Insightful Insights

You may recall that almost a year ago now we commented briefly on our decision regarding the Monash Group Limited (ASX: MVF) IPO in relation to odd trading behaviour we had seen at that time. continue…

by Scott Shuttleworth Posted in Health Care, Insightful Insights.

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In its June decision to leave cash rates unchanged at an historical low of 2 per cent, the Reserve Bank of Australia’s cautious post-announcement comments appear at odds with a government intent on record investment in infrastructure. continue…

by Ben MacNevin Posted in Economics, Insightful Insights.

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We know economists have an unenviable task and can make sheep look like independent thinkers, but their ‘miss’ at the weekend in Canada stands out more for the warning it represents for Australia. continue…

by Roger Montgomery Posted in Economics, Foreign Currency, Insightful Insights.

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We have previously written at length on Aldi and the threat it poses to the Australian Supermarket Industry. Today we focus on why they have been (and will likely remain) so successful. continue…

by Russell Muldoon Posted in Companies, Consumer discretionary, Insightful Insights.

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In their report entitled “Total Retail 2015: Retailers and the age of Disruption”, PricewaterhouseCoopers surveyed more than 19,000 online shoppers in 19 different countries and across six continents.   As online shopping continues to grow at the expense of store visits, four disruptive forces PwC focuses on include the evolution of the store, mobile technology, social networks and demographic shifts. continue…

by David Buckland Posted in Consumer discretionary, Insightful Insights, Technology & Telecommunications.

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We were recently asked by a reader why our portfolio currently contains no investments in the Australian food/agricultural sector and we noted internally that this was a very good question to ask. continue…

by Scott Shuttleworth Posted in Energy / Resources, Insightful Insights.

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There’s a tendency in the media and amongst Australians to get bored with a story.  The world works in mysterious ways and governments respond when the media stirs up popular support for a cause.  It’s our duty then to ensure the important stories remain front of mind.  This story was first published in November however it is just as relevant now… C’mon Joe Australia needs you!

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by Roger Montgomery Posted in Economics, Insightful Insights.

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According to Montgomery Global Fund Portfolio Manager Andy Macken, living in New York City, just about every person almost every night orders their ‘takeout’ on Seamless – known as Seamlessweb before June 2011. Seamless is an online food ordering system that links people with local restaurants, caterers and onsite dining providers. continue…

by Roger Montgomery Posted in Companies, Consumer discretionary, Insightful Insights.

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When asked for an opinion about where equity markets might be headed, it is common practice for expert commentators to start with some insightful comments on the economy. This is a natural place to start, as the economy is big and important, and some insightful comments can quickly establish that the commentator is as similarly big and important. continue…

by Tim Kelley Posted in Economics, Insightful Insights.

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If you are a regular follower of our blog, you will know that we have been negative on Woolworths – and all higher-margin incumbent supermarkets – since our conference call last year with Paul Foley, former CEO for over 20 years at Aldi UK. Just type “Woolworths” into the search bar (above to the right hand side) and you can see all of our articles on the subject. continue…

by Roger Montgomery Posted in Insightful Insights.

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