Investing Education
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Recipe for an idea
Lisa Fedorenko
May 11, 2018
Continuing with the culinary theme, this blog is designed to be a recipe for generating ideas. Before we go into details – it is important to consider the question – how do you like your eggs? For just as people have unique preferences here – different recipes are required for various investment styles. This blog goes through some idea cooking guidelines for five separate styles: continue…
by Lisa Fedorenko Posted in Investing Education.
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Recipe for a stock view
Lisa Fedorenko
May 7, 2018
One question I found myself being asked repeatedly is, how do I look at a new stock? So, I thought I’d share a high-level recipe of what buy-side analysts do.
continue…by Lisa Fedorenko Posted in Investing Education.
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Retiring and contributing to super – what’s our current position?
Scott Phillips
April 18, 2018
After 25 years, and from modest beginnings, the Australian superannuation system has a lot to be proud of. As one of the largest superannuation and pension systems globally it is well on the way to meeting its ultimate purpose of supporting all Australians as they move toward their retirement years. continue…
by Scott Phillips Posted in Investing Education.
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Harsh but true
Lisa Fedorenko
April 16, 2018
Over the years, I’ve received copious advice which has made me a better investor. Today I wanted to share three pieces of rather direct advice which helped me make the most out of meetings. continue…
by Lisa Fedorenko Posted in Insightful Insights, Investing Education.
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Jeremy Grantham says beware the market ‘melt-up’
Roger Montgomery
April 11, 2018
Alas, there’s no magic signal to tell us when this market could savagely correct. The latest note of caution comes from famed US investor, Jeremy Grantham. He believes we are seeing a ‘melt-up’ in the stock market – the final stages of a great bubble near to bursting. continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education, Market commentary.
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WHITEPAPER
INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
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Time to Rein in the Leverage?
David Buckland
March 20, 2018
In a recent interview, Warren Buffett shared the wisdom from Berkshire Hathaway Vice Chairman, Charlie Munger. “My partner Charlie says there is only three ways a smart person can go broke: liquor, ladies and leverage”, he said. “Now the truth is – the first two he just added because they started with L – its leverage”. continue…
by David Buckland Posted in Investing Education.
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How we use discount rates to value business opportunities
Andreas Lundberg
March 2, 2018
All of a sudden, the discounted cash flow (DCF) method is in the news. If you’re not a financial analyst, DCF probably doesn’t mean much to you. But recent comments by Australia’s Grattan Institute prompted me to explain how we go about valuing companies at Montgomery. continue…
by Andreas Lundberg Posted in Investing Education.
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What does outstanding stock picking look like?
Tim Kelley
February 22, 2018
Many readers will have some familiarity with the sorts of returns a successful stock-picker might aim to produce. Often, a fund will have an explicit target of beating the market by an amount of, say, 5 per cent per annum over rolling 5-year periods. While it doesn’t sound dramatic, this sort of extra return can compound into a very dramatic difference to investor wealth over long periods of time, and so it is very valuable. continue…
by Tim Kelley Posted in Investing Education.
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A Biased map
Lisa Fedorenko
February 15, 2018
“Only when you combine sound intellect with emotional discipline do you get rational behaviour” Warren Buffet. It is in the pursuit of such rational decisions that outside of bottom up company analysis, I spend a lot of time exploring and understanding cognitive biases. continue…
by Lisa Fedorenko Posted in Investing Education.
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Make market corrections your ally
Roger Montgomery
February 12, 2018
Recent experience excepted, corrections are typically more frequent and regular than many would prefer, so investing should not occur without acceptance of this. That said, it’s important to prepare, first by making the right investments, and secondly by adopting the right temperament. continue…
by Roger Montgomery Posted in Investing Education.
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