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Triumphant disrupters are never easy to pick
Roger Montgomery
October 6, 2015
In this column published in the AFR, George Hadjia writes about disruption and the implications for investors. He mentions Apple and Qualcomm. Read here.
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Make your money mistakes work for you
Roger Montgomery
October 6, 2015
by Roger Montgomery Posted in In the Press.
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Higher payout ratios can leave your income static
Roger Montgomery
October 3, 2015
In this column published in The Australian, Roger discusses low-yielding term deposits that have plunged retirees into what can only be described as an income recession. Read here.
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Back down to earth
Roger Montgomery
October 2, 2015
In this column published in the September issue of Money magazine, Roger discusses the dangers of participating in initial public offerings. Read here.
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In the vice of low commodity prices
Roger Montgomery
September 30, 2015
In this column published in the Herald Sun, Roger discusses the decline of Teck Resources, one of the larger “short positions” held in the Montaka Global Fund. Read here.
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Finding winners is hard but losers often pick themselves
Roger Montgomery
September 19, 2015
In this column published in The Australian, Roger discusses disruption to the bricks-and-mortar retailing of books. Read here.
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Let’s get real: China won’t stop overproducing steel
Roger Montgomery
September 5, 2015
In this column published in The Australian, Roger comments on the over production of steel in China. Read here.
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Danger: don’t be fooled by global share rallies
Roger Montgomery
September 4, 2015
Rob Burgess writes an article about the future of Australian stocks. He mentions Roger Montgomery and his view that Australian investors have developed a culture of yield-chasing, heedless of the capital value of the shares they buy. Read here.
by Roger Montgomery Posted in In the Press.
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REA owns the space
Roger Montgomery
September 3, 2015
In this column published in the September issue of Money magazine, Roger comments on REA Group’s competitive advantage that sets the company up for long-term performance. Read here.
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Cost-cutting, commodity price collapse were hallmarks of reporting season
Roger Montgomery
September 2, 2015
Jeremy Chunn writes an article on reporting season and the global uncertainty weighing on the local sharemarket. Read here.
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