Insightful Insights

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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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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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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For many investors, the sharemarket seems complicated, daunting and impossible to understand. One day the market is down on fears that interest rates might rise, that Greece will default and leave the Euro zone, or that China is slowing. The next day, it’s up because Greece never defaulted, because is China is slowing and they put in a range of circuit breakers to prevent their stock market from spiralling well and truly out of control.

In our experience, confusion amongst investors exists at least partly because of the human tendency to complicate matters. That, and the fact that many experts being replied upon, simply end up being wrong and the media tend to pile onto a story each and everyday making you think that it’s a bigger deal than it actually is. continue…

by Russell Muldoon Posted in Insightful Insights, Investing Education.

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Next in our small cap series – 3P Learning Limited (ASX: 3PL). 3P Learning had its IPO in the second half of 2014 at $2.50 per share but notably hasn’t displayed a great deal of performance since. continue…

by Scott Shuttleworth Posted in Insightful Insights.

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For some time the team at Montgomery have been reporting on the risks to the relative competitive position of the major banks including doing so prior to the publication of David Murray’s Financial System Inquiry (FSI) report. continue…

by Roger Montgomery Posted in Companies, Financial Services, Insightful Insights.

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Last week we discussed Integrated Research Limited (ASX: IRI), a small cap stock with a pleasing track record of performance. Several readers mentioned they would like to hear our comments on Senetas Corporation Limited (ASX: SEN). continue…

by Scott Shuttleworth Posted in Companies, Insightful Insights, Technology & Telecommunications.

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On 2 July 2015, Medibank Private (ASX:MPL) announced that it will end its contract with Calvary Health Care from the end of August. This followed a number of press articles discussing the issue being released in prior weeks.

Medibank is refusing to pay for any patient readmissions within 28 days of a procedure, except in the case of chronic heart failure, chronic obstructive pulmonary disease, cancer and palliative care. continue…

by Stuart Jackson Posted in Companies, Health Care, Insightful Insights.

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We warned you about the Chinese stock market before it’s correction and we have been warning you, for many years, about the price of iron ore falling back to $40/tonne. There have also been many other alerts and insights here on the blog. Today’s is a less tangible, but it is no less important. Indeed, its impact on your portfolio could be much more significant and longer-lasting. continue…

by Roger Montgomery Posted in Economics, Insightful Insights.

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When valuing businesses, it is standard practice for analysts to assume that a business will grow at a constant rate forever. Yet this assumption is deeply flawed, as decline is an inevitable part of every business life cycle – just look at Sizzler Restaurants. continue…

by Ben MacNevin Posted in Companies, Insightful Insights.

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