ROGER MONTGOMERY

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October 7, 2020
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Why this market is starting to look like a ponzi scheme

Roger Montgomery

October 7, 2020
When Tesla split its stock five-for-one and then rallied 12 per cent on the day the split shares started trading, I thought the market had reached a new and unsustainable level of nutty. But I was wrong. Continue…

by Roger Montgomery Posted in Global markets.

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Why we think Corporate Travel Management’s recent acquisition is a game changer

Dominic Rose

October 6, 2020
Corporate Travel Management (ASX:CTD) announced last week the US$200 million acquisition of US-based Travel & Transport (T&T) which transforms the company’s North American business and positions the company as the global leader in mid-market corporate travel services. Continue…

by Dominic Rose Posted in Companies, Stocks We Like.

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An exciting growth stock: Macquarie Telecom

Roger Montgomery

October 6, 2020
In this week’s video insight Roger discusses cloud computing and a small cap opportunity in the space. We currently believe companies within this sector will see a long runway for growth. One company delivering the framework on which this innovation cycle is being built is Macquarie Telecom. Continue…

by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.

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POSTED IN Companies, Editor's Pick, Stocks We Like, Video Insights.
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October 2, 2020
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October 2, 2020
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October 1, 2020
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Will the mania for EV stocks be a highway to hell for investors?

Roger Montgomery

September 30, 2020
What is it with investors and electric vehicle companies? I get that the demand for battery-powered vehicles is rising. And that the potential market is huge. But what we are seeing right now is a turbo-charged speculative fervour that is off the charts. And to me, that’s batty. Continue…

by Roger Montgomery Posted in Companies.

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