Insightful Insights
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Super Ambitious Group
Scott Shuttleworth
August 29, 2014
Last week, Super Retail Group Limited (ASX: SUL) reported to an uncertain retail sector. Having a flick through their investor presentation and the group’s financials – and considering some of the headwinds over the last financial year – it’s quite a fair result. continue…
by Scott Shuttleworth Posted in Companies, Consumer discretionary, Insightful Insights.
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Show me the money
Tim Kelley
August 28, 2014
Michael Lewis’ 2003 book, Moneyball: The Art of Winning an Unfair Game, describes the approach taken by the Oakland Athletics baseball team in the early 2000s. Essentially, the approach involved determining which performance measures contributed the most to the outcome of a baseball game, and recruiting players that rated highly against those measures. continue…
by Tim Kelley Posted in Insightful Insights, Technology & Telecommunications, Value.able.
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Watch, look, see!
Roger Montgomery
August 28, 2014
Here at Montgomery Investment Management, we believe in miraculous returns on equity. With that in mind, today is Miracles Day for CBM; an organisation that conducts cataract surgery, restoring sight to some of the world’s most disadvantaged people. continue…
by Roger Montgomery Posted in Insightful Insights.
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Big Miner Boom?
Roger Montgomery
August 28, 2014
Before we launch into the resources discussion, an update on our Yellen-could-keep-rates-lower-for-longer-fuelling-a-possible-stock-market-boom thesis. continue…
by Roger Montgomery Posted in Energy / Resources, Insightful Insights, Value.able.
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Bubble watch #12 – we’re getting closer
Roger Montgomery
August 27, 2014
Journos are calling it a melt-up; economists are calling it a bubble. Here at Montgomery we’ve been writing since November last year that investors could expect rising asset prices (read: stocks and property) thanks to a regime shift at the US Federal Reserve under Janet Yellen. continue…
by Roger Montgomery Posted in Economics, Insightful Insights.
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- POSTED IN Economics, Insightful Insights
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An update on: AGI
Roger Montgomery
August 27, 2014
A number of investors have posted requests for us to look at Ainsworth Game Technology Ltd (ASX: AGI) following the sell-off in the market price yesterday. continue…
by Roger Montgomery Posted in Companies, Insightful Insights, Technology & Telecommunications.
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Cash is king
Roger Montgomery
August 27, 2014
As you already know, Magellan Financial Group are approached regularly by smaller equity managers seeking an investment. To date, Magellan have only invested in one manager – Montgomery – and Magellan remain the only external investor in our company. continue…
by Roger Montgomery Posted in Insightful Insights, Value.able.
- 4 Comments
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Are you having fun yet?
Roger Montgomery
August 26, 2014
Your author thinks the hilarity must surely be lost on a couple, who at an intimate dinner together, aren’t talking to each other at all, but instead, are photographing their food and Facebooking their friends about what a great time they’re having. continue…
by Roger Montgomery Posted in Insightful Insights.
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Update on The Reject Shop
Scott Shuttleworth
August 22, 2014
The Reject Shop Limited (ASX: TRS) reported on Wednesday morning and we fortunate to be able to share some time with the company at our offices. continue…
by Scott Shuttleworth Posted in Insightful Insights.
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Making Sense of ResMed’s New Platform
Ben MacNevin
August 22, 2014
ResMed Inc (ASX: RMD) has launched its new flow generator platform, the AirSense 10, and first impressions are positive. continue…
by Ben MacNevin Posted in Health Care, Insightful Insights.
