In this radio interview Roger Montgomery discusses why the Australian airline industry is under enormous financial pressure. Qantas has grounded three 737s after a safety audit this week found hairline cracks in the pickle fork structure. Listen here.

by Roger Montgomery Posted in Radio.

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Our very good friend the founder and CIO of Narrow Road Capital, Jonathan Rochford, writes a terrific monthly missive about the goings-on in financial markets around the globe.

The October report had this to say about trend in corporate bonds… Continue…

by Roger Montgomery Posted in Market commentary.

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The new low interest rate world in which we find ourselves is strange. Why does it make sense that an investor should have to pay for the privilege of lending to the German government for 20 years, for example? And yet, the yield on German 20 year bunds is negative – effectively implying exactly this. Continue…

by Andrew Macken Posted in Global markets, Stocks We Like.

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Avita Medical (AVH:AU) is a regenerative medical device company that produces the RECELL device for the treatment of burns. It is a company I have written about previously  and whilst being a recent addition to the Montgomery fund’s portfolios, it has been one of its better performers. Given the share price appreciation in a short period of time, it’s worth reviewing the company’s operating performance and potential for further upside. Continue…

by Joseph Kim Posted in Companies, Stocks We Like.

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In this radio program with Philip Clark, Roger discusses why WeWork’s co-founder is being called America’s most hated man and the lessons investors can learn from WeWork’s fall from grace. Listen here.

by Roger Montgomery Posted in Radio.

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Cookie jar reserves are balance sheet reserves created in previous periods that are later released to provide a boost in earnings. These reserves are created as an estimate for a future expense like loan loss provisions in banks or warranty guarantees for manufacturers. Continue…

by Phillip Namara Posted in Investing Education.

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Roger joined Jas and David on Spark Your Fire Podcast to discuss how to identify value in property and equities, how to best structure your portfolio and a look at the current economic environment. Listen here.

by Roger Montgomery Posted in Podcast Channel.

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Roger Montgomery joined Ross Greenwood on Money News to take a closer look at the six Aussie floats that have failed in the past two weeks. They’ve all been valued at more than 150 million, so what has caused their failure?

by Roger Montgomery Posted in Radio.

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