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.

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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.

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by Roger Montgomery's Team Posted in Old Content.

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There’s the Coronavirus pandemic and then there’s the associated panic. Both will have an impact on near term investment returns and as I write this note, the ASX200 price index has swung 13 per cent down from its January high. But the pandemic and the panic will also provide level-headed investors with an opportunity. Continue…

by Roger Montgomery Posted in Market commentary.

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Roger joined Stephen Koukuolas and Rachel on The Business to discuss the impact the Coronavirus is having on markets. Will we see something worse than the GCF? Or will this pass, and see markets bounce strongly when it does? Either way there will definitely be opportunities for value investors. Watch here.

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Codan Limited (ASX: CDA) is one of Australia’s unheralded tech stories. Today, it sells its metal detectors, communications and tracking equipment in more than 150 countries to prospectors, the military, mining companies and governments. With a solid balance sheet and a bright future, there’s a lot to like. Continue…

by Andreas Lundberg Posted in Companies, Editor's Pick, Stocks We Like.

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