I joined the 'Fear + Greed' podcast to bust the top five myths about private credit LISTEN NOW
-
Navigating plunging markets through this pandemic
Roger Montgomery
March 12, 2020
With the coronavirus officially being declared a pandemic we bring you this special edition of our video insight discussing how we are handling current market conditions at Montgomery. Today the first order concern is the impact of the virus on populations, the second is the consequences of containment efforts on economic growth, and third are the consequences of protracted lockdowns on the cash flows of businesses. Continue…
by Roger Montgomery Posted in Montgomery News and Updates, Video Insights.
-
How value investors could benefit from this market correction
Roger Montgomery
March 12, 2020
It’s been a tough few years for value investors, with value stocks now trading at the largest discount to growth stocks since the 1999 tech bubble. But I think the discount will close as the market correction separates quality businesses from expensive, high beta, high hope stocks. Continue…
by Roger Montgomery Posted in Global markets, Investing Education, Market commentary.
-
Is the US about to experience a nasty spike in coronavirus cases?
Roger Montgomery
March 11, 2020
With markets bouncing it is worth making a couple of observations. Firstly, there were periods during the Global Financial Crisis when the market rallied as much as 10 per cent. Secondly, there is a solid relationship between really ugly COVID-19 case spikes and inadequate early testing. Continue…
by Roger Montgomery Posted in Companies, Market commentary.
- 9 Comments
- save this article
- 9
- POSTED IN Companies, Market commentary.
-
Why we need to focus on earnings expectations
David Buckland
March 11, 2020
Ever since Paul Volcker, the US Federal Reserve Chairman, tamed the inflation genie in the early 1980s we have seen the US ten-year bond yield decline from 15.84 per cent to the current record low of 0.54 per cent. Continue…
by David Buckland Posted in Global markets.
- save this article
- POSTED IN Global markets.
-
Discover how to value the best stocks and buy them for less than they’re worth.
NOW FOR JUST $49.95
buy nowSUBSCRIBERS RECEIVE 20% OFF WHEN THEY SIGN UP
“This is a book you simply must read.
The very best investors in the world are “value” investors.” -
Australia’s worst equity performance day since the GFC – some observations
Scott Phillips
March 10, 2020
Yesterday saw the ASX 200 Index sell off a whopping 7.3 per cent in what was the most brutal fall in our Australian equity market since 10 October, 2008, which was in the height of the GFC. Continue…
by Scott Phillips Posted in Global markets, Market commentary.
- save this article
- POSTED IN Global markets, Market commentary.
-
Don’t look back in anger
Roger Montgomery
March 10, 2020
Back in 2000, there were about 2,000 registered private equity firms globally. Twenty years later and that number has now hit 10,000. It’s a five-fold increase reflecting a boom in Private Equity investing by endowments, sovereign funds and the wealthy. Continue…
by Roger Montgomery Posted in Market commentary.
- save this article
- POSTED IN Market commentary.
-
MEDIA
Equity mates investing podcast – lessons from 30 years investing
Roger Montgomery
March 9, 2020
Roger joined the Equity Mates Investing Podcast to discuss the importance of learning to value a business and how to think about market prices. Roger also discusses his outlook for 2020.
by Roger Montgomery Posted in Podcast Channel.
- save this article
- POSTED IN Podcast Channel.
-