Stocks We Like
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Why Codan satisfies my inner geek – and meets my search for quality
Andreas Lundberg
March 16, 2018
In Adelaide, well away from Australia’s better known tech centres, is a small, innovative company called Codan (ASX:CDA) that many argue is leading the world in the technology it creates. Once you read about the company, we wonder whether you agree. continue…
by Andreas Lundberg Posted in Companies, Stocks We Like
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Hey Electrolux, what’s with all the cash?
Andrew Macken
February 5, 2018
With all the focus out there today on the Amazons, Facebooks and Tencents of the world, is there any room left for an “old fashioned” manufacturer of household and professional appliances? Electrolux (ELUXB SS) is a well-known, Swedish-based global leader in this space, selling more than 60 million products each year to customers in more than 150 countries around the world. continue…
by Andrew Macken Posted in Stocks We Like
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What makes us even more excited about St James’s Place?
Christopher Demasi
December 18, 2017
On 27 July, St James’s Place (SJP) (LSE: STJ) released an updated set of financial results for the first half of fiscal year 2017. While the performance was nothing shy of tremendous, we were most excited by a new insight into SJP’s business that emerged from the report and management discussion, and has significant implications for the value of the stock. continue…
by Christopher Demasi Posted in Companies, Stocks We Like
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We are living in a personalised world
Andrew Macken
December 8, 2017
“Consumer expectations have sky-rocketed to the point that hyper personalisation is no longer optional for brands, it’s imperative,” said Adobe’s Aseem Chandra recently. This is a clear trend we have been observing for some time. Consumers demand tailored experiences to their individual preferences. And this is dividing the consumer-facing business landscape into two groups: those who can deliver a personalised experience; and those who cannot. continue…
by Andrew Macken Posted in Companies, Global markets, Stocks We Like
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St James’s Place is the wealth(y) platform you never noticed
Christopher Demasi
December 7, 2017
We view the platform business model as one of the greatest business models for investors to own. Platform businesses provide the necessary common infrastructure upon which an ecosystem of businesses, products and services can be accessed by users, customers, vendors and partners. They benefit from advantages related to scale, access to data, network effects and M&A value extraction. And in doing so platforms share in the value they create for each of the members of their ecosystem. continue…
by Christopher Demasi Posted in Companies, Global markets, Stocks We Like
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Jupiter reaching for the stars
Andrew Macken
December 5, 2017
We were recently asked what we see in Jupiter Fund Management (LSE: JUP), a UK-based business owned in our global portfolios. Without giving away our entire analysis, the following note seeks to lay out, in simple terms, why we believe this is a high quality global business that is currently undervalued. continue…
by Andrew Macken Posted in Companies, Stocks We Like
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Demand for planes will keep Airbus flying for decades
Christopher Demasi
December 4, 2017
In late June of this year Le Bourget Airport in north Paris played host to the 52nd Paris Air Show. The event is held every other year and provides manufacturers – primarily Airbus and Boeing – the opportunity to showcase their aircraft to potential customers and, more importantly, to negotiate deals for new planes. This year over 1,200 orders and commitments for planes worth more than US$100 billion were announced, demonstrating the continued strong demand from airlines. continue…
by Christopher Demasi Posted in Companies, Stocks We Like
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TradeMe looks set for long-term revenue growth
Stuart Jackson
November 28, 2017
Lately, we are hearing many investors lament that it’s getting hard to find value in our market. Well, there are still pockets of value. And TradeMe (ASX:TME), New Zealand’s largest online auction and classifieds website, could be one of them. continue…
by Stuart Jackson Posted in Companies, Stocks We Like
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Why do we own Facebook?
Andrew Macken
November 27, 2017
At Montgomery Global, we believe the online technology platform is a special business model that, if successful, will deliver owners supernormal returns for a long period of time. As positive network effects compound the value of the platform’s ecosystem for all users, the ecosystem grows, and with it does the scale of the platform, its access to valuable data and its ability to monetize new (or acquired) technology over the existing platform. continue…
by Andrew Macken Posted in Companies, Stocks We Like
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A (re)visit to the hospital: Healthscope and Ramsay
Roger Montgomery
March 27, 2017
Over the course of 2016, we provided insight into the competitive dynamics and aggregate prospects of several industry sectors, from financial markets to supermarkets, listed on the Australian stock market.
continue…by Roger Montgomery Posted in Editor's Pick, Health Care, Stocks We Like
