The Buy Now Pay Later (BNPL) industry has exploded in Australia in recent years. The space has been admirably led by the Nicholas Molnar, who founded Afterpay Holdings Limited (ASX: APT) in early-2014 after designing the company’s business model from the back of his commerce lectures at the University of Sydney. At its recent high of $96 per share, APT reached a market capitalisation of A$27 billion. Continue…

by David Buckland Posted in Companies, Editor's Pick.

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by Roger Montgomery's Team Posted in Old Content.

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One of the big winners emerging from the recent reporting season has been higher quality, small-cap retail stocks. These companies have benefited from increased spending in goods and durables, as spending generally ear-marked for services (including transport and travel) reduced with lockdown measures – i.e. “higher share of wallet.” Continue…

by Joseph Kim Posted in Companies, Consumer discretionary, Stocks We Like.

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Gary Rollo joined Chris Stott and Matthew Kidman on Livewire’s Buy Hold Sell to discuss companies developing products for the needs of a large population. Three small caps with exposure to this thematic include City Chic Collective, Megaport and EML Payments. Are they all buys?

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by Gary Rollo Posted in On the Internet.

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by Roger Montgomery's Team Posted in Old Content.

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When we started the Montgomery Small Companies Fund 12 months ago, data centre operator NEXTDC (ASX:NXT) was one of the first businesses we bought.  On our analysis, the shares were cheap.  One year on and the share price has almost doubled.  NXT continues to be a great business but, at current prices, is it still a good investment? Continue…

by Gary Rollo Posted in Companies, Editor's Pick, Stocks We Like.

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