Tim assesses the Healthscope take-over proposals read here
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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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Money News 15.05.2018
Roger Montgomery
May 18, 2018
In this interview with Ross Greenwood on Money News, Roger discusses how in the past few days we have seen the Australian stock market almost reach its 10 year highs.
by Roger Montgomery Posted in Radio.
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Will Aussies remain underinvested in the global technology growth story?
David Buckland
May 17, 2018
One of the sectors Australian investors have trouble accessing – given the domicile of the companies – are high quality global technology businesses, and they account for a little over 30 per cent of the Montgomery Global portfolios. Continue…
by David Buckland Posted in Companies, Stocks We Like.
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