In this interview on Money News, Roger and Ross discuss the Australian sharemarket being close to a 12-year high, responding to lower interest rates and a hope that earnings growth is on the horizon. Is Wesfarmers set-up to generate shareholder returns?

by Roger Montgomery Posted in Radio.

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by Roger Montgomery's Team Posted in Old Content.

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There have been a number of high-profile IPOs in the US this year – with the ride-sharing Apps Uber and Lyft being two of the most prominent. The combined valuation of the two listings at IPO was >US$100bn (Uber $82bn, Lyft $24bn), a higher valuation than every company on the ASX aside from the mighty BHP. Continue…

by Joseph Kim Posted in Companies.

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In assessing the value of a company, the market tends to focus almost exclusively on the outlook for earnings growth. While obviously important, this ignores other variables that are equally relevant in determining whether a stock represents a good investment from both a quality and a valuation perspective. Continue…

by Stuart Jackson Posted in Economics, Investing Education.

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In this week’s video insight Andreas shares our valuation framework for assessing a company. Our framework is based on the concept of intrinsic value, where we form a view of what a business is worth and then compare that valuation to what the market is prepared to pay. How does our approach differ to other investors?
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by Andreas Lundberg Posted in Video Insights.

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The share price of waste management business, BINGO Industries (ASX:BIN), has been on a roller-coaster ride since the company listed on the ASX in 2017.  With its heavy exposure to property development, it remains to be seen which way it moves next. Continue…

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

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