Whitepapers

OzForex is an online platform providing foreign exchange transfer services for consumers and businesses. In this white paper we explain why the business meets many of our tests for an extraordinary business, but why price is the only stumbling block to our participation. continue…

by Roger Montgomery Posted in Companies, Foreign Currency, Whitepapers.

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• POSTED IN Companies, Foreign Currency, Whitepapers

In this month’s subscriber-only white paper, Roger analyses two companies: ARB Corporation and Speciality Fashion Group. What are the prospects for these two businesses?

by Roger Montgomery Posted in Companies, Whitepapers.

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• POSTED IN Companies, Whitepapers

REPORTING SEASON SPECIAL EDITION: In this bonus white paper, exclusively for rogermontgomery.com subscribers, find out what Montgomery’s view on Monadelphous’s intrinsic value is and why the former market darling Monadelphous is lacking in mojo. continue…

by Roger Montgomery Posted in Energy / Resources, Whitepapers.

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• POSTED IN Energy / Resources, Whitepapers

Exclusively for subscribers! Find out how to lay solid foundations for value investing in the first of a two part series.
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by Roger Montgomery Posted in Investing Education, Whitepapers.

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• POSTED IN Investing Education, Whitepapers

Enjoy the next in our 2013 exclusive subscriber-only white paper series.
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by Roger Montgomery Posted in Technology & Telecommunications, Whitepapers.

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• POSTED IN Technology & Telecommunications, Whitepapers

Enjoy the next in our 2013 exclusive subscriber-only white paper series.
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by Roger Montgomery Posted in Investing Education, Whitepapers.

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• POSTED IN Investing Education, Whitepapers

Enjoy the next in our 2013 exclusive subscriber-only Whitepaper series.

by Roger Montgomery Posted in Property, Whitepapers.

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• POSTED IN Property, Whitepapers

Enjoy the next in our exclusive subscriber-only White Paper series for 2013.

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by Roger Montgomery Posted in Investing Education, Whitepapers.

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In this first exclusive subscriber report for 2013, we welcome back Tony Featherstone, who in a timely manner for the year ahead reminds us of the hallmarks of true Value Investors.

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by Roger Montgomery Posted in Investing Education, Whitepapers.

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• POSTED IN Investing Education, Whitepapers

But market has factored in too much growth too soon.

Buying a stock that has doubled in a year and become a “market darling” is hard work for value investors. It gets even harder when the company has declining return on equity (ROE), patchy earnings per share (EPS) growth, high debt, and an aggressive growth strategy.

Based on its current valuation, the market seems to think FlexiGroup can do no wrong. The fast-growing provider of consumer and retail point-of-sale finance has done remarkably well after raising $264 million through an Initial Public Offering in 2006.

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by Roger Montgomery Posted in Financial Services, Whitepapers.

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• POSTED IN Financial Services, Whitepapers