I discussed market trends and investment opportunities in a recent InvestmentMarkets webinar WATCH HERE
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The market loves Afterpay, but how long will the euphoria last?
Roger Montgomery
August 1, 2018
Just 12 months ago, Australian payments company Afterpay Touch (ASX:APT) was trading at $2.95. Today its shares are almost five times higher. With its entry to the US, many investors believe there’s only blue sky ahead. But I’m not so sure. Continue…
by Roger Montgomery Posted in Companies.
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Beware tech companies that could go the way of the knocker-upper
Roger Montgomery
July 31, 2018
When it comes to investing in tech companies, it’s essential to distinguish between two types of businesses. On the one hand are hardware companies, which can end up fighting for market share and, eventually, relevance. On the other are platform companies, which benefit no matter which technology ends up winning. Continue…
by Roger Montgomery Posted in Technology & Telecommunications.
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MEDIA
SKY BUSINESS WITH TICKY FULLERTON FEATURING ROGER MONTGOMERY: 25 JULY 2018
Roger Montgomery
July 30, 2018
Roger joined Ticky Fullerton on Sky Business to discuss concerns that retail investors should be aware of. Is the combination of the volume of debt and the fact that liquidity is being pulled from the market an issue?
by Roger Montgomery Posted in TV Appearances.
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Eastern Australia’s drought is bad news for agribusinesses
Stuart Jackson
July 30, 2018
The worsening drought in Eastern Australia is resulting in increasingly difficult conditions for businesses right across the agriculture sector. And if official weather forecasts hold firm, it looks like things will be tough for some time to come. Continue…
by Stuart Jackson Posted in Market commentary.
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