After many years of under-investment in infrastructure, Australian governments have recently been on an infrastructure spending frenzy. Some projects have been worthwhile. Others have not. Is it time to pause and think more carefully about the way public money is spent? continue…

by Andreas Lundberg Posted in Insightful Insights

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Structural changes within industries can create opportunities for investors on both the long and the short side. The music industry has undergone enormous structural change over the last two decades, with the displacement of physical music sales (CDs) by digital music, including rampant piracy. continue…

by Andrew Macken Posted in Insightful Insights

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It’s not often I’m motivated to republish, in its entirety, a speech from the head of the Australian Competition and Consumer Commission.

The subject covered however is one that touches us all, and in ways we didn’t realise. And it represents another example of the change that industries confront from time to time and which investors have to consider and navigate. continue…

by Roger Montgomery Posted in Insightful Insights

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Over the years, I’ve received copious advice which has made me a better investor. Today I wanted to share three pieces of rather direct advice which helped me make the most out of meetings. continue…

by Lisa Fedorenko Posted in Insightful Insights, Investing Education

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One of the cooler sites you can find on the interweb is David McCandless’ informationisbeautiful.net – a site aimed at using data visualisation and information design to convey interesting stories and ideas. continue…

by Tim Kelley Posted in Insightful Insights

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I recently had the privilege of attending a mindfulness workshop hosted at Deutsche Bank for the Junior Women in Markets Committee (this is a fantastic network for women working in Australian equity markets). I wanted to share the exercises we learnt, but also explain the value of practicing mindfulness in investing. continue…

by Lisa Fedorenko Posted in Insightful Insights

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In very early March we sent our Montgomery [Private] Fund investors the February Investment Report. It is a particularly useful insight for all investors, and with the passage of time it can now be shared with you. continue…

by Roger Montgomery Posted in Insightful Insights

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Our recent poll asked readers where they thought the best returns would come from in the next 12 months. continue…

by Roger Montgomery Posted in Insightful Insights

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On International Women’s Day last week, Sheryl Sandberg launched a new #MentorHer campaign. Mentoring is something I’ve done voluntarily both formally and informally for a number of years. It can be enormously gratifying and this campaign got me thinking about why it’s so important. continue…

by Lisa Fedorenko Posted in Insightful Insights

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“I believe a management team is focused first and foremost on figuring out a way to consistently provide great value for its customers can be a durable competitive advantage”, [1] wrote John Huber of Saber Capital in a recent presentation to Google. continue…

by Lisa Fedorenko Posted in Insightful Insights

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