In this week’s video insight Stuart discusses the impact pricing power has on the quality of a company. Pricing power will invariably allow a company to generate a return above its cost of capital. But it also yields another major benefit.

by Stuart Jackson Posted in Video Insights.

• watch video
• save this article
• POSTED IN Video Insights.

There are plenty of charts doing the rounds showing the rising percentage of companies listing in the US, that are losing money. Uber is perhaps the best recent example, which we wrote about and suggested it might be a great short selling opportunity. Continue…

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

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

History has a long track record of demonstrating that when it comes to new technology it’s often, and perhaps even usually, the consumer that wins at the expense of investors. Continue…

by Roger Montgomery Posted in Technology & Telecommunications.

• 2 Comments
• save this article
• 2
• POSTED IN Technology & Telecommunications.

Over the past year, the Australian dollar has fallen against the US dollar. It’s a trend I don’t expect will change any time soon. This has important consequences for many Australian businesses and for investors. Continue…

by Andreas Lundberg Posted in Foreign Currency.

• save this article
• POSTED IN Foreign Currency.

In releasing their half-yearly results for the six months to March 2019, the Eclipx Group (ASX: ECX) management has come clean. After spending a combined $246 million on the Right2Drive and GraysOnline acquisitions in May 2016 and August 2017, respectively, they have now been written down by $118 million.  Continue…

by David Buckland Posted in Companies.

• save this article
• POSTED IN Companies.

In this episode of Value.Able The podcast Roger discusses low quality businesses. If a company is generating a low rate of return on equity, is it best to pay the returns out as a dividend? Roger identifies companies which are forced to reinvest.

by Roger Montgomery Posted in Podcast Channel.

• save this article
• POSTED IN Podcast Channel.

Jumbo Interactive (ASX:JIN)  is a wonderful business that we’ve liked for a long time. But with its share price doubling over the past six months to an all-time high, is it wise for would-be buyers to step aside for now? Continue…

by Roger Montgomery Posted in Companies.

• 1 Comments
• save this article
• 1
• POSTED IN Companies.

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.