Check out my latest video insight on ANALYSING NVIDIA’S GROWTH TRAJECTORY AND VALUATION CHALLENGES WATCH NOW
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Data centre growth to benefit NextDC
Roger Montgomery
December 2, 2019
In this week’s video insight Roger discusses why we view NextDC as a long-term infrastructure play that investors should be viewing with a telescope rather than a microscope to understand the opportunity. Continue…
by Roger Montgomery Posted in Editor's Pick, Stocks We Like, Video Insights.
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Seven Questions with Roger Montgomery
Roger Montgomery
November 29, 2019
William McInnes published an article in the Australian Financial Review – a quick seven question interview. Find Roger’s view on how a growth investor copes with a rotation into value and much more. Read here.
by Roger Montgomery Posted in On the Internet.
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What did we learn from the Telstra Investor day?
Tim Kelley
November 28, 2019
On 27 November Telstra (ASX:TLS) held an investor day to update shareholders and other stakeholders on progress in respect of the T22 strategy. What new information did we glean from the update? Continue…
by Tim Kelley Posted in Companies, Stocks We Like.
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Money News 26.11.2019
Roger Montgomery
November 28, 2019
Roger Montgomery joined Ross Greenwood on Money News to discuss the looming trouble for Australia’s big four banks. There will be a lot of remediation costs, lower return on equity and potentially a credit event and a lot of defaults. So where and how do we find better opportunities?
by Roger Montgomery Posted in Radio.
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Digging for value in a high-tech mining company
Gary Rollo
November 28, 2019
When it comes to investing in small caps, Australian investors are spoiled for choice with around 2,000 small caps listed on the ASX. For us at Montgomery, there are realistically around 400 small caps that meets our investment criteria. Out of those, we invest in 30 to 50 stocks at any one time. In the Montgomery Small Caps Management Video Series, I talk with companies we own in the fund to help investors get under the hood of the small and emerging companies we invest in. Continue…
by Gary Rollo Posted in Editor's Pick, Montgomery Small Caps Management Video Series, Video Insights.