Finding growth businesses with a long runway of opportunity, that can also grow independent of the economic cycle, can feel a bit like looking for a needle in a haystack. But we think PointsBet Holdings (ASX:PBH) is one of those businesses. PointsBet Holdings is at the ground floor of the commercialisation of legal online sports betting in the US. Its share price has doubled since June and we think there’s more growth to come. Continue…

by Gary Rollo Posted in Companies, Stocks We Like.

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by Roger Montgomery's Team Posted in Old Content.

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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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by Roger Montgomery's Team Posted in Old Content.

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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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by Roger Montgomery's Team Posted in Old Content.

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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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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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