In this week’s video insight Gary Rollo introduces the options for investing in one of the strongest themes in the market, decarbonisation of the global economy or the Green Theme. We are fortunate to have an investment universe that provides a range of options, from sustainable carbon free electricity generators, to recycling assets, to feedstock producers for energy storage and batteries that go into Electric Vehicles. An area of focus is battery minerals players.

by Gary Rollo Posted in Editor's Pick, Video Insights.

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Early this year Lovisa Holdings Limited (ASX:LOV) celebrated its tenth birthday and this coincided with the Company’s share price hitting a pandemic low in March 2020 of $2.45. It has since rallied 4.5-fold to the current $11.20, giving a market capitalisation on 107.5 shares of $1.2 billion. Continue…

by David Buckland Posted in Companies, Stocks We Like.

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by Roger Montgomery's Team Posted in Old Content.

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Value Investing was developed in the 1920s at Columbia Business School by finance adjunct Benjamin Graham. Roger recently recorded an educational video for investors who want to understand the fundamentals of a quality business and also what might be important in terms of value investing. In this 45-minute fundamental investing 101 session, Roger presents you some of the basic elements of identifying a quality business, finding that quality business at a rational price and how to identify companies with the ability to generate a high rate of return on equity over a long period of time. Continue…

by Roger Montgomery Posted in Editor's Pick, Investing Education, Market Valuation.

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by Roger Montgomery's Team Posted in Old Content.

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by Roger Montgomery's Team Posted in Old Content.

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Back in May, we wrote about potential investment merit in Qantas, noting that, while airlines do not readily fit into the “exceptional business” category, we could see good reasons why an investor might be attracted to Qantas (ASX:QAN) at the mid-$3 price that prevailed at the time. Continue…

by Tim Kelley Posted in Airlines, Companies.

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by Roger Montgomery's Team Posted in Old Content.

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