Christopher Demasi
Christopher is a Portfolio Manager for the Montaka funds and the Montgomery Global funds. He joined MGIM at establishment in 2015.
find out about investing with montgomery
articles by Christopher Demasi
-
Property prices down…REA up?!
Christopher Demasi
August 15, 2019
Over the last four years property prices in Australia peaked and reversed, homes listed for sale have plummeted and the share price of REA Group, Australia’s online property classified portal, has… MORE THAN DOUBLED! Sounds strange perhaps, so I have included the chart from Bloomberg below. Continue…
by Christopher Demasi Posted in Companies, Stocks We Like.
- 6 Comments
- save this article
- 6
- POSTED IN Companies, Stocks We Like.
-
Alphabet’s next big business
Christopher Demasi
August 2, 2019
Alphabet is known as the owner of Google and YouTube, but did you know that Google has another business that is already the size of a Fortune500 company? Continue…
by Christopher Demasi Posted in Companies, Stocks We Like.
- save this article
- POSTED IN Companies, Stocks We Like.
-
Microsoft’s computer for the world is getting much bigger
Christopher Demasi
July 26, 2019
Last week Microsoft, the world’s largest enterprise software company, reported financial results for its fiscal year 2019. The Azure cloud business continues to be the star performer. Continue…
by Christopher Demasi Posted in Companies, Stocks We Like.
- save this article
- POSTED IN Companies, Stocks We Like.
-
Internet Advertising is Accelerating
Christopher Demasi
July 18, 2019
Every year around this time Mary Meeker, partner at venture capital firm Kleiner Perkins and former star technology analyst with investment bank Morgan Stanley, publishes “Internet Trends”. The document consists of more than 300 slides illustrating key online trends around the world. I always find it fascinating and a great way to keep tabs on how the Internet is serving users, merchants, advertisers, publishers, platforms and more. Continue…
by Christopher Demasi Posted in Companies, Stocks We Like.
- save this article
- POSTED IN Companies, Stocks We Like.
-
Equities not so expensive
Christopher Demasi
July 4, 2019
Ahead of the July 4 holiday here in the US the local stock market has closed at a record high. But shares may not be any more expensive on average than they have been over the past decade. Continue…
by Christopher Demasi Posted in Global markets, Market commentary.
- 3 Comments
- save this article
- 3
- POSTED IN Global markets, Market commentary.
-
Too big to perform
Christopher Demasi
June 24, 2019
We have always been aware that as the amount of money a fund manager accumulates on behalf of his or her clients, the harder it becomes to access great opportunities at the size required to make a meaningfully positive difference to the returns achieved for those clients. It’s part of the problems of prosperity as Warren Buffett once quipped, that “size is the enemy of performance.” Continue…
by Christopher Demasi Posted in Global markets.
- save this article
- POSTED IN Global markets.
-
What goes down, may just stay down
Christopher Demasi
June 5, 2019
For over a decade the debate around US interest rates has been around when they would finally rise again, rather than if. Now that sense of inevitability is being shaken hard, or at least pushed out indefinitely once more. Continue…
by Christopher Demasi Posted in Editor's Pick, Market commentary.
- 7 Comments
- save this article
- 7
- POSTED IN Editor's Pick, Market commentary.
-
Googling Alphabet’s Earnings
Christopher Demasi
May 24, 2019
I thought it would be worth spending some time addressing Alphabet’s most recent quarterly financial result, not only because it’s businesses are massive in scale and value, with operations that are important to billions of people around the world (FYI Alphabet owns Google and YouTube), but also because Alphabet is an important holding in the Montaka long portfolio. Continue…
by Christopher Demasi Posted in Companies, Stocks We Like.
- save this article
- POSTED IN Companies, Stocks We Like.
-
Alibaba keeps growing strongly
Christopher Demasi
May 22, 2019
Last week Alibaba, the world’s largest retailer and e-commerce company, reported financial results for the final quarter of its fiscal year 2019. Alibaba’s Chinese online retail platform continued to grow strongly and drove astounding performance. Continue…
by Christopher Demasi Posted in Companies, Stocks We Like.
- 8 Comments
- save this article
- 8
- POSTED IN Companies, Stocks We Like.
-
More Trump?
Christopher Demasi
May 7, 2019
As the race to determine the Democratic nominee in the 2020 US presidential elections heats up, President Trump’s chances of a second term may be improving. Across the board Democratic candidates appear to be campaigning on more extreme liberal policy and rhetoric. While this provides a clear contrast to Trump’s positioning, it may ironically hand the President a win late next year. Continue…
by Christopher Demasi Posted in Global markets.
- 6 Comments
- save this article
- 6
- POSTED IN Global markets.
Discover how to value the best stocks and buy them for less than they’re worth.
NOW FOR JUST $49.95
buy nowSUBSCRIBERS RECEIVE 20% OFF WHEN THEY SIGN UP
“This is a book you simply must read.
The very best investors in the world are “value” investors.”
