Watch our latest Ausbiz event: Private credit – calm amid market mayhem WATCH HERE.
-
-
-
Keep an eye on firms exposed to residential building
Roger Montgomery
August 6, 2019
With the market on a tear, bargains are hard to come by. But patient investors might soon find some joy in businesses exposed to the residential construction sector – potentially firms like Bingo and Nick Scali – whose share prices could come off as construction activity softens. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Property.
- save this article
- POSTED IN Companies, Editor's Pick, Property.
-
-
Discover how to value the best stocks and buy them for less than they’re worth.
NOW FOR JUST $49.95
buy nowSUBSCRIBERS RECEIVE 20% OFF WHEN THEY SIGN UP
“This is a book you simply must read.
The very best investors in the world are “value” investors.” -
MEDIA
The economics of enough
Roger Montgomery
August 5, 2019
Roger joined Patrick Poke on Livewire’s podcast The Rules of Investing to discuss what “quality” really means to him, some lessons on late cycle investing from Buffett himself, and two outwardly-similar companies with very different long term prospects.
by Roger Montgomery Posted in Podcast Channel.
- 1 Comments
- save this article
- 1
- POSTED IN Podcast Channel.
-
Why crazy valuations could stick around for some time yet
Roger Montgomery
August 5, 2019
It’s hard not to be puzzled by the parallel existence of sluggish global growth and record-breaking markets. But with interest rates set to remain low into the foreseeable future, it looks like this period of crazy valuations has more time to run. Continue…
by Roger Montgomery Posted in Market commentary.
- 1 Comments
- save this article
- 1
- POSTED IN Market commentary.
-
-
