Companies
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Tuas still growing at a strong clip in Singapore
Roger Montgomery
September 27, 2023
Back in June we provided an executive summary and results update for Tuas Ltd (ASX: TUA), the David Teoh-led Singapore mobile phone service provider spun out of the merger between TPG and Vodafone in 2020 and formerly known as TPG Telecom Pte Ltd (TPG Singapore). continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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Is Tesla just another car company?
Roger Montgomery
September 14, 2023
In the ever-evolving landscape of the automotive industry, few companies have captured the world’s attention quite like Tesla. Thirteen years ago, electric cars were synonymous with virtue signalling rather than high-performance excitement. However, Tesla disrupted this perception, transforming electric vehicles into something thrilling and aspirational. Its journey, from a modest initial public offering (IPO) in 2010 to a valuation exceeding $1 trillion in 2019, has been nothing short of remarkable. Yet, recent stagnation in Tesla’s stock price has prompted a critical question: Is Tesla still the visionary pioneer it once was, or is it merely becoming “just another car company”? continue…
by Roger Montgomery Posted in Companies.
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Qantas’ past, present, and uncertain future: A CEO’s departure raises questions
Roger Montgomery
September 5, 2023
“I leave knowing that the airline is fundamentally strong and has a bright future,” are today’s parting words from Mr. Alan Joyce, now ‘former’ Chief Executive Officer (CEO) of Qantas (ASX:QAN) and pictured below with Australia’s current Prime Minister, Anthony Albanese. continue…
by Roger Montgomery Posted in Airlines, Companies.
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Is Flight Centre about to take off?
Roger Montgomery
September 5, 2023
In 2018, Flight Centre Travel Group’s (ASX:FLT) share price was flying high and trading above $61.00. With 101.1 million shares on issue, the market capitalisation at the time was just shy of $6.2 billion. continue…
by Roger Montgomery Posted in Companies.
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What ‘Appens’ next?
Roger Montgomery
September 1, 2023
Appen (ASX:APX), a self-described global leader in data collection, adaptation, and labelling for major technology firms, has been variously considered a technology company, a machine learning beneficiary, and more recently, an AI winner. In truth, it is a stretch to consider it any of these things. And in my opinion, it is none of these things and never has been. continue…
by Roger Montgomery Posted in Companies.
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Hidden in plain sight: our quest for quality around the world
Polen Capital
August 31, 2023
Recently, we highlighted the attractive opportunity we see in international equities.¹ On the back of more than a decade of underperformance relative to the U.S., we believe international now has some notable winds at its back, including cheap absolute and relative valuations and moderating dollar strength. continue…
by Polen Capital Posted in Companies, Polen Capital, Stocks We Like, Whitepapers.
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The appalling treatment of Australia: high airfares, Qantas’ anti-competitive behaviour, and nepotism
Roger Montgomery
August 29, 2023
The skies above Australia have long symbolised freedom, exploration, and connection. Yet, in recent years, these skies have become shrouded in clouds of anti-competitive behaviour, sky-high airfares, and nepotism, threatening the very essence of Australia’s aviation industry. continue…
by Roger Montgomery Posted in Airlines, Companies, Editor's Pick.
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Altium – A quality stock with excellent momentum
David Buckland
August 25, 2023
In this week’s video insight, David Buckland, CEO of Montgomery, and Sean Sequeira, Chief Investment Officer of Australian Eagle Asset Management, discuss the investment landscape surrounding Altium (ASX:ALU). The discussion delves into Altium’s historical performance, its emphasis on quality, and its ambitious growth aspirations. Through an exploration of Altium’s positioning, management consistency, and recent achievements, this discussion underscores the significance of these factors in evaluating the company’s investment potential. continue…
by David Buckland Posted in Companies, Stocks We Like, Video Insights.
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Another high quality result – Breville
Roger Montgomery
August 23, 2023
Breville Group (ASX:BRG) is a company owned in the Montgomery Small Companies Fund and one we have written about extensively. Back on April 14, I wrote about Breville, its 40 per cent share price decline from August 2021 highs and the fact that it was trading on a price earnings (P/E) ratio typically reserved for retailers with store lease obligations and few runways for growth. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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Megaport is seeing excellent momentum
David Buckland
August 23, 2023
After exceeding $21 per share in late-2021, Megaport Limited (ASX:MP1) experienced a very rough 17 months. The company now seems to have its mojo back from the trough in April 2023. Not only has the share price more than tripled to $12.15, but this has been accompanied by some very positive company announcements. continue…
by David Buckland Posted in Companies, Editor's Pick, Stocks We Like.
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