Disney will move its Disney and Pixar branded movies from Netflix to its own streaming platform in 2019. It’s not surprising that Disney is pursuing a direct relationship with the consumers of their content, but you may be surprised to learn that Disney still desires one middle-man to remain.
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by Ben MacNevin Posted in Consumer discretionary.

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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 companies return on capital and how to look at shares during the reporting season.

by Roger Montgomery Posted in Radio.

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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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by Roger Montgomery's Team Posted in Old Content.

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by Roger Montgomery's Team Posted in Old Content.

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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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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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