by Roger Montgomery's Team Posted in Old Content.

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Resmed was the first company under my coverage when I joined Montgomery and I’ve thoroughly enjoyed following the company for five years. Over this time, I’ve always been fascinated by the treatment of sleep apnea, and it’s helped shape my understanding of an important investing principle: To generate value, you don’t need to solve a problem, you just need to provide a solution that’s materially better than your competitors. Continue…

by Ben MacNevin Posted in Companies.

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Probably the biggest story of late was Amazon’s announcement that it would acquire the high-end grocery chain, Whole Foods, for US$13.7bn. The purchase is a significant step-up in Amazon’s assault on traditional grocery retailers. With the U.S. behemoth about to set foot on our shores, should Coles and Woolworths be even more alarmed? Continue…

by Stuart Jackson Posted in Companies.

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by Roger Montgomery's Team Posted in Old Content.

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On 7 June, Wesfarmers held its strategy day. Two weeks on, we are hearing echoes from what was formally a very rational duopoly.

by Scott Shuttleworth Posted in Companies.

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David Buckland was on Money News where he discusses Amazon moving into a wide range of areas, including their wholefood acquisition and how this changes the market.

by David Buckland Posted in Radio.

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Something a little different today. Finish that cup of coffee, and let’s do a few mental push ups to get the blood flowing around the grey matter. Continue…

by Tim Kelley Posted in Insightful Insights.

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In this week’s video insight Roger discusses why fund managers may currently have maximum cash in balance sheets or portfolios and how correction in share prices might be short lived, as the cash is freely available to purchase stocks which limits the extent of a market decline.

by Roger Montgomery Posted in Editor's Pick, Video Insights.

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