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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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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Why you should be watching the bond yield curve
Roger Montgomery
February 24, 2021
In this week’s video insight Roger discusses why investors must keep a close eye on the bond yield curve and watch out for a sustained steepening, where long term bond rates rise. If the difference between short-term and long-term rates continues to widen, it keeps more pressure on central banks to buy long-dated bonds in an attempt to keep the yield curve flat.
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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For how many years can Megaport sustain high rates of growth?
Tim Kelley
February 15, 2021
In this week’s video insight Tim discusses the investment appeal of long-term compound growth and shares a company that we think has outstanding growth potential and is trading at a level that may not fully reflect its potential. The company is ASX-listed Megaport, which is a world leader in an emerging growth industry – Networking as a Service. continue…
by Tim Kelley Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.
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Cashrewards – the next category killer
Gary Rollo
February 10, 2021
In this second interview, Gary Rollo and Bernard Wilson Chief Executive Officer of Cashrewards discuss the unit economics and the growth strategy post the company’s IPO. continue…
by Gary Rollo Posted in Companies, Montgomery Small Caps Management Video Series, Stocks We Like, Video Insights.
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Cashrewards’ three way win model
Gary Rollo
February 2, 2021
Cashrewards (ASX:CRW) is an Australian-owned and operated cashback loyalty platform connecting brands with consumers and differentiates itself by providing real cash value to consumers. Having listed on the ASX in December 2020, Cashrewards has been around for seven years and the platform has grown to 800,000 members, more than 1,500 merchants. continue…
by Gary Rollo Posted in Editor's Pick, Montgomery Small Caps Management Video Series, Video Insights.
