Our very good friend the founder and CIO of Narrow Road Capital, Jonathan Rochford, writes a terrific monthly missive about the goings-on in financial markets around the globe.

The October report had this to say about trend in corporate bonds… Continue…

by Roger Montgomery Posted in Market commentary.

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by Roger Montgomery's Team Posted in Old Content.

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Avita Medical (AVH:AU) is a regenerative medical device company that produces the RECELL device for the treatment of burns. It is a company I have written about previously  and whilst being a recent addition to the Montgomery fund’s portfolios, it has been one of its better performers. Given the share price appreciation in a short period of time, it’s worth reviewing the company’s operating performance and potential for further upside. Continue…

by Joseph Kim Posted in Companies, Stocks We Like.

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In this radio program with Philip Clark, Roger discusses why WeWork’s co-founder is being called America’s most hated man and the lessons investors can learn from WeWork’s fall from grace. Listen here.

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Roger joined Jas and David on Spark Your Fire Podcast to discuss how to identify value in property and equities, how to best structure your portfolio and a look at the current economic environment. Listen here.

by Roger Montgomery Posted in Podcast Channel.

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Roger Montgomery joined Ross Greenwood on Money News to take a closer look at the six Aussie floats that have failed in the past two weeks. They’ve all been valued at more than 150 million, so what has caused their failure?

by Roger Montgomery Posted in Editor's Pick, Radio.

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In this week’s video insight Joseph digs deeper into Costa Group’s trading halt, which occurred prior to an earnings downgrade and its intention to raise equity. It appears cyclical and structural impacts have had an even greater impact than alluded to at its August result.

by Joseph Kim Posted in Video Insights.

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