Companies
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The unicorn fairy tale is over
Roger Montgomery
September 26, 2019
When a private-equity-backed start-up reaches a billion-dollar valuation – a valuation simply decided and agreed on by the owners of the business – it’s called a unicorn. This title refers to the rarity of such creatures. But the fact is, unicorns are only found in fairy tales. And many of today’s corporate unicorns shouldn’t exist either. continue…
by Roger Montgomery Posted in Companies.
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Who will win the battle over airport pricing?
Joseph Kim
September 25, 2019
Right now, there’s a battle being fought in the media between Australia’s airport owners and the airlines that use them – Qantas and Virgin in particular – over the pricing of airport operations. The gloves are definitely off. But setting aside the arguments around relative pricing power of monopolies vs duopolies, one quirk of the debate focuses around falling bond rates, and how this impacts the investment landscape. continue…
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How soon till we see the collapse of profitless prosperity?
Roger Montgomery
September 23, 2019
Is it just me? Or have investors in loss-making US technology companies, like Uber, gone completely insane? As a value investor, I see no good reason to fork out good money for businesses that have never made a profit, and possibly never will. continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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Mortgage credit growth bounces back
Stuart Jackson
September 18, 2019
Last month, REA Group chief executive Owen Wilson claimed that “the buyers are definitely back”. And recent data seem to back him up. House prices are rebounding, auction clearance rates are up, and mortgage credit growth has turned a corner. continue…
by Stuart Jackson Posted in Companies, Property.
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The global tech stocks that are worth buying
Roger Montgomery
September 17, 2019
When it comes to investing in global technology stocks, it pays to do your homework. Because there are some major differences between the big brands that dominate the space. Take Google, Facebook and Uber, for example. continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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WHITEPAPER
INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
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Three reasons why we have held Reliance through recent price volatility
Joseph Kim
September 13, 2019
Reliance Worldwide (ASX:RWC) has been a recent introduction to the portfolio. The company sells innovative and simple plumbing fixtures to enhance productivity and efficiency for end users. Reliance’s core product is the “Push-to-Connect” (PTC) fitting to connect two ends of a pipe, marketed under the Sharkbite brand. continue…
by Joseph Kim Posted in Companies, Stocks We Like.
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Why Peloton Interactive is just the latest hula-hoop
Roger Montgomery
September 12, 2019
We’re currently witnessing a bubble in profitless start-ups funded by private equity. The only questions that remain are what will pop it, and when will it pop? The upcoming IPO of indoor fitness company, Peloton Interactive, is a case in point. continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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Five key themes for small-cap investors
Dominic Rose
September 11, 2019
The smaller end of the stock market delivered a mixed bag during the recent reporting season. But if you sift through the company reports, you’ll find five themes common to those that provided positive reports and/or outlook statements. These are the companies to put on your watchlist. continue…
by Dominic Rose Posted in Companies, Stocks We Like.
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Beware the fallout when the cheap money tap turns off
Roger Montgomery
September 4, 2019
Today, there’s a plethora of companies that would not exist but for the altruism of a tidal wave of high net worth investors running from low interest rates into the arms of private equity funds. Companies like Uber, Tesla and Lyft. But as night follows day, this too shall end. continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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How is Healius tracking?
Tim Kelley
September 2, 2019
Healius Limited (ASX:HLS) (formerly Primary Health Care) operates a suite of health care businesses including pathology, medical centres, diagnostic imaging and day hospitals. These are businesses that should enjoy reliable long-term growth in demand, and Healius generally has good market positions in the markets it operates in. It sounds like it should be a recipe for nicely compounding returns over an extended period of time, right? continue…
by Tim Kelley Posted in Companies, Stocks We Like.
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