Investing Education
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MEDIA
Don’t go swimming naked for a short term thrill
Roger Montgomery
February 14, 2014
In this article for Cuffelinks, I discuss the downfalls of investing in poor companies for any period of time – likening the practise to skinny dipping for a short-term thrill. Read here.
by Roger Montgomery Posted in Investing Education, On the Internet.
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MEDIA
The decline of margin lending
Roger Montgomery
February 7, 2014
In this article for Cuffelinks, I look at the reason for the decline in margin lending, and why this is a positive thing for value investors. Read here.
by Roger Montgomery Posted in Investing Education, On the Internet.
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Are we there yet?
Tim Kelley
January 24, 2014
Half-year reporting season is just around the corner, and at Montgomery, we have the tendency to get a little bit excited about it.by Tim Kelley Posted in Companies, Insightful Insights, Investing Education.
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WHITEPAPERS
New investment opportunities
Roger Montgomery
November 12, 2013
In this special double edition white paper, exclusively for RogerMontgomery.com subscribers, we analyse:
• The key things to consider before investing in an Initial Public Offering (IPO)
• New investment opportunities posed by an ageing population
continue…by Roger Montgomery Posted in Investing Education, Whitepapers.
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Best of the Best
Roger Montgomery
August 29, 2013
The peak week for reporting season has a been a good one for plenty of companies owned by Montgomery funds. continue…
by Roger Montgomery Posted in Companies, Insightful Insights, Investing Education.
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WHITEPAPERS
Understanding sensible value investing
Roger Montgomery
August 2, 2013
Exclusively for subscribers! Find out how to lay solid foundations for value investing in the first of a two part series.
continue…by Roger Montgomery Posted in Investing Education, Whitepapers.
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WHITEPAPERS
Identifying a good company
Roger Montgomery
May 10, 2013
Enjoy the next in our 2013 exclusive subscriber-only white paper series.
continue…by Roger Montgomery Posted in Investing Education, Whitepapers.
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Put not your trust in money, but put your money in trust. -Oliver Wendell Holmes
Roger Montgomery
March 22, 2013
If you have been following the Montgomery story for some years, you will know that here at Montgomery we are focused value investors. If you have been also following the Skaffold journey you will know it is the online investing platform through which anyone can adopt and implement a value investing approach.
It is encouraging then, for all value investors, to observe that the approach we have adopted, and which we try our best to share is working.
continue…by Roger Montgomery Posted in Insightful Insights, Investing Education.
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The irrational “Mr Market”
Ben MacNevin
March 20, 2013
Charlie Munger is one the most influential investors in the world today. As a founding partner of Berkshire Hathaway with Warren Buffett, Munger is known for his ability to logically process a number of steps in quick succession by employing about 90 relatively simple mental ‘models’.
You may be interested in the link below – to a speech that Charlie Munger presented and in which he discusses many of these models. The speech is well worth a read if you seek to improve your ability to make logical investment decisions (indeed, many of our blog posts reference these models in some way).
continue…by Ben MacNevin Posted in Companies, Insightful Insights, Investing Education, Market Valuation.
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Wrestling with Resources
Tim Kelley
March 18, 2013
I noted with interest Anton Tagliaferro’s comments in today’s AFR, lamenting the apparent lack of shareholder focus shown by boards of directors in the resources and energy sectors. Reading these comments, it struck me that the boards of these companies are no doubt plagued by the same issues that confound value investors looking at these types of businesses.
As value investors, we aim to acquire an interest in a business when we can see that the value of the business is greater than the price we need to pay to own it. At Montgomery, we are concerned also with quality and a host of other factors, but let’s focus for the moment on value.
continue…by Tim Kelley Posted in Energy / Resources, Insightful Insights, Investing Education.