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  • As investors, we can’t drive the car with our eyes on the rear-view mirror, even in the current murky conditions. So where should you look at investing in 2023? watch here

latest feature

Australian small companies outlook for 2023

latest feature

Australian small companies outlook for 2023

Michael Gollagher
February 1, 2023

Having not long finished the festive season and commenced a new year, many of us take the moments shortly after to reflect on the year that was, and also consider what we would like to see in the year ahead. continue…

Having not long finished the festive season and commenced a new year, many of us take the moments shortly after continue...

by Michael Gollagher Posted in Market commentary.
  • save this article
February 2023 reporting season calendar
January 30, 2023

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resources stocks video
My top picks in the resources sector
January 31, 2023
by Gary Rollo
IMDEX acquires Devico
IMDEX’s strategic acquisition of Devico
January 24, 2023
by David Buckland
investing for the future
Don’t invest by looking in the rear-view mirror
January 17, 2023
by David Buckland
Roger Montgomery's Christmas Message 2022
December 21, 2022
by Roger Montgomery
  • Tech stocks

    Get set for the year of efficiency

    Roger Montgomery
    February 8, 2023

    After a big spending couple of years, Meta CEO, Mark Zuckerberg, last week declared 2023 would be a “year of efficiency.” Zuckerberg’s statement sent Meta’s share price soaring. And his objective of delivering a leaner organisation in the face of a slowing economy is shared by many U.S. companies now reporting full-year 2022 results. Efficiency, it seems, will be one of the key themes this reporting season. Continue…

    by Roger Montgomery Posted in Companies, Technology & Telecommunications.
    • save this article
    • POSTED IN Companies, Technology & Telecommunications.
    Tech stocks
  • Rising interest rates

    RBA raises interest rates again, to a 10-year high

    David Buckland
    February 7, 2023

    All English-speaking Central Banks seem committed to higher official cash rates. This interest rate tightening cycle began in New Zealand on 6 October 2021, and six months later Australia was the last to blink, on 6 April 2022. Continue…

    by David Buckland Posted in Market commentary.
    • save this article
    • POSTED IN Market commentary.
    Rising interest rates
  • whisky company

    Why I steer clear of whisky – and distillers

    Roger Montgomery
    February 7, 2023

    Just how do you value a company like Lark Distilling (ASX:LRK), whose main asset (award-winning Tasmanian whisky) is locked up for years, but increases in value as it matures. The answer: it’s hard. Continue…

    by Roger Montgomery Posted in Companies.
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    • POSTED IN Companies.
    whisky company
  • Aura Private Credit: Letter to investors 06 February 2023

    Brett Craig
    February 6, 2023

    ADIs, or Authorised Deposit-taking Institutions, have been looking into how to incorporate the same underwriting technology that many fintech/non-bank lenders already have for some time now, with the intention of utilising the technology on unsecured SME credit. Continue…

    by Brett Craig Posted in Aura Group.
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    • POSTED IN Aura Group.
  • Discover how to value the best stocks and buy them for less than they’re worth.

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    “This is a book you simply must read.
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  • Fear and Greed: an investor’s guide to mergers and acquisitions

    Roger Montgomery
    February 6, 2023

    Roger joined Sean Aylmer on the Fear and Greed interview to discuss mergers and acquisitions. What does a company look for when considering a takeover and what happens when they pay too much?

    by Roger Montgomery Posted in Podcast Channel.
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    • POSTED IN Podcast Channel.
  • 2023 outlook

    Why I’m cautiously optimistic about 2023

    Roger Montgomery
    February 6, 2023

    A number of commentators are calling the current rebound in global markets a ‘dead cat bounce’. Veteran fund manager, and famous ‘perma-bear’, Jeremy Grantham, has even warned that stocks could plunge a ‘stomach-churning 50 per cent’ from here. But I’m not so sure. I think there are plenty of reasons to be cautiously optimistic about the year ahead. Continue…

    by Roger Montgomery Posted in Market commentary.
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    • POSTED IN Market commentary.
    2023 outlook
  • growth in private debt

    Australian superfunds driving growth in private debt

    Dean Curnow
    February 3, 2023

    At the end of 2021, Ernst and Young in an annual paper exploring the private debt market in Australia estimated its size to be AU$133 billion and growing 21 per cent year on year.[1] Whilst at a record size for Australia, it remains vastly immature when compared globally where the private debt market is estimated to be as large as US$1.2 trillion which has grown by 13.5 per cent annually over the last decade.[2] Continue…

    by Dean Curnow Posted in Aura Group.
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    • POSTED IN Aura Group.
    growth in private debt
  • Wonderful companies at wonderful prices?

    Polen Capital
    February 2, 2023

    “It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.”1 This well-worn adage from Warren Buffett has guided our investment approach for over thirty years and is the title of a piece we published in 2018.2 Given recent market conditions, we’ve chosen to revisit this concept. Continue…

    by Polen Capital Posted in Polen Capital.
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    • POSTED IN Polen Capital.
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WHITEPAPERS

ARE WE THERE YET? WHAT TO DO WHEN THE BOTTOM OF THE MARKET IS UNKNOWN

Roger Montgomery’s latest whitepaper is now available. It explores the challenges of investing when no one knows whether equity markets have reached the bottom of the latest volatility cycle. The paper offers a framework to help you navigate today’s market and invest in quality, profitable companies with growth potential.

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WHITEPAPER

ARE WE THERE YET? WHAT TO DO WHEN THE BOTTOM OF THE MARKET IS UNKNOWN

Roger Montgomery’s latest whitepaper is now available. It explores the challenges of investing when no one knows whether equity markets have reached the bottom of the latest volatility cycle. The paper offers a framework to help you navigate today’s market and invest in quality, profitable companies with growth potential.

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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