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ABC Nightlife – investments and global markets
Roger Montgomery
June 24, 2021
In this episode of ABC Nightlife Roger joined Philip Clark to discuss if the bullish conditions for equities will continue into 2022. If inflation fears and fears about interest rates going up take hold, it could cause markets to stall. Although Roger believes that long term we will be in a world of lower inflation and wage growth. Listen here.
by Roger Montgomery Posted in Radio.
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Montgomery Small Companies Fund – Active management in action
Dean Curnow
June 24, 2021
What does active management look like in the modern era? There are many ways to assess how active a manager actually is – from comparing their active share (or common holdings) or sector over/underweights versus the index, or the turnover rate of their underlying holdings, to name a few. Continue…
by Dean Curnow Posted in Investing Education.
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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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The Big Four bank trade is looking stretched
Stuart Jackson
June 22, 2021
Stuart joined Ausbiz to discuss whether some of the high price to earnings multiples of the big banks mean it is time to cash out. The banks have been clear out-performers this financial year, up 58 per cent versus the market. But are they now overpriced? Watch here. Continue…
by Stuart Jackson Posted in TV Appearances.
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Aeris Resources: Could we see a 10 bagger from last year’s placement price of $0.03 per share? Drilling is the truth!
David Buckland
June 22, 2021
The Aeris Resources (ASX: AIS) Executive Chairman, Andre Labuschagne, continues to show all the tenacity of his son, Marnus. When the Montgomery Small Companies Fund took up the placement in AIS just over a year ago at $0.03 per share, the thesis was simple. Continue…
by David Buckland Posted in Companies, Editor's Pick, Energy / Resources, Stocks We Like.
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Adobe’s opportunities for margin expansion
Roger Montgomery
June 21, 2021
For this series I asked the team at Polen Capital to describe each of the companies currently in the portfolio. Today, we look at global creative software distributor Adobe. Continue…
by Roger Montgomery Posted in Companies, Polen Capital, Stocks We Like.
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Why we need to reduce our reliance on China
Andreas Lundberg
June 18, 2021
Just a few days ago, WA Premier, Mark McGowan called on the Federal Government to back down from any rhetoric that could be offensive to China. His concern, of course, is around his state’s mineral exports. But given China’s bullying tactics, surely a better response would be for our exporters to broaden their export markets. Continue…
by Andreas Lundberg Posted in Global markets.
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The future of workplaces
Tim Kelley
June 17, 2021
Last year I was intrigued to hear Marc Andreesen of Silicon Valley venture capital firm Andreesen Horowitz[1] comment on the impact that widespread lockdowns in the US had had on the many enterprises that Andreesen Horowitz is involved with. Andreesen’s expectation had been that the sudden transition to work-from-home would negatively impact the progress of portfolio companies towards their commercial goals, and in the venture capital world, where cash burn rates are a critical issue, a company’s rate of progress is very closely tracked. Continue…
by Tim Kelley Posted in Market commentary.
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