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How pricing power allows a company to remain in control
Stuart Jackson
June 4, 2019
In this week’s video insight Stuart discusses the impact pricing power has on the quality of a company. Pricing power will invariably allow a company to generate a return above its cost of capital. But it also yields another major benefit.
by Stuart Jackson Posted in Video Insights.
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The conga line of loss making IPOs is a worry..
Roger Montgomery
June 4, 2019
There are plenty of charts doing the rounds showing the rising percentage of companies listing in the US, that are losing money. Uber is perhaps the best recent example, which we wrote about and suggested it might be a great short selling opportunity. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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How soon will your mail be delivered in self driving trucks?
Roger Montgomery
June 3, 2019
History has a long track record of demonstrating that when it comes to new technology it’s often, and perhaps even usually, the consumer that wins at the expense of investors. Continue…
by Roger Montgomery Posted in Technology & Telecommunications.
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Four implications of a falling Aussie Dollar
Andreas Lundberg
June 3, 2019
Over the past year, the Australian dollar has fallen against the US dollar. It’s a trend I don’t expect will change any time soon. This has important consequences for many Australian businesses and for investors. Continue…
by Andreas Lundberg Posted in Foreign Currency.
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Eclipx Group Limited comes clean
David Buckland
June 1, 2019
In releasing their half-yearly results for the six months to March 2019, the Eclipx Group (ASX: ECX) management has come clean. After spending a combined $246 million on the Right2Drive and GraysOnline acquisitions in May 2016 and August 2017, respectively, they have now been written down by $118 million. Continue…
by David Buckland Posted in Companies.
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VALUE.ABLE THE PODCAST: EPISODE 15
Roger Montgomery
May 31, 2019
In this episode of Value.Able The podcast Roger discusses low quality businesses. If a company is generating a low rate of return on equity, is it best to pay the returns out as a dividend? Roger identifies companies which are forced to reinvest.
by Roger Montgomery Posted in Podcast Channel.
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Why we’re not trumpeting Jumbo Interactive right now
Roger Montgomery
May 31, 2019
Jumbo Interactive (ASX:JIN) is a wonderful business that we’ve liked for a long time. But with its share price doubling over the past six months to an all-time high, is it wise for would-be buyers to step aside for now? Continue…
by Roger Montgomery Posted in Companies.
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