investing with Montaka is you can make profits on the way up, and also on the way down. Take our Montaka Global Fund. Montaka owns a portfolio of ‘long’ positions in great businesses that will build value over time, and a second independent portfolio of ‘short’ positions in deteriorating businesses that will decline in value over time. Continue…

by Christopher Demasi Posted in Global markets.

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Resmed was the first company under my coverage when I joined Montgomery and I’ve thoroughly enjoyed following the company for five years. Over this time, I’ve always been fascinated by the treatment of sleep apnea, and it’s helped shape my understanding of an important investing principle: To generate value, you don’t need to solve a problem, you just need to provide a solution that’s materially better than your competitors. Continue…

by Ben MacNevin Posted in Companies.

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Probably the biggest story of late was Amazon’s announcement that it would acquire the high-end grocery chain, Whole Foods, for US$13.7bn. The purchase is a significant step-up in Amazon’s assault on traditional grocery retailers. With the U.S. behemoth about to set foot on our shores, should Coles and Woolworths be even more alarmed? Continue…

by Stuart Jackson Posted in Companies.

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