Here’s an investment theme worth watching, especially if weight loss drugs such as Ozempic start to experience mass adoption in Australia.

In the U.S., apparel retailers are capitalising on the weight loss trend in what is perhaps an unexpected way.

Continue…

by Roger Montgomery Posted in Companies.

• save this article
• POSTED IN Companies.

We recently wrote about the then-upcoming Guzman y Gomez (ASX:GYG) float. That post and its associated social media mentions engendered some polarized views. Curiously, perhaps the bullish camp was filled with those who eat and enjoy Guzman y Gomez’s products. Those who thought the burritos missed the mark assumed the initial public offering (IPO) would do likewise. Continue…

by Roger Montgomery Posted in Companies, Editor's Pick.

• 2 Comments
• save this article
• 2
• POSTED IN Companies, Editor's Pick.

I think it’s fair to say anyone with a mortgage or business loan would like to see some relief at the Reserve Bank of Australia (RBA) bowser. While rate cuts benefit those with loans, with real estate, and mortgages, rate cuts could push real estate prices up, further hindering those who are already validly complaining about affordability.  Continue…

by Roger Montgomery Posted in Economics, Editor's Pick.

• save this article
• POSTED IN Economics, Editor's Pick.

In this week’s video insight, I discuss the transformative potential of advanced technology. As futuristic innovations like flying vehicles and AI-powered robots become reality, we must consider their broader socioeconomic implications. Will these advancements enhance our lives or create new challenges? How will they impact job markets, consumer costs, and wealth distribution?  Continue…

by Roger Montgomery Posted in Technology & Telecommunications, Video Insights.

• save this article
• POSTED IN Technology & Telecommunications, Video Insights.

I joined Adam Keily on the ‘Equity Mates’ podcast to discuss eight small-cap stocks, share my insights on their performance and answer whether I would buy or sell them. In this episode, we delve into the factors influencing each company providing an analysis of their current and future potential. Tune in to discover which stocks I am currently optimistic about and the rationale behind my perspectives. 
Continue…

by Gary Rollo Posted in Podcast Channel, Small Caps.

• save this article
• POSTED IN Podcast Channel, Small Caps.

Explore the investment opportunities presented by high-quality, growth businesses poised to capitalise on the global, secular shift of an ageing population. 

Polen Capital’s International Growth team highlights the potential within the medtech sector driven by a rapidly ageing global demographic. Continue…

by Polen Capital Posted in Polen Capital, Technology & Telecommunications, Whitepapers.

• save this article
• POSTED IN Polen Capital, Technology & Telecommunications, Whitepapers.

I recently wrote here about the economics of borrowing 100 per cent of the purchase price for a two-bedroom apartment, and the results weren’t compelling. Despite the annual losses incurred from carrying the property and the historical lack of sufficient capital gains to offset those losses enough to render the investment superior to an equivalent investment in private credit, most Australians will trip over themselves to own an investment property. Bragging rights at dinner parties and keeping up with the Joneses may have something to do with it. As they say, you can lead a horse to water… Continue…

by Roger Montgomery Posted in Editor's Pick, Property.

• 2 Comments
• save this article
• 2
• POSTED IN Editor's Pick, Property.

In my latest ABC Nightlife interview, I had the pleasure of joining Dom Knight to delve into the current market landscape and address some of your pressing questions. We explored how Generation Z’s connection through social media have not only transformed their social interactions but also disrupted numerous industries. We examined demographic shifts and the significant financial influence Gen Z is having on companies’ share valuations, with recent examples such as Asics (TYO:7936) Onitsuka Tigers and Crocs (NASDAQ:CROX). Continue…

by Roger Montgomery Posted in Editor's Pick, Radio.

• save this article
• POSTED IN Editor's Pick, Radio.