Insightful Insights
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Board movements for January 2016
Roger Montgomery
February 9, 2016
Blenheim Partners have summarised the senior appointments and Board movements across the market for the month of January. continue…
by Roger Montgomery Posted in Insightful Insights.
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For the love of real estate
Roger Montgomery
February 8, 2016
Australia has a love affair with property the likes of which the rest of the world may not fully appreciate. The 18th top-ranked site in Australia is realestate.com.au, pipped only by sites operated by global powerhouses such as Google, Twitter, Ebay and Facebook. continue…
by Roger Montgomery Posted in Companies, Insightful Insights, Property.
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What are the long term implications of AI for Labour, Productivity and Economic Equality?
Stuart Jackson
February 8, 2016
Last week, Citi Research in conjunction with the Oxford Martin School released their latest report in a long term series looking at some of the global challenges of the 21st century. continue…
by Stuart Jackson Posted in Insightful Insights.
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The Steel Bears Are Winning – Part 2
David Buckland
February 5, 2016
Back on 16 March 2015, the conclusion from my blog entitled “China Dumping Steel Is A Cause For Concern” was global steel production had already reached a turning point. continue…
by David Buckland Posted in Energy / Resources, Insightful Insights.
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Real Estate – all singing all dancing
Roger Montgomery
February 5, 2016
REA Group (ASX: REA) has just released their first half results for the 2016 financial year.
by Roger Montgomery Posted in Insightful Insights, Property.
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Value Investing series, Part 4
Roger Montgomery
February 5, 2016
If you are interested in learning about value investing, last year we recorded a podcast series with 2GB. Today we share Part 4, of a six-part series. continue…
by Roger Montgomery Posted in Insightful Insights, Investing Education, Value.able.
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Hubris?
Roger Montgomery
February 4, 2016
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.
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A new CEO at Infomedia
Tim Kelley
February 3, 2016
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.
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Altium deal. Could be big.
Russell Muldoon
February 2, 2016
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.
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What to do with your equity portfolio in 2016
Roger Montgomery
February 2, 2016
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.
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