Podcast Channel
-
VALUE.ABLE THE PODCAST: EPISODE 11
Roger Montgomery
March 4, 2019
In this episode of Value.Able The podcast Roger identifies the importance of investing in quality companies over the long term and discusses the difference between timing markets and pricing markets.
by Roger Montgomery Posted in Podcast Channel
- 2 Comments
- save this article
- POSTED IN Podcast Channel
-
Value.able the podcast: episode 10
Roger Montgomery
January 31, 2019
In this episode of Value.Able The podcast I discuss the importance of investing over a long-time frame. If we look at the date range between 1926 to 31 December 2017 the S&P 500 has produced 24 negative years and 68 positive years. During those negative years, value investing is particularly helpful.
by Roger Montgomery Posted in Podcast Channel
- save this article
- POSTED IN Podcast Channel
-
VALUE.ABLE THE PODCAST: EPISODE 9
Roger Montgomery
December 20, 2018
In this episode of Value.Able The podcast I take a look at the importance of the return on equity measure. It is an essential ingredient in establishing a businesses economics, and plays a part in determining the returns for shareholders.
by Roger Montgomery Posted in Podcast Channel
- save this article
- POSTED IN Podcast Channel
-
VALUE.ABLE THE PODCAST: EPISODE 8
Roger Montgomery
December 10, 2018
In this episode of Value.Able The Podcast I take a look at the importance of a rational assessment of value by looking at a group to stocks to see if they are expensive or cheap. Valuing a company allows you to see if there is unbridled enthusiasm built into stocks.
by Roger Montgomery Posted in Podcast Channel
- save this article
- POSTED IN Podcast Channel
-
VALUE.ABLE THE PODCAST: EPISODE 7
Roger Montgomery
November 22, 2018
How do you know if a company is expensive? In this episode of Value.Able The Podcast I demonstrate a way you can conduct a litmus test on a company’s price before doing any further research, by using CSL as an example.
by Roger Montgomery Posted in Podcast Channel
- save this article
- POSTED IN Podcast Channel
-
VALUE.ABLE THE PODCAST: EPISODE 6
Roger Montgomery
November 12, 2018
In this episode of Value.Able The Podcast, Roger questions how value investing can help us evaluate what’s going on in markets today. How do we know which companies are trading at extreme highs?
by Roger Montgomery Posted in Podcast Channel
- save this article
- POSTED IN Podcast Channel
-
Value.Able The Podcast: Episode 5
Roger Montgomery
October 31, 2018
In this episode of Value.Able The Podcast, we learn from Wesfarmers’ purchase of Coles in 2007. How do you value a takeover target and understand the price an acquirer is willing to pay?
by Roger Montgomery Posted in Podcast Channel
- save this article
- POSTED IN Podcast Channel
-
Value.Able The Podcast: Episode 4
Roger Montgomery
October 2, 2018
In this episode of Value.Able The Podcast, applying the concepts we have talked about to date, we look at valuing businesses through past experience. Let’s take a look at ABC learning, one of Australia’s most high profile corporate collapses.
by Roger Montgomery Posted in Podcast Channel
- save this article
- POSTED IN Podcast Channel
-
Value.Able The Podcast: Episode 3
Roger Montgomery
September 24, 2018
Thinking like an investor is different to thinking like a speculator. In this episode of Value.Able The Podcast, I discuss why you should think of companies as businesses, instead of just stocks. Price and value are not the same thing. What is meant by an extraordinary business and how do you identify those companies?
by Roger Montgomery Posted in Podcast Channel
- save this article
- POSTED IN Podcast Channel
-
Value.Able The Podcast: Episode 2
Roger Montgomery
September 13, 2018
In this episode of Value.Able The Podcast, I cover the three ingredients that are necessary to become a successful investor. As markets go through cycles, and news constantly floods the wires, how do you stay focused and ignore the noise?
by Roger Montgomery Posted in Podcast Channel
- save this article
- POSTED IN Podcast Channel
- 1
- 2
