Data that forms an investment thesis is not always presented in the most coherent and easy to digest manner. It is indeed often the case that once data has been distilled into a form that is easy to draw conclusions from, it is often too late to act on as the trend has already become obvious. It is therefore often even more interesting to look at more circumstantial data that can give an early indication of the future direction of the more substantiated data. Continue…

by Andreas Lundberg Posted in Market commentary.

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German carmakers have been hit by the combination of stricter European emission rules and a decline in Chinese car sales. Continue…

by David Buckland Posted in Companies.

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by Roger Montgomery's Team Posted in Old Content.

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by Roger Montgomery's Team Posted in Old Content.

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Continuing my ongoing series of interviews with Montgomery investment staff, where I lift the lid and see what makes the people behind the process, the blog posts and the numbers tick. I catch up with our newest analyst on our global equities team – Lachlan Mackay. Continue…

by Scott Phillips Posted in Editor's Pick, Montgomery News and Updates.

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As a general observation, my view is that remuneration for top listed company executives is nothing short of generous. Boards and shareholders of all stripes seem happy to shovel cash at senior managers in hope of attracting and retaining exceptional talent; the sort of talent that will drive shareholder returns beyond those of comparable companies. This logic may have some superficial appeal, but I take issue with it for a couple of reasons. Continue…

by Tim Kelley Posted in Companies.

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Back in 2014, Warren Buffett surprised the world by acquiring the fifth-largest car dealer in the United States, the Van Tuyl Group. Clearly, Buffett bet that the traditional face-to-face, kick-the-tyres, test drive and trade-in approach to buying a car would not change any time soon. But recent online start-ups could prove him wrong. Continue…

by Roger Montgomery Posted in Companies.

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by Roger Montgomery's Team Posted in Old Content.

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