Investing Education
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More on the value of growth
Tim Kelley
July 23, 2015
In an earlier post here, we highlighted the importance of earnings growth to company valuation. The unsurprising conclusion was that a business that is able to maintain steady growth over an extended period of time can accumulate tremendous value.
Today we look at it from another, more quantitative angle, and ask how useful historical growth rates are as an indicator of future investment merit. continue…
by Tim Kelley Posted in Investing Education, Market commentary.
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Understanding the Value of Growth
Tim Kelley
July 6, 2015
In theoretical terms, company valuation is a simple enough concept. The value of any company should equate to the present value of all the dividends that the company will pay over its lifetime. continue…
by Tim Kelley Posted in Insightful Insights, Investing Education.
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The Speed of Change
Ben MacNevin
July 3, 2015
As you may have heard, the Supreme Court of the United States legalised gay marriage last week. Not a line you may expect to start a blog post on investing, but the ruling provides a fascinating insight into how quickly society is changing. continue…
by Ben MacNevin Posted in Insightful Insights, Investing Education, Market commentary.
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Who’s going to be top of the charts this year?
Scott Phillips
June 25, 2015
It’s interesting to look back at the last 22 years of asset class returns and wonder how nice it would have been to be invested in last year’s winning asset class!
by Scott Phillips Posted in Companies, Insightful Insights, Investing Education.
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Hurdle rates
Ben MacNevin
June 25, 2015
There are two parties involved in the allocation of capital both into and within public companies – the investor and the manager. Do your return requirements align with the managers of the companies you’re invested in?
by Ben MacNevin Posted in 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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The Buffett effect
Tim Kelley
June 17, 2015
Australian banks have had a good run this week, apparently on the back of some comments made by Warren Buffett in a media briefing relating to Berkshire Hathaway’s investment in Insurance Australia Group (ASX: IAG). continue…
by Tim Kelley Posted in Financial Services, Insightful Insights, Investing Education.
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3 things to look for in corporate capital policy
Scott Shuttleworth
May 20, 2015
As Australians we tend to have a strong attraction to the humble dividend. If our current markets are anything to go by, some investors may have chased yield whilst having thrown caution to the wind. continue…
by Scott Shuttleworth Posted in Investing Education.
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Investors need to keep an eye on the storm
David Buckland
April 22, 2015
As the enormous storm hitting Sydney and the Hunter Region moved into its third day, I thought this article from Bloomberg claiming March 2015 is the hottest month on record, according to the National Oceanic and Atmospheric Administration (NOAA) would be of interest. continue…
by David Buckland Posted in Insightful Insights, Investing Education.
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What does the future hold for the Big 4 Banks?
Russell Muldoon
April 11, 2015
Let’s say four years ago you were offered the opportunity to buy a portfolio of well-known businesses for $272.3 billion, which are expected to generate $24 billion in after-tax earnings. While this implies an earnings yield of 8.8 per cent, you decide to forgo the investment. continue…
by Russell Muldoon Posted in Financial Services, Insightful Insights, Investing Education.
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WHITEPAPERS
Many Happy Returns
Scott Phillips
April 2, 2015
The Montgomery Fund’s special brand of value investing has produced a successful track record since inception. continue…
by Scott Phillips Posted in Insightful Insights, Investing Education, Montgomery News and Updates, Whitepapers.
