Conventional wisdom would suggest that, in a softening property market, any company exposed to property will suffer operationally. While that might be true for developers and builders, it might not be true for REA Group. Continue…

by Roger Montgomery Posted in Property.

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In this week’s video insight Andreas discusses Resmed’s results and how the market sometimes acts irrationally to new information which can present opportunities. Continue…

by Andreas Lundberg Posted in Editor's Pick, Video Insights.

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Dear Friends,

When the media talks of philanthropists they tend to focus on those giving millions, forgetting that the real philanthropists are those with far less and those that often give proportionately more. Of course it’s rarely convenient to give and it’s easy to put off giving until a ‘better’ time. However, what inspired me to give to Miracles Day was the simple fact that with just $32, I could buy a 12 minute procedure that would allow a women to see her daughter for the very first time – even though her daughter was 16 years old.  The immediate and positive impact I could have appealed to me.  I’d like you to consider this cause and consider becoming a philanthropist on August 17, Miracles Day. Continue…

by Roger Montgomery Posted in Uncategorized.

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When Facebook (NASDAQ: FB) reported its second-quarter results for 2017 last month, it wasn’t the company’s unexpected revenue or earnings outperformance that caught our eye – though the extraordinary quality of this business never ceases to amaze. Continue…

by Andrew Macken Posted in Companies.

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Australia’s largest mortgage insurer, Genworth (ASX: GMA) has just released its financial results for 1H17. The results highlight the continuing growth of loan delinquencies, particularly in WA and Queensland – another sign of household stress. Continue…

by Stuart Jackson Posted in Insurance.

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David Buckland joined Ross Greenwood on Money News where he discusses the reporting season and how to deal with company’s underperforming.

by David Buckland Posted in Radio.

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Amazon is the second largest commerce platform in the world – the gold medal goes to Alibaba – but until recently very little has been made of its advertising business. This could all be about to change as it sets out to capture a greater share of the global advertising dollar. Continue…

by Daniel Wu Posted in Consumer discretionary.

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by Roger Montgomery Posted in Technology & Telecommunications.

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Warren Buffet was once asked whether intelligence or discipline is more important in investing. His response: “To be a great investor you don’t have to have a terrific IQ. If you’ve got 160 IQ, sell 30 points to somebody else because you won’t need it in investing. What you do need is the right temperament.” Let’s look at some ways to develop the ‘right temperament’. Continue…

by Lisa Fedorenko Posted in Investing Education.

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