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Has Appen acquired a Committed Leadership Team?
Roger Montgomery
March 12, 2019
ASX-Listed crowdsourced data company, Appen (ASX:APX) has just announced its intention to purchase Figure Eight for its “Leading Tech Platform.” Appen will pay US$175 million upfront, which is circa 5.7 times 2018 revenue. It will also pay up to another US$125 million in March 2020 on outperformance of incremental 2019 subscription revenue targets. Continue…
by Roger Montgomery Posted in Companies.
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Why we’re excited about the next market sell-off
Roger Montgomery
March 11, 2019
I think we could see another meaningful pullback in global equities, triggered by volatility in U.S. bond markets. It’s a scenario we are looking forward to as it creates a fresh opportunity to invest in quality businesses at the right price. Continue…
by Roger Montgomery Posted in Market commentary.
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MEDIA
Trading Day Live Featuring Roger Montgomery: 8 March 2019
Roger Montgomery
March 11, 2019
Roger joined Ingrid Willinge on Your Money’s Trading Day Live to discuss Australia’s growth outlook. Is the RBA too aggressive with its GDP forecast? The weak data we see may force the RBA to revise their forecast and maybe even cut rates.
by Roger Montgomery Posted in TV Appearances.
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An alternative way to look at the largest ASX-listed companies
Tim Kelley
March 8, 2019
One of the more profound changes to the practice of investment management in recent years has been the improvement in the availability of information; a change driven by both regulation and technology. Continue…
by Tim Kelley Posted in Companies, Investing Education.
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Outdoor media shines in the ad spend gloom
Stuart Jackson
March 8, 2019
With so much focus these days on digital advertising, it’s easy to forget that traditional forms of advertising can also be quite profitable. Take outdoor media, for example, where revenue growth has been resilient over the last year. Continue…
by Stuart Jackson Posted in Media Companies.
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Why we need to say ‘no’ to Equinor’s planned oil project
Roger Montgomery
March 7, 2019
Norwegian company Equinor has just released a draft environmental plan for deep water oil drilling in the Great Australian Bight. A misstep in this project would have disastrous environmental, social and economic impacts for all Australians, which is why we think it should be rejected. Continue…
by Roger Montgomery Posted in Insightful Insights.
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