Bond markets signal caution – time to pay attention READ HERE to learn more.
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MONEY NEWS 22.08.2017
Roger Montgomery
August 23, 2017
In this interview with Ross Greenwood, Roger Montgomery discusses companies return on capital and how to look at shares during the reporting season.
by Roger Montgomery Posted in Radio.
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Why they’re pessimistic about this market
Roger Montgomery
August 23, 2017
You may be surprised to know that our largest position by far is cash. And that’s because we’re not finding value among the quality businesses we like to own. In value investing, patience can be a virtue, and we think holding cash will pay off handsomely. But, of course, not everyone will agree with us. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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3 more cognitive biases you need to know
Lisa Fedorenko
August 21, 2017
As outlined in a recent blog post, our minds are prone to numerous fallacies and biases. Just like you have a natural blind spot in each eye (where the nerve ending connects to the back of your cornea), we have natural blind spots in the way we think. To make better investment decisions, it’s critical to recognise and guard against them. Continue…
by Lisa Fedorenko Posted in Investing Education.
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MONEY NEWS 15.08.2017
Roger Montgomery
August 21, 2017
Roger Montgomery joined Ross Greenwood on Money News where he discussed the reporting season and companies results including ANZ, Challenger and Dominos.
by Roger Montgomery Posted in Radio.
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The dangers of missing numbers when trading at elevated multiples
Andreas Lundberg
August 18, 2017
A brief note today just to compare the share price reactions of two different companies both trading at what we consider expensive valuations. Now, trading at an expensive valuation does not mean that it is necessarily not a good idea to own the stock, what it does though is increase the risk if things do not go to plan. Continue…
by Andreas Lundberg Posted in Companies.
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