Medibank Private (ASX:MPL) is a long term holding in The Montgomery Fund and The Montgomery [Private] Fund with our investment case being partly based on superior investment in productivity, thanks to scale, that delivers both a functionality and cost advantage over its competitors. Continue…

by Roger Montgomery Posted in Companies, Health Care, Stocks We Like.

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In this week’s video insight Andreas takes a closer look into the meat industry. Research shows that by 2040 vegan meat replacement and cultured meat will take significant share and account for around 60 per cent of total meat consumption. Which companies will be impacted by this? Continue…

by Andreas Lundberg Posted in Editor's Pick, Video Insights.

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As small cap investors, we are constantly seeking money-making opportunities arising from change events. We look for the emergence of specific structural or cyclical factors which have the potential to open up new markets, drive earnings higher or alter market perceptions about business quality or valuation. Last week we were encouraged by news that one of our portfolio holdings, homewares retailer Adairs (ASX:ADH), had agreed to acquire fast-growing, pure-play online furniture retailer, Mocka.  Continue…

by Dominic Rose Posted in Companies, Stocks We Like.

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Adelaide-based telecommunications company Uniti Wireless (ASX: UWL) is continuing its spending spree with additional acquisitions that has seen the market capitalisation grow from $33 million to the current $555 million. A staggering increase of $522 million in just nine-months! Continue…

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

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by Roger Montgomery's Team Posted in Old Content.

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The Australian Bureau of Statistics (ABS) has reported the first annual decline in retail sales volumes since the recession of 1990-91. This comes just a day after Australia’s national accounts revealed household consumption is the weakest it has been since the Global Financial Crisis. Continue…

by Roger Montgomery Posted in Consumer discretionary.

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The Minister for Communications, Paul Fletcher MP, recently reintroduced the Telecommunications (Regional Broadband Scheme) Charge Bill 2019 to Federal parliament. The purpose of the bill is to introduce a levy of $7.10 per month on any home or business that opts not to use the National Broadband Network (NBN) to connect to the internet. For several reasons, I think this is bad public policy. Continue…

by Andreas Lundberg Posted in Technology & Telecommunications.

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Sometimes value is visible in plain sight. Avita Medical’s (ASX: AVH) RECELL technology solution for burns patients represents the commercialisation of the invention of West Australian, Fiona Wood. Continue…

by Roger Montgomery Posted in On the Internet.

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