On the 3rd of July, the S&P500 index closed at an all-time high 2,996 points. But are equities that expensive? read here
-
Netflix’s moment of truth
Daniel Wu
July 11, 2019
Netflix, the US$165 billion juggernaut that has dominated video streaming for over a decade, may soon face a strange thing indeed – real competition. The company’s ascendancy will be tested by the launch of streaming services from Disney, NBCUniversal and Time Warner in coming years. Continue…
by Daniel Wu Posted in Companies.
- save this article
- POSTED IN Companies.
-
Money News 09.07.2019
Roger Montgomery
July 10, 2019
In this interview on Money News, Roger and Ross talk tax cuts. Treasurer Josh Frydenberg is hoping the newly-passed tax cuts will give the economy the shot in the arm it sorely needs. Will confidence return to the economy as the tax cuts stimulate economic activity?
by Roger Montgomery Posted in Radio.
- LISTEN
- save this article
- POSTED IN Radio.
-
Is this a $47 billion company?
Amit Nath
July 10, 2019
As we round the corner on the half way point of 2019, it is shaping up to be a banner year for multi-billion dollar technology IPO’s. The number of U.S. “unicorns” (i.e. tech startups worth more than $1 billion) has swollen to nearly 180, some 20 times more than the number a decade ago. Perhaps inevitably, we are now seeing several make their way into the public market with mixed results. Continue…
by Amit Nath Posted in Companies.
- 2 Comments
- save this article
- 2
- POSTED IN Companies.
-
Four companies in a structurally growing industry
David Buckland
July 9, 2019
In this week’s video insight David takes a closer look at the migration of advertising spend to digital platforms. The Western world is dominated by Google and Facebook, and China is dominated by Alibaba and Tencent. We believe all four of these companies have business models in structurally growing industries. Continue…
by David Buckland Posted in Video Insights.
- watch video
- save this article
- POSTED IN Video Insights.
-
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.” -
If rates are low forever, can asset prices fall?
Roger Montgomery
July 9, 2019
There’s an increasing frequency of articles I have read suggesting that low rates are now a permanent feature of markets, as is the likelihood of central banks rescuing investors from themselves through the perpetual deployment of unconventional monetary policy tools. Continue…
by Roger Montgomery Posted in Investing Education, Market commentary.
- 3 Comments
- save this article
- 3
- POSTED IN Investing Education, Market commentary.
-
Which direction next for east coast gas prices?
Andreas Lundberg
July 8, 2019
Recent reports suggest that Centre Alliance has convinced the Federal government to introduce measures to cut gas prices on the east coast. Given the importance of gas prices to the east coast economy, this is a really important step. The question is: how successful will it be? Continue…
by Andreas Lundberg Posted in Energy / Resources.
- save this article
- POSTED IN Energy / Resources.
-
The two big themes for Aussie investors
Roger Montgomery
July 8, 2019
What do A2 Milk and Nine Entertainment have in common? They represent two key themes that Australian investors should focus on to potentially enhance their long-term returns. Continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
- save this article
- POSTED IN Companies, Stocks We Like.
-
The autonomous age is still some way off
Roger Montgomery
July 5, 2019
Anyone hoping to see the widespread use of autonomous vehicles (AVs) will have to wait quite a while longer. Because, despite the hype, there are still numerous hurdles – financial, technological and social – to overcome. Continue…
by Roger Montgomery Posted in Technology & Telecommunications.
- save this article
- POSTED IN Technology & Telecommunications.
