Check out my latest article for the australian, where i discuss how the U.S. inflation shock could signal the bull run’s end READ NOW
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Can an investor profit from M&A activity?
Andreas Lundberg
May 25, 2018
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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What kind of investor are you?
Tim Kelley
May 23, 2018
One of the features of active equity investing is its zero-sum nature (in aggregate). By that, I mean that when an investor “beats” the market, some other investor must get beaten. Averages being what they are, there needs to be an equal representation of investors who deliver above average performance and investors who deliver below average performance. Continue…
by Tim Kelley Posted in Investing Education.
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The US market is massively overpriced – but is that a problem?
Roger Montgomery
May 23, 2018
The US bull market is now 110 months old, and many stocks are looking expensive – despite reports of exceptional profit margins. Which is why we continue to hold a larger proportion of our portfolio in cash than many, if not most, of our peers. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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The Coming of Montgomery Global
David Buckland
May 22, 2018
Montgomery Global Investment Management is coming around to its third anniversary. In this week’s video insight David discusses their progress. How have the funds tracked against the benchmark?
by David Buckland Posted in Editor's Pick, Video Insights.
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Why the ‘new age’ businesses are still too expensive
Roger Montgomery
May 22, 2018
I’ve been fascinated by the soaring trajectory of some of our smaller ‘new age’ companies – like A2M, PushPay, Afterpay and Kogan – whose share prices have rallied over 600 per cent since 2017. We’ve never owned these companies as they haven’t met our tough intrinsic valuation hurdles. Continue…
by Roger Montgomery Posted in Companies.
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