by Roger Montgomery's Team Posted in Old Content.

• Enter your password to view comments.
• save this article
• Enter your password to view comments.
• POSTED IN Old Content.

In this week’s video insight Roger takes a closer look at private equity. With interest rates declining over recent years, investors have fled from cash into fast growing start-ups. Although how can the multiples of these companies keep expanding if they are profitless?

by Roger Montgomery Posted in Editor's Pick, Video Insights.

• watch video
• 3 Comments
• save this article
• 3
• POSTED IN Editor's Pick, Video Insights.

Do Australia’s rocketing tech stocks – particularly the so-called WAAAX stocks Wisetech, Afterpay, Altium, Appen and Xero – deserve their lofty premiums? The market certainly thinks so. But I’m not so sure. Continue…

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

• 4 Comments
• save this article
• 4
• POSTED IN Companies, Editor's Pick.

One of the things that characterises sophisticated investors is the way they use investment strategies that are designed to produce returns uncorrelated with equity market returns. Continue…

by Tim Kelley Posted in Whitepapers.

• 6 Comments
• save this article
• 6
• POSTED IN Whitepapers.

by Roger Montgomery's Team Posted in Old Content.

• Enter your password to view comments.
• save this article
• Enter your password to view comments.
• POSTED IN Old Content.

by Roger Montgomery's Team Posted in Old Content.

• Enter your password to view comments.
• save this article
• Enter your password to view comments.
• POSTED IN Old Content.

Australia’s four major banks have now reported their interim results. Common to all of them were three key themes, which are presenting both challenges and opportunities. Continue…

by Stuart Jackson Posted in Companies, Financial Services.

• save this article
• POSTED IN Companies, Financial Services.

The Reserve Bank of Australia recently opted to leave interest rates on hold. But with key parts of the economy in decline, it may be just a matter of time before it has to cut again.  The question is: how effective will a rate cut be? Continue…

by Roger Montgomery Posted in Market commentary.

• 4 Comments
• save this article
• 4
• POSTED IN Market commentary.