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How much energy is Bitcoin mining really using?
Andreas Lundberg
December 9, 2021
If Bitcoin mining were a country, it would rank as the world’s 55th largest electricity consuming nation, just ahead of New Zealand. And that’s the best-case scenario. In reality it could rank even higher. Continue…
by Andreas Lundberg Posted in Foreign Currency.
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Has the BNPL bubble finally burst?
Roger Montgomery
December 8, 2021
If you’re a long-term holder of Buy Now Pay Later (BNPL) stocks, right now, we are witnessing the decline of this over-inflated sector. It highlights, yet again, the importance of focusing on quality businesses, rather than chasing the latest fad stocks. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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Why Megaport is one of the biggest holdings in the Montgomery Small Companies Fund
David Buckland
December 7, 2021
In this week’s video insight David interviews portfolio manager of the Montgomery Small Companies Fund Gary Rollo to discuss Megaport (ASX:MP1). Megaport has a market capitalisation of around 3.4 billion and the share price has increased 33 per cent in the past 6 months. Gary discusses the businesses’ competitive advantage and why we believe business growth will accelerate over the next couple of years. Continue…
by David Buckland Posted in Companies, Stocks We Like, Video Insights.
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Ausbiz with Equity Mates: Predictions for 2022
Roger Montgomery
December 6, 2021
Roger joined Alec Renehan and Bryce Leske from Equity Mates on Ausbiz to discuss what to expect from markets in 2022. Markets tend to correct seriously when something completely unexpected transpires. Roger believes 2022 will be another good year for equities. Find out why in this interview. Listen here.
by Roger Montgomery Posted in On the Internet, TV Appearances.
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What bicycle prices tell us about today’s inflation numbers
Roger Montgomery
December 5, 2021
In a sign that inflation may be stickier than once thought, Federal Reserve Chairman, Jerome Powell, no longer describes it as ‘transitory’. And if you’ve been shopping for a bicycle of late, you’d probably agree. This is highlighted in a recent story by The Wall Street Journal, which gives a fascinating insight into the impact on prices of pandemic-inspired goods demand, and supply chain bottlenecks. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Non-banks capitalise on the big banks’ flight to quality
Stuart Jackson
December 3, 2021
When it comes to home lending, most of the attention is put on the big four banks. But what about the non-bank lenders like Liberty Financial, Resimac, Pepper Money and AFG? It seems they are faring pretty well, and picking up new customers as the majors re-set their focus on the highest quality borrowers. Continue…
by Stuart Jackson Posted in Companies, Financial Services.
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Ausbiz with Equity Mates: Watchlist Wednesday – from shoes to storage units
Roger Montgomery
December 2, 2021
Roger joined Alec Renehan and Bryce Leske from Equity Mates on Ausbiz for watchlist Wednesday. In this episode Roger discusses four stocks for your watchlist and why he likes them. Including National Storage REIT, Waypoint REIT, Macquarie Telecom and Accent Group. Markets are really good at overestimating the short term but underestimating the long term prospects of some companies and these companies are proof of that. Watch here. Continue…
by Roger Montgomery Posted in TV Appearances, Value.able.
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The quality quotient in long-term alpha
Polen Capital
December 2, 2021
Investors are generally taught that highly concentrated portfolios mean taking on more risk, but that may not always be the case. In Polen Capital’s experience, the perceived risk of holding a concentrated portfolio can be offset by owning high-quality investments. By owning a concentrated portfolio containing only the highest quality companies, investors can potentially take meaningfully less risk than the market while generating greater long-term performance. Continue…
by Polen Capital Posted in Polen Capital.
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