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Redbubble – A COVID-19 winner with global ambitions
Joseph Kim
September 2, 2020
With more than six months of COVID-19 disruptions behind us, there have been some clear winners emerging as a result of changes in spending patterns and the shift to online. One such business has been Redbubble – a growing online marketplace providing print-on-demand products based on user-submitted artwork. continue…
by Joseph Kim Posted in Companies, Stocks We Like
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Three more winners, and a loser, from reporting season
Roger Montgomery
August 28, 2020
Reporting season has delivered few surprises. This was again borne out by the results announcements from Woolworths, Reece, Flight Centre, and Afterpay, which are all exposed to consumer spending. No prizes for guessing which ones delivered strong results, and which one did not. continue…
by Roger Montgomery Posted in Companies, Stocks We Like
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Peak Apple?
Daniel Wu
August 28, 2020
Last week, Apple became the first company in the world to eclipse US$2 trillion market capitalisation and has continued its surge above that level in anticipation of the upcoming 4-for-1 stock split. The company took 38 years to reach the first trillion and only two years to reach the second (or 11 months, if we count from the second time Apple breached $1 trillion). continue…
by Daniel Wu Posted in Companies, Stocks We Like
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Is the sun rising or setting on Facebook?
Andrew Macken
August 27, 2020
The conventional wisdom today is that Facebook is a mature behemoth that is under intensifying risk of being penalised in a multitude of possible ways by regulators. continue…
by Andrew Macken Posted in Companies, Stocks We Like
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APE and SUL make hay from our newfound spending habits
Roger Montgomery
August 26, 2020
What do A.P. Eagers Automotive (ASX:APE) and Super Retail Group (ASX:SUL) have in common? Well, for starters, these firms have seen their revenues turbo charged by our changed spending habits since the start of Australia’s COVID-19 travel restrictions. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like
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Reliance Worldwide continues to reward investors
Roger Montgomery
August 25, 2020
Reliance Worldwide (ASX:RWC), a global provider of water control systems and plumbing solutions, is a business we’re very happy to own. True to its name, the company’s latest earnings announcement was extremely positive, which led to a strong bounce in the share price. continue…
by Roger Montgomery Posted in Companies, Stocks We Like
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Apple at $2 trillion
Christopher Demasi
August 25, 2020
Last week Apple’s share price hit a new record and the market value of the company rose above $2 trillion for the first time. There’s still a lot to like, but we are proceeding with caution for now. continue…
by Christopher Demasi Posted in Companies, Stocks We Like
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Scale economics shared – digitally
Lachlan Mackay
August 19, 2020
Cult fund manager Nicholas Sleep has gone under the radar in much of the investment world despite having one of the best track records in recent history. Sleep made important observations over his career that are only just being illuminated among mainstream investors 15 years later. His much sought-after investor letters are rare and offer universally applicable pockets of wisdom. continue…
by Lachlan Mackay Posted in Companies, Investing Education, Stocks We Like
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Why we own shares in Alliance Aviation
Gary Rollo
August 18, 2020
When it comes to investing, we’re not big fans of airlines. But in the case of Alliance Aviation Services (ASX: AQZ), we’re happy to make an exception. You see, Alliance operates fly-in fly-out charter services for Australian mining companies, and its flights are in demand. With high returning business and strong cash generation, we think there’s a lot to like. continue…
by Gary Rollo Posted in Airlines, Companies, Stocks We Like
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Digital disrupters deliver superior returns for our Small Companies Fund
Roger Montgomery
August 18, 2020
Since launching in September 2019, The Montgomery Small Companies Fund has outperformed its benchmark the Small Ordinaries Index by 15.16 per cent to 31 July. The Fund’s strong run has been driven by accelerating megatrends in e-commerce, enterprise migration to the cloud and digitisation of the economy. Given the ongoing strength of these trends, I think there’s more solid growth ahead. continue…
by Roger Montgomery Posted in Companies, Stocks We Like
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