Video Insights
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Two types of growth: organic and acquisition
Stuart Jackson
June 23, 2021
In this week’s video insight Stuart discusses how the value of a company’s growth is determined and identifies two types of growth organic and acquisition. If one company is generating growth by investing in its own assets, it is likely to have a marginal return on capital that is greater than a company that is acquiring its growth by buying other businesses.
by Stuart Jackson Posted in Video Insights.
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Two structural growth stocks in the Montgomery Small Companies Fund
David Buckland
June 10, 2021
In this week’s video insight David interviews portfolio manager of the Montgomery Small Companies Fund Gary Rollo to discuss two structural growth companies held in the Fund. Macquarie Telecom and Uniti Group are both telecommunications companies and combined come to around 7 per cent of the Fund’s portfolio. continue…
by David Buckland Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.
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US travel demonstrates vaccination is the path to normal
Roger Montgomery
June 4, 2021
In this week’s video insight Roger discusses why he believes vaccinations are the surest path to reopening. US airlines are reporting steady improvement in bookings, in the last three weeks, booking volumes and prices for July travel have returned to near 2019 levels, with some flights back to 90 per cent capacity. The good news surrounding the benefits of vaccinations keeps coming, will this spur hesitators to get vaccinated?
by Roger Montgomery Posted in Video Insights.
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Where to next for Reliance Worldwide?
Joseph Kim
May 10, 2021
In this week’s video insight Joseph comments on Reliance Worldwide’s recent trading update which revealed the company was a significant beneficiary of the recent freeze event in Texas. Looking forward, Joseph discusses the three key drivers to consider to forecast the company’s future earnings. continue…
by Joseph Kim Posted in Editor's Pick, Video Insights.
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How to estimate intrinsic value
Roger Montgomery
April 30, 2021
In this educational video Roger shares the steps for estimating intrinsic value using the formula from his book Value.able. Back in February 2011 when he applied the formula to Woolworths Roger arrived at an intrinsic value of $23.36. Today, he share with you the steps to update the estimated intrinsic value of Woolworths keeping in mind the biggest change over the last 10 years – a significant decline in interest rates. continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education, Video Insights.
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WHITEPAPER
INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
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Polen Capital investing across the growth spectrum
David Buckland
April 21, 2021
In this week’s video insight David discusses the how in the six and one quarter years to 31 March 2021 the Polen Global Growth strategy has delivered annual average returns in Australian dollars exceeding 16 per cent, approximately five per cent better than the MSCI All Country World Index in Australian Dollars. David also shares how Polen Capital invests across the growth spectrum sharing some key portfolio holdings. continue…
by David Buckland Posted in Polen Capital, Video Insights.
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Three small caps we like
Gary Rollo
April 15, 2021
We have key themes that drive investment decisions in the Montgomery Small Companies Fund to find innovative companies with a competitive advantage. In this short video Dominic and I present case studies on three high conviction holdings to give you a sense of some of the opportunities in the portfolio. continue…
by Gary Rollo Posted in Companies, Stocks We Like, Video Insights.
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Growth in mortgage broking
Stuart Jackson
March 31, 2021
In this week’s video insight Stuart discusses a growing segment of the financial services market, mortgage broking. Mortgage brokers provide an important distribution channel for lenders across the spectrum, from the major banks, to the regionals, through to the non-banks and securitised lenders. Will we continue to see strong growth in this area?
by Stuart Jackson Posted in Video Insights.
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Why IMDEX has a strong core business in all market conditions
Dominic Rose
March 19, 2021
Against a challenging backdrop mining technology business IMDEX (ASX:IMD) delivered a strong 1H21 result. IMDEX materially beat market expectations with stronger revenues as exploration regions opened and cost discipline drove solid margin growth. continue…
by Dominic Rose Posted in Montgomery Small Caps Management Video Series, Stocks We Like, Video Insights.
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Polen Capital’s investment philosophy
David Buckland
March 9, 2021
In this week’s video insight David shares the characteristics of Polen Capital’s investment philosophy and the strong returns with the Polen Capital Global Growth Strategy having delivered an average annual return of 15.75 per cent, in the five years to December 2020. continue…
by David Buckland Posted in Video Insights.
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