Check out my latest article for the Australian about the big supermarkets new ceo's making the same old mistakes READ HERE
-
What is “Cash” and Why it Matters – Narrow Road Capital
Roger Montgomery
October 2, 2018
With punitive rates, and even negative in some jurisdictions, cash has become a liability for many in recent years. But cash is actually most valuable when nobody else has any and given our belief that the value of cash is increasing, Jonathan Rochford from Narrow Road Capital provides a note that is incredibly timely. Continue…
by Roger Montgomery Posted in Market commentary.
- save this article
- POSTED IN Market commentary.
-
Risk management – a free lunch
Tim Kelley
September 28, 2018
There are very few free lunches when it comes to investing, but something that comes close – in my view – is good risk management. There are different ways to think about risk. One common way is to think about it in terms of volatility, or standard deviation, which describes the range within which the price of an asset or portfolio might be expected to move in a given time frame. Continue…
by Tim Kelley Posted in Investing Education.
- save this article
- POSTED IN Investing Education.
-
-
Howard Marks takes the market’s Temperature
Roger Montgomery
September 27, 2018
Legendary Value investor, Howard Marks of Oaktree Capital has just released his latest memo to investors overnight. His observation that “overly generous capital markets ultimately lead to unwise financing, and thus to danger for participants” is worth noting with respect to Australia’s recent property boom… Continue…
by Roger Montgomery Posted in Market commentary.
- save this article
- POSTED IN Market commentary.
-
Discover how to value the best stocks and buy them for less than they’re worth.
NOW FOR JUST $49.95
buy nowSUBSCRIBERS RECEIVE 20% OFF WHEN THEY SIGN UP
“This is a book you simply must read.
The very best investors in the world are “value” investors.” -
Four predictions for global markets
Roger Montgomery
September 27, 2018
Ten years after the global financial crisis, and following a sustained rebound in world markets, predictions of gloom are coming in thick and fast. How concerned should we be that the good times are coming to an end? To help you reach some kind of conclusion, I’ve included the latest forecasts from four industry leaders. Continue…
by Roger Montgomery Posted in Global markets.
- 1 Comments
- save this article
- 1
- POSTED IN Global markets.
-
What can we see if we compare the US market and the Chinese market?
David Buckland
September 26, 2018
In this week’s video insight David compares the world’s two largest economies, the US and China. With the tariff war between China and the US heating up how much of a negative impact is this having on the Chinese economy?
by David Buckland Posted in Editor's Pick, Video Insights.
- save this article
- POSTED IN Editor's Pick, Video Insights.
-
MEDIA
Money News 25.09.2018
Roger Montgomery
September 26, 2018
In this interview on Money News, Roger discusses the retail sector, if the economy starts slowing down how many retailers will go under? And how can you make sure you aren’t falling into a value trap?
by Roger Montgomery Posted in Radio.
- LISTEN
- save this article
- POSTED IN Radio.
-
Does PEXA pack a punch?
Joseph Kim
September 26, 2018
PEXA – Property Exchange Australia – is Australia’s online property exchange network. It assists lawyers, conveyancers and financial institutions to lodge documents with land registries and complete financial settlements electronically. It’s about to be sold. Does it prove to be an attractive investment? Continue…
by Joseph Kim Posted in Companies.
- 6 Comments
- save this article
- 6
- POSTED IN Companies.