Howard Marks at Oaktree published his latest memo overnight. It speaks for itself and is valuable reading.  Click here to download the PDF.

by Roger Montgomery Posted in Global markets.

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Altium (ASX: ALU) is one of Australia’s most successful software businesses. Over the last five years, the company has grown rapidly, and its stock price has soared more than 10-fold. ALU’s FY2017 result shows a business going from strength to strength. But is it a tad expensive at these prices? Continue…

by Scott Shuttleworth Posted in Companies, Editor's Pick.

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Recently, some of the best investments in our global funds have been in Chinese companies like Tencent and Alibaba.  And that’s hardly surprising. After all, in the words of the ex-Singapore leader, Lee Kuan Yew, China is now “the biggest player in the history of the world”. 

by Roger Montgomery Posted in Global markets.

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by Roger Montgomery's Team Posted in Old Content.

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In this interview with Ross Greenwood, Roger Montgomery discusses energy and electricity prices and how Australia went from being one of the cheapest sources of electricity in the world to one of the most expensive.

by Roger Montgomery Posted in Radio.

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The education of international students is now Australia’s third largest export – just behind iron ore and coal. One high quality business that has successfully leveraged off this growing industry is IDP Education (ASX: IEL). IDP is a global leader in international student placement services. It recently reported its FY17 results that point to a robust business with good prospects. Continue…

by Stuart Jackson Posted in Companies.

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In this week’s video insight David discusses the pleasing performance of the Montgomery Global Fund and the future launch of our first Exchange Traded Managed Fund.

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

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By this point you may have noticed that I have a soft spot for how psychology affects investment decisions. This is well founded, because the more you know about behavioural biases, the more you can limit how your blind-spots impact your investments. Continue…

by Lisa Fedorenko Posted in Investing Education.

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