Investing Education
-
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.
- 5 Comments
- save this article
- POSTED IN Companies, Investing Education
-
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.
-
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.
-
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.
- save this article
- POSTED IN Investing Education
-
MEDIA
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.
- save this article
- POSTED IN Investing Education, On the Internet
-
WHITEPAPER
HIGHER RETURNS AND LOWER RISK? YES, IT’S POSSIBLE WITH PRIVATE CREDIT
Discover how private credit can deliver higher returns with lower risk in our latest whitepaper. Learn how the Aura Core Income Fund’s AA equivalent rated portfolio has consistently outperformed while maintaining transparency and robust risk management. Unlock the insights to achieve superior risk-adjusted returns today.
READ HERE -
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.
- save this article
- POSTED IN Investing Education
-
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.
- save this article
- POSTED IN Investing Education, On the Internet
-
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.
- save this article
- POSTED IN Investing Education, On the Internet
-
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.
-
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.
