Over the weekend, the results were released of a trial comparing the efficacy of two treatments for late stage liver cancer. The treatments were SIRT, pioneered by Australian biotech, Sirtex, versus Sorafenib. The results were generally positive for SIRT. So why has the market responded so harshly?
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by Scott Shuttleworth Posted in Editor's Pick, Health Care.

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by Roger Montgomery's Team Posted in Old Content.

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At Montgomery Investment Management, our philosophy is based on owning businesses with future cash flows that are expected to be large compared with their market value. Fundamental analysis is not the only way to think about equities, but it has a strong intuitive appeal, sound theoretical underpinnings, and has been applied to good effect by a number of very successful investors over the years. Continue…

by Tim Kelley Posted in Market commentary.

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by Roger Montgomery's Team Posted in Old Content.

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In the last month or so, we’ve seen a big surge in news articles and commentary about Sydney and Melbourne’s housing bubbles. But to the consternation of many people, there has been a reluctance by our politicians to introduce meaningful reforms. Could the reason be that they are among the nation’s most aggressive property investors? Continue…

by Andreas Lundberg Posted in Property.

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Have you ever wondered why analysts from different broking firms will value the same business quite differently? It often comes down to the assumptions they make, and the level of simplicity or complexity they build into their models. Continue…

by Lisa Fedorenko Posted in Investing Education.

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David Buckland recently spoke with Ross Greenwood on 2GB Money News about BHP Billiton and conglomerates that may soon be under pressure in Australia.

by David Buckland Posted in Radio.

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by Roger Montgomery's Team Posted in Old Content.

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