Jaz Harrison wrote an article in Rask Media which discusses Telstra’s Annual General Meeting and mentions Tim’s view on Telstra’s executive pay. Read here.

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by Roger Montgomery Posted in On the Internet

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Robert Bolton wrote an article in the Australian Financial Review which discusses the Navitas takeover, after rejecting a $2 billion bid from a consortium led by private equity firm BGH Capital. Read here.

by Tim Kelley Posted in On the Internet

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The investing process employed by Warren Buffett and Charlie Munger is striking not only for the long-term returns that have been generated, but also for its simplicity. This exclusive article for Livewire identifies three Aussie stocks that pass Buffett’s four step process. Read here.

by Roger Montgomery Posted in Editor's Pick, On the Internet

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Mark Draper published an article in the Australian Financial Review which discusses Apple, Buffet owns around 5 per cent of Apple in Berkshire Hathaway so what’s behind the investment case? Mark also notes that you can own Apple through our global funds including the Montgomery Global Fund and our listed Montgomery Global Equities Fund (ASX:MOGL). Read here. continue…

by Andrew Macken Posted in On the Internet

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In this article for Cuffelinks Roger discusses Tesla and Afterpay, investors in these companies seem to have missed something. What is it? Read here.

by Roger Montgomery Posted in On the Internet

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An article published in Investment News New Zealand discusses our Global strategies and their aim for downside protection. Read here.

by Christopher Demasi Posted in On the Internet

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John McDuling published an article in The Sydney Morning Herald which discusses US tech giants, Amazon and Facebook. John mentions Andrew’s view on Facebook and why it is important to note the resilience of the business lies in the portfolio of properties that Facebook owns not just Facebook itself. Read here.

by Andrew Macken Posted in On the Internet

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Vesna Poljak wrote an article in the Australian Financial Review which mentions Andrew’s views on the US and China trade war. How much is it impacting global markets? Read here.

by Andrew Macken Posted in On the Internet

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Peter Switzer published an article in Switzer Daily which discusses Telstra’s recent spike. Peter discusses Roger’s view and why he bought it when it fell below what he thought was its intrinsic value. Read here.

by Roger Montgomery Posted in On the Internet

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Jonathan Shapiro published an article in the Australian Financial Review which questions whether Afterpay’s magic can continue. Jonathan discusses Roger’s view on the 2.5 per cent net transaction margin Afterpay generated in 2017. Read here.

by Roger Montgomery Posted in Editor's Pick, On the Internet

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