Autonomous vehicles and the evolution of Transport as a Service (TaaS) are topics that we have spent a significant amount of time thinking (and writing) about in the past year or so. We see these developments as having a profound impact in many industries and have begun to remove from our portfolios businesses that we see as being on the wrong side of them. Continue…

by Tim Kelley Posted in Technology & Telecommunications.

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by Roger Montgomery's Team Posted in Old Content.

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In this week’s video insight Tim discusses our view on Telstra. We have been reasonably critical of Telstra over the years, although given the extent of the share price decline we think Telstra has now reached a point in which it offers value upside.

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by Tim Kelley Posted in Editor's Pick, Video Insights.

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In 2016, Wesfarmers (ASX:WES) raised the eyebrows of many investors when it expanded into the UK and Ireland hardware business. Two years later and $1.7 billion down on its investment, WES has decided to pull out. It shows yet again why growth through acquisition can be a risky strategy. Continue…

by Stuart Jackson Posted in Companies.

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by Roger Montgomery's Team Posted in Old Content.

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Merger and acquisition (M&A) activity in Australia has soared over the last year. With lofty premiums being bid by many would-be suitors, it makes you wonder: is there a way for investors to profit from all this M&A action? Continue…

by Andreas Lundberg Posted in Investing Education.

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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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