by Roger Montgomery's Team Posted in Old Content.

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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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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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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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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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What happens when pesky, disruptive upstarts take on the big incumbents in an industry? More often than not, they find themselves in a battle royale over market share. And that’s just what’s happening in the wealth management industry, where Westpac is fighting back against the likes of Netwealth, HUB24 and Praemium. Continue…

by Andreas Lundberg Posted in Companies, Financial Services.

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In this interview on Money News, Roger discusses the upcoming earnings season. We have seen a significant run in the stock market, with the average superannuation returns balances well ahead. So, when reporting commences, will there be a big sell off if companies disappoint?

by Roger Montgomery Posted in Radio.

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