On the Internet
-
Westpac customers braced for Apple Pay
Stuart Jackson
May 22, 2019
Lucas Baird published an article in the Australian Financial Review which discusses why Westpac is the only big four bank without Apple Pay functionality. Lucas draws on Stuart’s view that the resistance was probably linked to the fees Apple charges the banks. Read here.
by Stuart Jackson Posted in On the Internet
- READ ONLINE
- save this article
- POSTED IN On the Internet
-
Bulls and bears: Healius still has a long way to go
Tim Kelley
May 8, 2019
Carrie LaFrenz published an article in the Australian Financial Review discussing one of the more divisive stocks in the market, Healius. Carrie draws on Tim’s view. Read here.
by Tim Kelley Posted in On the Internet
- READ ONLINE
- save this article
- POSTED IN On the Internet
-
It’s unlikely Uber has a long-term future
Roger Montgomery
May 8, 2019
In this article for Cuffelinks Roger discusses the hottest IPO of 2019, Uber. When Uber’s private equity owners and other shareholders hinted they were ready to float in late 2018, a valuation of up to US$120 billion was quickly adopted following investment banker indications. Although is its future really that bright? Read here.
by Roger Montgomery Posted in On the Internet
- READ ONLINE
- save this article
- POSTED IN On the Internet
-
US earnings season delivers for the believers
George Hadjia
April 29, 2019
Vesna Poljak published an article in the Australian Financial Review which discusses some results from the US earnings season and how the digital giants triumphed with reliable earnings growth. Vesna mentions George’s view on Facebook. Read here.
by George Hadjia Posted in On the Internet
- READ ONLINE
- save this article
- POSTED IN On the Internet
-
Algorithms could create unusual rotations in equity markets
Andrew Macken
March 29, 2019
Oksana Patron published an article in Money Management which discuss Andrew and Chris’ latest whitepaper. The paper identifies unusual rotations in global equity markets which could be due to algorithmic trading and discusses how the global market has actually delivered approximately zero in the past four years. Read here. continue…
by Andrew Macken Posted in On the Internet
- READ ONLINE
- save this article
- POSTED IN On the Internet
-
Is THIS a Home Run Investment for Amazon?
Roger Montgomery
March 19, 2019
Harje Ronngard published an article for Money Morning where he mentions Roger’s view on Appen’s recent acquisition. What happens when money is cheap and optimism is high? Read here.
by Roger Montgomery Posted in On the Internet
- READ ONLINE
- save this article
- POSTED IN On the Internet
-
Dividends, share buybacks boost earnings results
Roger Montgomery
March 5, 2019
Stephen Miles published an article in the Sydney Morning Herald which takes a look at the reporting season where many firms maintained their previous profit guidance. Stephen mentions Roger’s view that market sentiment had been so negative going into reporting season, the results were interpreted as being “not as weak as expected.” Read here.
by Roger Montgomery Posted in On the Internet
- READ ONLINE
- save this article
- POSTED IN On the Internet
-
Ramsay plays down Brexit risks as British unit shows signs of recovery
Andreas Lundberg
March 1, 2019
Carrie LaFrenz published an article in the Australian Financial Review which discusses Ramsay Health Care and comments on Andreas’ view that Ramsay may not produce the growth they had previously and comments on their recent result. Read here.
by Andreas Lundberg Posted in On the Internet
- READ ONLINE
- save this article
- POSTED IN On the Internet
-
Montaka’s Andrew Macken, the short seller taking on Buffett’s ‘inevitables’
Andrew Macken
February 26, 2019
Vesna Poljak published an article in the Australian Financial Review which discusses our Kraft Heinz short thesis. We believe changing consumer tastes and unrealistic market expectations have created a golden opportunity to go against a large group of stocks. Read here. continue…
by Andrew Macken Posted in On the Internet
-
Kraft Heinz is a warning to not always invest like Warren Buffett
Christopher Demasi
February 25, 2019
Jonathan Shapiro published an article in the Australian Financial Review where he discusses how one of Buffett’s biggest positions, Kraft Heinz fell 30 per cent after it made a host of horror revelations. Jonathan mentions how the Montaka funds have been actively betting against Kraft Heinz. Read here.
by Christopher Demasi Posted in On the Internet
- READ ONLINE
- save this article
- POSTED IN On the Internet
