Warren Buffet was once asked whether intelligence or discipline is more important in investing. His response: “To be a great investor you don’t have to have a terrific IQ. If you’ve got 160 IQ, sell 30 points to somebody else because you won’t need it in investing. What you do need is the right temperament.” Let’s look at some ways to develop the ‘right temperament’. Continue…

by Lisa Fedorenko Posted in Investing Education.

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Just as mobile telephony has led to a plunge in fixed line connections, it’s possible that mobile broadband could have a similar effect on fixed line broadband. If this happens, there will be major implications for broadband service providers, mobile operators and the NBN. Continue…

by Tim Kelley Posted in Technology & Telecommunications.

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After a previous post on negative gearing, a reader asked us what an investment property would look like from a company value analysis perspective. Good question. Here’s my attempt to answer it. You may find it useful when considering your next investment decision. Continue…

by Andreas Lundberg Posted in Editor's Pick, Property.

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by Roger Montgomery's Team Posted in Old Content.

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Lately, there have been media reports about potential changes to NBN Co’s pricing structure for wholesale services to broadband providers. Could this be good news for Australia’s telcos? Well, right now, the jury is out. Continue…

by Scott Shuttleworth Posted in Technology & Telecommunications.

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For some years we‘ve advocated for our investment in Australia’s dominant real estate portal, REA Group. For us, REA ticks all the boxes.  It’s a well-run business with high returns on equity and an ability to raise prices in the face of excess supply – without an adverse impact on unit sales volume. Continue…

by Roger Montgomery Posted in Property.

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As we’re on the cusp of reporting season, it’s a good time to look at the companies and market sectors that may soon be under pressure – in particular, those that could be affected by the record levels of debt held by Australian households. Continue…

by Roger Montgomery Posted in Market commentary.

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We tend to sensationalise how quickly life around us is changing. But, in reality, change rarely happens quickly. And that’s why investors with a considered long-term view should do well. Let me illustrate, using Australia’s gas market as an example. Continue…

by Ben MacNevin Posted in Investing Education.

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