Insightful Insights
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Ubiquity Destroys Luxury
Roger Montgomery
July 31, 2015
At the inception of the Montaka Global Fund on July 1 we invested, on behalf of our clients, against the business models of some very high-profile, luxury brands, like Prada, Michael Kors and Coach. continue…
by Roger Montgomery Posted in Consumer discretionary, Insightful Insights.
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Are interest rates hurting rather than helping?
Stuart Jackson
July 30, 2015
The chief economist at the Bank of England recently made a speech in which he mentioned the increase in capital management (ie. increased dividend payout and buy back activity) by public companies as having consequences for economic growth. continue…
by Stuart Jackson Posted in Insightful Insights.
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Are you investing or speculating?
Tim Kelley
July 30, 2015
When you last bought a parcel of shares, were you investing or speculating? The term speculation carries some negative connotations, evoking thoughts of risk and recklessness, and is probably not one many of us would want to identify with. It’s a distinction that often arises in financial journalism and marketing, with money managers typically laying claim to the investor label to convey that what they are doing is good, wholesome and professional, and not prone to misadventure. continue…
by Tim Kelley Posted in Insightful Insights, Investing Education.
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Value in REA-lty
Scott Shuttleworth
July 29, 2015
There’s no doubt that REA Group Limited (ASX: REA) has been an excellent performer in terms of share price over the past decade, it’s up over 2,600 per cent. We now ask, with questions arising about a potential housing bubble and maybe even a looming burst just around the corner, will REA be able to maintain this?
The answer may surprise you. continue…
by Scott Shuttleworth Posted in Insightful Insights, Property.
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UnMcDonalds?
Roger Montgomery
July 28, 2015
The photo you are looking at was taken earlier today after a meeting with a very impressive planning firm. It’s a photograph of a bus running south on Castlereagh Street in Sydney and it’s an admission by one of the world’s iconic companies that its brand might be worth zip. continue…
by Roger Montgomery Posted in Consumer discretionary, Insightful Insights.
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Are you worried about China’s job market?
Ben MacNevin
July 27, 2015
As the largest online job boards in China, you would expect management of Zhaopin and 51Job to have keen awareness of the Chinese economy. Yet like most commentators on China’s prospects, the view from the top is quite divergent. continue…
by Ben MacNevin Posted in Foreign Currency, Insightful Insights.
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Crafty Banks and Hard Braking – more rate rises to come
Roger Montgomery
July 27, 2015
On Friday the Commonwealth Bank of Australia (CBA) became the second of the big four banks to increase interest rates for property investors. The media reported over the weekend that the reason for this is an effort to “rein in” investor lending. continue…
by Roger Montgomery Posted in Financial Services, Insightful Insights.
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When the disruptor becomes the disrupted
Stuart Jackson
July 25, 2015
The industrial action taken by taxi drivers in Paris a couple of weeks ago once again showed that the change caused by industry disruptors has a real face, and that change invariably causes pain. continue…
by Stuart Jackson Posted in Insightful Insights, Value.able.
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Making Sense of Millennials
David Buckland
July 24, 2015
Millennials are broadly defined as anyone born between 1981 and 2000, and while there is a different daily reality between a 15 year old and a 34 year old, this “category” currently accounts for one-third of the global population and is projected to comprise 75 per cent of the global workforce by 2030. continue…
by David Buckland Posted in Insightful Insights, Value.able.
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Diagnosing Pathology Problems
Ben MacNevin
July 24, 2015
Sonic Health Care (ASX: SHL) and Primary Health Care (ASX: PRY), the two largest pathology service providers in Australia, announced earnings downgrades in the past fortnight. While Primary cited “extreme” weather for the weakness, we think the underlying reason is far more structural in nature. continue…
by Ben MacNevin Posted in Companies, Health Care, Insightful Insights.
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