Well it’s that time again – an update to our lengthy commentary on avocado brekkies and the property market. How did the Smashed Avocado index track towards the end of 2017? Continue…

by Scott Shuttleworth Posted in Property.

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Around $60 billion of interest-only loans are due to reset over the next four years. According to the Reserve Bank, that could create wider problems if the economy turns down.
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by Scott Shuttleworth Posted in Financial Services.

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One theme that we’re paying particular attention to at Montgomery is the prospect of autonomous cars – once thought as an unlikely futuristic scenario, it now appears that at least in the next 30 years this technology will become widely available.
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by Scott Shuttleworth Posted in Manufacturing, Technology & Telecommunications.

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The Volatility Index – better known as ‘the VIX’ – is the most widely followed measure of stock market risk. Since March 2012, the VIX has remained stubbornly low, and some see this as a sign of a frothy market that’s about to sell off. I don’t necessarily agree, but what’s the best investment strategy just in case they’re right? Continue…

by Scott Shuttleworth Posted in Economics, Editor's Pick, Market commentary.

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In this week’s video insight Scott discusses big data and how companies can exploit this data for sales and profitability improvements.

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by Scott Shuttleworth Posted in Video Insights.

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Property prices are reported to have softened since our last ‘smashed avocado’ update.  However, the price declines have not been enough to ease the burden for people trying to save for a home deposit.  Thankfully, there’s good news on the horizon for those wanting to get into the property market AND eat their avocado too. Continue…

by Scott Shuttleworth Posted in Property.

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REA Group’s (ASX: REA) share price has soared around 50 per cent over the last 12 months, with the market confirming our strong conviction that this is a really high-quality business.  And, pleasingly, there are several drivers that could propel the firm’s earnings for many years to come.
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by Scott Shuttleworth Posted in Companies, Property.

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In this week’s video insight Scott discusses forecasting and how using present information makes it very difficult for accurate predictions, using REA as an example.

by Scott Shuttleworth Posted in Editor's Pick, Video Insights.

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How feasible is it to give up paying for broadband and rely solely on mobile internet? It’s a question many consumers who have moved onto the NBN must be pondering as they struggle with multiple issues, many hours on the phone and long wait times for repair requests to be processed.
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by Scott Shuttleworth Posted in Technology & Telecommunications.

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Altium (ASX: ALU) is one of Australia’s most successful software businesses. Over the last five years, the company has grown rapidly, and its stock price has soared more than 10-fold. ALU’s FY2017 result shows a business going from strength to strength. But is it a tad expensive at these prices? Continue…

by Scott Shuttleworth Posted in Companies, Editor's Pick.

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