Investing Education
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What’s your cost of equity?
Scott Shuttleworth
May 12, 2016
There are many questions about the art/science of investment that are unanswerable with any degree of precision (…or even a vague degree). A few immediately spring to mind. continue…
by Scott Shuttleworth Posted in Investing Education.
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On the Virtues of Return on Equity
Tim Kelley
May 3, 2016
Regular readers will know that we are keen observers of business quality, and feel that one of the more helpful markers of business quality is the ability of a business to sustain a high return on equity (ROE). continue…
by Tim Kelley Posted in Investing Education.
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Dalio
Roger Montgomery
March 15, 2016
Ray Dalio of Bridgewater Associates is regarded as the most successful hedge fund manager of all time. And he has a way of thinking about the world that has helped his clients navigate the vicissitudes of the market with such skill they have entrusted $186 billion to Bridgewater. continue…
by Roger Montgomery Posted in Insightful Insights, Investing Education.
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The Numbers Behind the Numbers
Tim Kelley
March 14, 2016
In this recent post I discussed some of the statistics behind investment outperformance, and made the observation that in recent years, the stocks selected for inclusion in The Montgomery Fund have outperformed the market only 54 per cent of the time. While we get more right than we get wrong, the actual percentage of stock picks we get right is perhaps smaller than most people might think, and this is likely to hold true for most, if not all, investment managers. continue…
by Tim Kelley Posted in Insightful Insights, Investing Education.
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Data vs Anecdote
Tim Kelley
March 2, 2016
In my view, the role of chance in equity investing is one of the most important concepts a successful investor needs to grasp. It’s also one that pretty much everyone seems to forget – sometimes even seasoned investment professionals. continue…
by Tim Kelley Posted in Insightful Insights, Investing Education.
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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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How did industry super fare in 2015?
Scott Phillips
February 25, 2016
Many keen tennis fans who watched the free-to-air coverage of the Australian Open this year would have undoubtedly seen the in-game advertising by Industry SuperFunds Australia. The advertising compared the two players on court performance at the completion of the set. It was usually accompanied by a commentator causally trying to work the phrase ‘compare the pair‘ into their analysis of the game, and an Industry SuperFunds Australia logo would also appear on screen (some may have found it to be the perfect time to take a bathroom break). continue…
by Scott Phillips Posted in Insightful Insights, Investing Education.
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Value Investing Series, Part 6
Roger Montgomery
February 24, 2016
If you are interested in learning about value investing, last year we recorded a podcast series with 2GB. Today we share the final episode, of a six-part series. continue…
by Roger Montgomery Posted in Insightful Insights, Investing Education.
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If you can’t pay cash, you don’t deserve it
Roger Montgomery
February 23, 2016
National Australia Bank head of wealth management Andrew Haggar was recently quoted sharing a disturbing statistic: half the population lives from pay cheque to pay cheque. This column offers the foundational elements of personal finance that may not only plant the seed of future financial security for many, but also satisfy the germinating demand for financial literacy and competency.
Click on the image below to read Roger’s Australian article.
You can read all of the team’s press articles through browsing our media library, view more articles here.by Roger Montgomery Posted in Insightful Insights, Investing Education.
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Value Investing series, Part 4
Roger Montgomery
February 5, 2016
If you are interested in learning about value investing, last year we recorded a podcast series with 2GB. Today we share Part 4, of a six-part series. continue…
by Roger Montgomery Posted in Insightful Insights, Investing Education, Value.able.
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Value Investing Series, Part 3
Roger Montgomery
January 28, 2016
If you are interested in learning about value investing, last year we recorded a podcast series with 2GB. Today we share Part 3, of a six-part series. continue…
by Roger Montgomery Posted in Insightful Insights, Investing Education, Value.able.
