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Are SaaS businesses the new safeties? Why Polen think they could be recession-resistant investments
Polen Capital
March 4, 2021
In a challenging COVID-19 environment, the performance of Polen’s Software-as-a-Service (SaaS) holdings has led the firm to question whether these companies may offer the benefits of typical recession-resistant businesses but with potentially more sustainable growth. Continue…
by Polen Capital Posted in Polen Capital.
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My take on a terrific reporting season
Roger Montgomery
March 3, 2021
One year ago, with the world entering a pandemic nightmare, who could have predicted the amazing first half reporting season just gone? Now, with bond rates climbing, the big question for investors is what lies ahead. Continue…
by Roger Montgomery Posted in Companies, Market commentary.
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What do you think of Bitcoin?
Roger Montgomery
March 2, 2021
It is the question I am most frequently asked by young people that stop me in the street. Indeed, even my own kids ask me for a view. What follows is a few thoughts I share with them. Continue…
by Roger Montgomery Posted in Editor's Pick, Foreign Currency.
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Montgomery Partners with Polen Capital
Roger Montgomery
March 1, 2021
Montgomery Investment Management is pleased to announce it has partnered with Polen Capital to make two Polen Capital global growth strategies available to a broad range of Australian investors for the first time. Continue…
by Roger Montgomery Posted in Montgomery News and Updates.
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The rapidly changing ESG environment
Tim Kelley
March 1, 2021
How are investors’ ESG priorities and practices changing? Bfinance’s recent research has shown investors believe ESG will outperform in the next three years. Continue…
by Tim Kelley Posted in Investing Education.
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Scentre Group’s activity returns to pre-pandemic levels
Roger Montgomery
February 26, 2021
We purchased shares in Scentre Group (ASX:SCG), owner of 42 Westfield shopping malls in Australia and NZ, during the pandemic, when the share price implied an impairment to the company’s Enterprise Value of as much as 30 per cent versus pre-crisis. Continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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Is the recent SEEK share price performance temporary?
Stuart Jackson
February 25, 2021
Prior to its results release, Seek (ASX:SEK) had seen its share price rise 55 per cent since it last reported results in August 2020. This performance came on the back of rapidly improving monthly job advertisement data in Australia and New Zealand, as well as a broadly improving economic outlook from the roll out of a range of COVID-19 vaccines. Continue…
by Stuart Jackson Posted in Companies.
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