In this interview on Money News, Roger and Deborah Knight question whether anecdotal support for an investment case can be a good starting point? A few years ago, Warren Buffett doubled his stake in Apple after he spoke to his great grandchildren and their friends on how to use the IPhone.

by Roger Montgomery Posted in Radio.

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Right now, there’s a battle being fought in the media between Australia’s airport owners and the airlines that use them – Qantas and Virgin in particular – over the pricing of airport operations. The gloves are definitely off. But setting aside the arguments around relative pricing power of monopolies vs duopolies, one quirk of the debate focuses around falling bond rates, and how this impacts the investment landscape. Continue…

by Joseph Kim Posted in Companies.

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When it comes to investing, it can often pay dividends to zag when everyone else is zigging.  And that’s equally so when it comes to interest rates. At a time when everyone is assuming that rates will go to zero – and possibly beyond – it may be worth stepping back and pondering… what if they don’t? 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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Is it just me?  Or have investors in loss-making US technology companies, like Uber, gone completely insane?  As a value investor, I see no good reason to fork out good money for businesses that have never made a profit, and possibly never will.  Continue…

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

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by Roger Montgomery's Team Posted in Old Content.

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Roger joined Bryce Holdaway & Ben Kingsley on The Property Couch to discuss everything you need to know about value investing and the property market. Tune in to find out how you can take advantage of booms and busts in the share market and shares vs. property, what does it come down to? Listen here.

by Roger Montgomery Posted in Editor's Pick, Podcast Channel, Talks.

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Despite recent data showing home prices have stopped falling and auction clearance rates are strong, I believe these positive signs are no match for the negative shocks that could soon hit the residential construction sector. The upside is that the any stock market volatility could serve up some tasty investment opportunities among residential building developers and their suppliers. Continue…

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

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