Companies
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Another reason Buffett’s Apple share sale was well timed
Roger Montgomery
May 29, 2025
Tech ‘bros’ are buzzing with the news that Sir Jony Ive, the hardware design genius behind Apple’s iconic iPhone, iPod, and Mac, has sold his startup, io, to OpenAI, the powerhouse behind the Artificial Intelligence (AI) chatbot, ChatGPT. OpenAI, with a US$300 billion valuation, has acquired Ive’s 2019 startup for US$5 billion in stock, valuing the company at nearly US$6.5 billion. Io’s 55 employees will join OpenAI and form a new hardware division to be led by OpenAI’s Peter Welinder. continue…
by Roger Montgomery Posted in Companies.
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Insuring its own future – the QBE turnaround
Sean Sequeira
May 21, 2025
QBE (ASX:QBE) has been a long-term holding of the Australian Eagle Long portfolio, albeit one that has faced its share of missteps over the years. However, in recent periods, the business has undergone a clear and deliberate transformation under current management, with a renewed focus on profitability, discipline and simplification. continue…
by Sean Sequeira Posted in Companies, Stocks We Like.
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The Apple of Warren Buffett’s eye
Roger Montgomery
May 15, 2025
On May 3, Warren Buffett announced his retirement. Here’s my dictation (abbreviated) of his announcement:
“The time has arrived where Greg should become the CEO of the company at year end, and I want to spring that on the directors effectively [of Berkshire Hathaway]”. continue…
by Roger Montgomery Posted in Companies.
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Impressive March quarter results sends Life360’s share price up 18 per cent
David Buckland
May 13, 2025
In response to Life360’s (ASX:360) March 2025 Quarterly update released on Monday 12 May, its share price has jumped 18 per cent from $23.58 to $27.85 in the past two trading days. continue…
by David Buckland Posted in Companies, Stocks We Like.
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REA Group Q3 FY25 result – yield resilience aids solid performance amid softer listings outlook
Roger Montgomery
May 13, 2025
Last week, REA Group delivered a broadly in-line third quarter result, highlighting the resilience of its pricing power and disciplined cost management, even as listing volumes soften into the final quarter.
Revenue for the period rose 12 per cent year-on-year to A$374 million, essentially matching market expectations, while earnings before interest, taxes, depreciation, and amortisation (EBITDA) excluding associates increased 12 per cent to A$199 million, just shy of consensus estimates. Free cash flow was robust at A$132 million, marking a 19 per cent year-on-year increase. continue…
by Roger Montgomery Posted in Companies, Property.
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Woodside turns up the heat – LNG expansion, strategic partnerships, and hydrogen future
Roger Montgomery
May 12, 2025
Woodside Energy Group Ltd (ASX: WDS) (formerly Woodside Petroleum Ltd) is Australia’s largest independent dedicated oil and gas exploration and production company. With its share price down 46 per cent since September 2023, it might pay investors to understand the transformation occurring at the company and the reason it is now a three per cent position in The Montgomery Fund and a 2.3 per cent position in The Montgomery [Private] Fund. continue…
by Roger Montgomery Posted in Companies, Energy / Resources, Stocks We Like.
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Winners and losers from Labor’s 2025 Australian election victory
Roger Montgomery
May 5, 2025
Labor’s resounding victory at the weekend’s Federal Election, securing a second term with a strengthened parliamentary majority, defied predictions of a close contest, possibly reflects the idealism of a new generation of voters, and grants Labor a mandate to advance a socialist policy agenda.
Victoria’s fiscal challenges however are the result of a long-term Labor government running a socialist agenda that has now run out of other people’s money. continue…
by Roger Montgomery Posted in Companies, Economics, Market commentary.
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TUAS delivers strong half year results
Roger Montgomery
April 17, 2025
TUAS Limited (ASX:TUA), an emerging player in the Singapore telecom market, has caught the attention of investors and analysts alike. With its subsidiary, Simba, driving robust subscriber growth and a bold expansion into broadband and innovative eSIM products, TUAS is positioning itself as a formidable contender in a highly competitive landscape. A 31 March, 2025 report from broker, Peloton Capital, paints an optimistic picture, valuing the stock at A$8.04 and offering significant upside potential.
Let’s see if this ASX-listed telecom stock deserves further investigation. continue…
by Roger Montgomery Posted in Companies.
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TUAS is calling! Should you answer?
Roger Montgomery
April 2, 2025
TUAS (ASX:TUA) (pronounced ‘Too-as’) is a company we have written about on the blog several times. Back in April 2024 on a ‘Spark you F.I.R.E’ podcast with Jazz Sidana, I noted that it was difficult to establish a confident valuation on this company (which at the time held a share price of $3.84) given the lack of sufficient information available. continue…
by Roger Montgomery Posted in Companies.
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Has the bull run its course?
Roger Montgomery
March 18, 2025
It’s been a record run for stocks. The past two years delivered historic returns for global and U.S. stocks. Indeed, the 24- months ending 31 December 2024 ranks as one of the top 10 two-year periods since the middle of last century. continue…
by Roger Montgomery Posted in Companies, Global markets, Market commentary.
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