by Roger Montgomery's Team Posted in Old Content.

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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 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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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?

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by David Buckland Posted in Editor's Pick, Video Insights.

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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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by Roger Montgomery's Team Posted in Old Content.

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On 26 April, Healthscope Limited (ASX:HSO) received a non-binding indication of interest from a BGH-led consortium in relation to a proposal to acquire HSO for a price of $2.36 per share, which was a 16 per cent premium to the price prevailing before the approach. Continue…

by Tim Kelley Posted in Companies, Health Care.

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Back in March, we wrote about Codan (ASX:CDA), and how I am personally enthused about their technology. Today, the company has made two announcements that the market has reacted positively to. Continue…

by Andreas Lundberg Posted in Companies, Stocks We Like.

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