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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There can be virtually no doubt that we are in a golden age of technological advances that promise to change the world. From 3D printers churning out both metal objects and human organs, to digital advertising targeting customers based on their moods, Continue…

by Roger Montgomery Posted in Editor's Pick, Technology & Telecommunications.

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In this interview with Ross Greenwood on Money News, Roger discusses how out of the Royal Commission more regulation is coming, and we have heard already that 30 per cent of loan applications are being knocked back. How much will this impact credit growth?

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by Roger Montgomery Posted in Radio.

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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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