Investing Education
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The low-risk investment strategy
Roger Montgomery
May 6, 2014
In this interview with Ross Greenwood on Radio 2GB on Tuesday May 6, Roger discusses risk and probability when it comes to investing, and why it’s important to consider the value of a business rather than trying to gamble on the stock market. Listen here.
by Roger Montgomery Posted in Investing Education, Market commentary.
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Good Investment Performance from BTT
Tim Kelley
May 1, 2014
One of the businesses we follow in The Montgomery Fund is BT Investment Management (ASX: BTT). Being fund managers ourselves, we like to think we have some understanding of this type of business. continue…
by Tim Kelley Posted in Companies, Investing Education.
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A Question of Value
Ben MacNevin
April 28, 2014
Here’s a question for you. If a company receives a takeover offer at a material premium to its current share price, has the company’s management been successful at realising value for its shareholders? continue…
by Ben MacNevin Posted in Insightful Insights, Investing Education, Value.able.
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Value Investing According to Browne
Roger Montgomery
April 22, 2014
Those of you have read anything or even, possibly, everything written about Warren Buffett, you would know that he has said many flattering things about Charles Browne and Forrest Tweedy and the brokerage-come-funds-management firm they founded Tweedy Browne LLC. continue…
by Roger Montgomery Posted in Investing Education, Value.able.
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The market’s best companies
Roger Montgomery
April 16, 2014
Recently, I contributed an article to the April 2014 edition of the ASX Investor Update email newsletter, which was then published on the ASX website. In what was essentially a checklist in helping spot great companies, I nominated 15 that fit the criteria. Read the full article here, and to register with the MyASX newsletter, click here.
by Roger Montgomery Posted in Companies, Investing Education.
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You know it makes sense
Russell Muldoon
April 11, 2014
Stanley Druckenmiller, one of the titans of the hedge fund industry and the man who famously made $1 billion shorting the British pound with George Soros in 1992, was recently asked about the most important lessons that he learned from Soros during his time as the lead portfolio manager for the Quantum fund. continue…
by Russell Muldoon Posted in Insightful Insights, Investing Education.
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Has the search for yield run out of steam?
Tim Kelley
April 4, 2014
One prominent feature of the Australian equity market in the last few years has been strong support for large dividend-paying stocks. The Big Four banks have been particular beneficiaries of this, and have enjoyed share price gains that seemed to go beyond what might otherwise be justified. The first chart below compares the ASX300 (in yellow) with the banks’ sub-index (in pink) for the past 24 months. Bank shareholders have done very well during this period. continue…
by Tim Kelley Posted in Insightful Insights, Investing Education, Market Valuation.
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Be patient and you will prosper
Roger Montgomery
March 22, 2014
In this column, published in The Australian, I reflect on one of the most important virtues for the modern-day value investor: patience. Read here.
by Roger Montgomery Posted in Investing Education.
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Sometimes, it pays to find the truly visionary leaders
Roger Montgomery
March 14, 2014
In this article for Cuffelinks, I discusses the fundamentals of value investing, and the importance of thinking like a visionary. Read here.
by Roger Montgomery Posted in Investing Education, On the Internet.
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Buffett’s still got it, despite fall
Roger Montgomery
March 8, 2014
In this column, published in The Australian, I consider Warren Buffett’s recent letter to Berkshire Hathaway shareholders, and how this demonstrates his long-held status as the world’s most successful value investor. Read here.
by Roger Montgomery Posted in Investing Education.
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