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Risk Perception for the Modern Investor
Lachlan Mackay
June 27, 2019
Investing is a commitment to a lifetime of learning. In an ever-evolving world, there are endless opportunities to improve your understanding of any subject. While personally I am still shifting up the gears as I move through this challenge, the most resounding message to emerge from experts such as Graham, Buffett, Munger and Marks is that a comprehensive risk management framework is fundamental to long-term success. Continue…
by Lachlan Mackay Posted in Investing Education.
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Who should pay when your apartment block ‘moves in a downward motion’?
Andreas Lundberg
June 27, 2019
The recent, and well reported, examples of shoddy construction practices on high rise buildings have led some experts to warn that this is just the tip of the iceberg. The question for society is: who is responsible, and who should pay the costs of rectification? Continue…
by Andreas Lundberg Posted in Market commentary.
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ABC NIGHTLIFE: Property lows and the fall out
Roger Montgomery
June 26, 2019
In this radio program with Philip Clark, Roger discusses how pain in the property market weaves its way through other parts of the economy. The residential construction sector is one of the biggest employers in the country. What impact will the drop off in home approvals and construction have on jobs in that sector? Listen here. (50 minutes)
by Roger Montgomery Posted in Radio.
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Second Hand Luxury; An Oxymoron or Window into Value
Amit Nath
June 26, 2019
Outside of financial assets and property, very few items retain their value as they are passed from owner to owner. In fact most consumer items have a single owner and are used until failure or obsolescence. One segment of the market that is ironically bucking this historical axiom is luxury goods. Continue…
by Amit Nath Posted in Consumer discretionary.
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Money News 25.06.2019
Roger Montgomery
June 26, 2019
In this interview on Money News, Roger and Ross explain the yield curve. An inverted yield curve occurs when short-term interest rates exceed long-term rates. With much of the world experiencing an inverted yield curve, is this a bellwether for an economic recession?
by Roger Montgomery Posted in Radio.
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Car sales headaches may have unexpected benefit for The Montgomery Fund
Roger Montgomery
June 26, 2019
In the lead up to the RBA’s first interest rate cut in several years, governor Philip Lowe noted the negative ‘wealth effect’ from falling house prices would be felt most acutely by those retailing motor vehicles and household furnishings. Continue…
by Roger Montgomery Posted in Consumer discretionary.
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IPO investing: Mind the GAAP
Daniel Wu
June 25, 2019
The disappointing public market debuts of private market darlings Uber and Lyft, and the nervous handwringing of their unicorn compatriots waiting in the pipeline serve as another reminder to investors of the importance of sound financial analysis using financial metrics that bear some semblance to reality. Continue…
by Daniel Wu Posted in Companies.
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Three points to help to shape your career
Andrew Macken
June 24, 2019
In this week’s video insight Andrew shares some thoughts around how to shape your career and provides three key points to help. First, consider where you have a relative advantage over others. Second, does the world need what you want to pursue? And finally, will the work be complimentary to your lifestyle?
by Andrew Macken Posted in Video Insights.
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