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Will Amazon turn retailing on its head?
Roger Montgomery
December 11, 2017
Ahead of the arrival of Amazon, investors smashed the share prices of many Aussie retailers. These include hitherto great businesses like JB Hi-Fi, which has plunged around 25 per cent this year, despite delivering record sales and profits. Although after its launch last Tuesday, do we still think dark times are expected? Continue…
by Roger Montgomery Posted in Companies, Consumer discretionary.
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- POSTED IN Companies, Consumer discretionary.
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What does China and Sydney Property have in Common?
Roger Montgomery
December 9, 2017
A couple of very interesting articles in the Australian Financial Review (AFR) recently are worth bringing to your attention given that continuing extremely low levels of volatility suggests nobody is worried about anything at all. Continue…
by Roger Montgomery Posted in Property.
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