Insightful Insights

Proverbs 18:16 warns “Pride goes before destruction, a haughty spirit before a fall.” The verse is the source of the modern cliché and despite its notoriety many are indeed trapped. continue…

by Roger Montgomery Posted in Insightful Insights.

• 2 Comments
• save this article
• POSTED IN Insightful Insights

Like many readers, we have been keen to see the installation of a new CEO, and resumed focus on business growth, at Infomedia. We saw some progress on this front last week, with the announcement that Jonathan Rubinsztein will assume the role from 14 March, 2016. continue…

by Tim Kelley Posted in Insightful Insights.

• 5 Comments
• save this article
• POSTED IN Insightful Insights

Further to our recent blog post on Altium Limited (ASX:ALU), Altium has today announced that it has signed an OEM agreement with Dassault Systèmes to introduce a new SOLIDWORKS Electronic Computer – Aided Design (ECAD) product based on Altium’s Printed Circuit Board (PCB) software technology. continue…

by Russell Muldoon Posted in Companies, Insightful Insights.

• save this article
• POSTED IN Companies, Insightful Insights

During the holiday break, if you didn’t completely turn off from finance and investing, you may have read one, two or a dozen columns about where the markets are heading in 2016, ‘how to make money in 2016’ and where the best returns will come from in 2016. continue…

by Roger Montgomery Posted in Insightful Insights.

• 6 Comments
• save this article
• POSTED IN Insightful Insights

According to the World Steel Association, global crude steel production declined 3 per cent from a peak of 1,670 million tonnes in 2014 to 1,623 million tonnes in 2015. Every single month in 2015 saw a year on year decline. continue…

by David Buckland Posted in Insightful Insights, Manufacturing.

• save this article
• POSTED IN Insightful Insights, Manufacturing

The Lindy effect is a theory on the life expectancy of non-perishable things. The concept is that for certain types of non-perishable things, the remaining life expectancy can be estimated from the amount of time something has already been around, with increasing age implying increasing remaining life expectancy. This clearly doesn’t work for living organisms, whose remaining life expectancy declines the longer they have been around, but it can provide a useful perspective on non-living things like ideas, technologies, businesses, buildings etc. For example, if a book has been in print for 40 years, you might reasonably expect it to be in print for another 40 years. continue…

by Tim Kelley Posted in Insightful Insights.

• 7 Comments
• save this article
• POSTED IN Insightful Insights

If you are interested in learning about value investing, last year we recorded a podcast series with 2GB.  Today we share Part 3, of a six-part series. continue…

by Roger Montgomery Posted in Insightful Insights, Investing Education, Value.able.

• save this article
• POSTED IN Insightful Insights, Investing Education, Value.able

We aren’t in the business of forecasting and it has no place in our investment process which last year delivered investors in The Montgomery Fund returns of more than 19 per cent against the stock market returns of just 2.8 per cent inclusive of dividends. At the beginning of 2015 we thought there wasn’t a lot of value around and lower returns should be expected. Even though we were right about the market’s aggregate return, it didn’t prevent the generation of attractive returns for investors. continue…

by Roger Montgomery Posted in Insightful Insights, Investing Education, Market Valuation.

• 3 Comments
• save this article
• POSTED IN Insightful Insights, Investing Education, Market Valuation

Blenheim Partners have summarised the senior appointments and Board movements across the market for the month of December.

Please click here to read the movements by sector for December 2015.

For more information, contact Blenheim Partners, Clare McKenna on +61 2 9253 0951 or at clare.mckenna@blenheimpartners.com.

by Roger Montgomery Posted in Insightful Insights.

• save this article
• POSTED IN Insightful Insights

One of the categories for Montaka’s short selling framework is structural decline. Another is asymmetric risk.

One company that we believe fits at least both of these categories is Freeport-McMoRan, a U.S.-based natural resource producer of gold, silver and copper with operations in Asia and Spain. continue…

by Roger Montgomery Posted in Insightful Insights.

• 6 Comments
• save this article
• POSTED IN Insightful Insights