Read my latest article for the Australian titled, Why the onward march of AI and the tech titans demands change READ NOW
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Stricter European Emission Rules and a Slowdown in the Chinese Car Market
David Buckland
October 16, 2018
German carmakers have been hit by the combination of stricter European emission rules and a decline in Chinese car sales. Continue…
by David Buckland Posted in Companies.
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The people behind the process
Scott Phillips
October 15, 2018
Continuing my ongoing series of interviews with Montgomery investment staff, where I lift the lid and see what makes the people behind the process, the blog posts and the numbers tick. I catch up with our newest analyst on our global equities team – Lachlan Mackay. Continue…
by Scott Phillips Posted in Editor's Pick, Montgomery News and Updates.
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The Curious Case of Telstra’s Remuneration Report
Tim Kelley
October 12, 2018
As a general observation, my view is that remuneration for top listed company executives is nothing short of generous. Boards and shareholders of all stripes seem happy to shovel cash at senior managers in hope of attracting and retaining exceptional talent; the sort of talent that will drive shareholder returns beyond those of comparable companies. This logic may have some superficial appeal, but I take issue with it for a couple of reasons. Continue…
by Tim Kelley Posted in Companies.
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Online platforms are changing the way we buy cars
Roger Montgomery
October 12, 2018
Back in 2014, Warren Buffett surprised the world by acquiring the fifth-largest car dealer in the United States, the Van Tuyl Group. Clearly, Buffett bet that the traditional face-to-face, kick-the-tyres, test drive and trade-in approach to buying a car would not change any time soon. But recent online start-ups could prove him wrong. Continue…
by Roger Montgomery Posted in Companies.
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How the rising US 10-year bond yield could affect your portfolio
Joseph Kim
October 11, 2018
Macro considerations are not a major driver of investment decisions at Montgomery. But when we assess the potential risks and returns of a business, we still need to be aware of major global developments. Right now, a key development is the rising US 10-year Treasury bond yield – which could have a big impact on a number of stocks. Continue…
by Joseph Kim Posted in Global markets.
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