Investing Education
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Framework for investing is working already
Roger Montgomery
August 2, 2022
We have been prompting investors over the last month or two to consider a framework for investing amid macro-economic, geopolitical and central bank chaos. Trying to pick how markets will respond to a barrage of sometimes conflicting influences is near impossible. The picture is so complex and dynamic, picking whether the market will fall or rise is at best just a guess. continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education.
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How to use Warren’s wise words to see you through this downturn
Roger Montgomery
June 21, 2022
Over the years, legendary investor Warren Buffett has become the Shakespeare of the investment world, whose words of advice are quoted far and wide. In a recent article in The Australian, Nadine McGrath listed some popular Buffett quotes she thought might help nervy investors navigate these volatile times. Here are some of my favourites from the list. continue…
by Roger Montgomery Posted in Investing Education.
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Price and Value are two different things – just ask Canva investors
Roger Montgomery
June 3, 2022
With the share prices of tech stocks having cratered in recent months, there are perhaps few more opportune times than now to revisit the important difference between Price and Value. It may surprise investors that every business has a real worth or a true value that may bear no resemblance to the currently traded price. continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education.
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Dollar-cost averaging to navigate market volatility
Toby Roberts
March 11, 2022
The events of 2022 to date, have undoubtedly brought the return of elevated levels of uncertainty and volatility to the world’s markets. The Chicago Board Options Exchange’s Volatility Index (commonly referred to as the VIX Index), a common gauge of broad market sentiment that measures expectations of near-term price movements of the S&P 500 Index, is currently sitting above 35 points, its highest mark since October 2020. continue…
by Toby Roberts Posted in Investing Education.
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Accessing Montgomery’s funds through a platform
Scott Phillips
February 4, 2022
During this most recent pull back in equity markets, we have received a number of calls from investors who have enquired as to what platforms Montgomery’s suite of funds are available on. Now many people may be asking what a “platform” is and what do they do. continue…
by Scott Phillips Posted in Investing Education.
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The de-risking process for “concept stocks”
David Buckland
November 23, 2021
I recently pointed out that around two-thirds of the 2,000 companies listed on the ASX are unprofitable. In this blog I thought it might be useful to focus on pre-profit companies, together with a handy list to assist investors to discern the wheat from the chaff. continue…
by David Buckland Posted in Investing Education.
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The blog benefits from takeovers, while investors benefit from the blog!
Roger Montgomery
July 9, 2021
I’m really impressed by the investment teams we have assembled here at Montgomery. Not only are the funds they are managing generating outperformance for investors, but they are producing content here at the blog that is proving extremely useful and profitable, for free! continue…
by Roger Montgomery Posted in Investing Education.
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Montgomery Small Companies Fund – Active management in action
Dean Curnow
June 24, 2021
What does active management look like in the modern era? There are many ways to assess how active a manager actually is – from comparing their active share (or common holdings) or sector over/underweights versus the index, or the turnover rate of their underlying holdings, to name a few. continue…
by Dean Curnow Posted in Investing Education.
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Finding opportunities in small companies
Gary Rollo
May 4, 2021
There are over 2,000 companies listed on the ASX and most of them are small caps presenting huge investment opportunities in ASX small cap stocks, but how do you know which ones to invest in? We look for exposure to high-quality businesses that exhibit considerable growth and will come out of the pandemic in a stronger competitive position.
by Gary Rollo Posted in Companies, Investing Education.
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How to estimate intrinsic value
Roger Montgomery
April 30, 2021
In this educational video Roger shares the steps for estimating intrinsic value using the formula from his book Value.able. Back in February 2011 when he applied the formula to Woolworths Roger arrived at an intrinsic value of $23.36. Today, he share with you the steps to update the estimated intrinsic value of Woolworths keeping in mind the biggest change over the last 10 years – a significant decline in interest rates. continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education, Video Insights.