In this radio program with Philip Clark, Roger discusses everything from Labor’s new tax rebate policy to an update on the economic landscape for Australian department stores. Listen to the clip here.

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In this interview with Ross Greenwood on Money News, we discussed what is causing jitters in our stock market. Many major US stocks have suffered dramatic falls including Tesla, Facebook and Amazon.

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by Roger Montgomery Posted in Radio.

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Some of our high-flying concept companies are about to feel the blowtorch of increased competition. How they respond could be provide an insight into whether they are prepared for the new competitive landscape – or if they can do anything about it. Continue…

by Roger Montgomery Posted in Companies.

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Warren Buffett recently observed that markets can quickly turn from green to red, without pausing at yellow.  It was a veiled warning that when valuations are at extremes – as they are today – it doesn’t take much to trigger something serious. Continue…

by Roger Montgomery Posted in Editor's Pick, Market commentary.

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In very early March we sent our Montgomery [Private] Fund investors the February Investment Report. It is a particularly useful insight for all investors, and with the passage of time it can now be shared with you. Continue…

by Roger Montgomery Posted in Insightful Insights.

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