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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The plight of Myer Holdings reflects the massive changes occurring in the retail space. Myer’s share price has plummeted from around $3 back in 2013 to just 76 cents. The price now implies a 3x EV/ EBITDA multiple – which looks cheap. So, what is this price assuming? Is it screaming cheap, or a value trap? Continue…

by Lisa Fedorenko Posted in Consumer discretionary.

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Over the next few months – and possibly as soon as August – Telstra will make some important capital allocation decisions, including what to do with billions of dollars in payments from NBN Co.  Naturally, investors are eagerly awaiting the announcements.  So, what can they expect to see? Continue…

by Tim Kelley Posted in Technology & Telecommunications.

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In Andy Macken’s Whitepaper  “Who are the businesses of the future?”, he explained the online technology platforms (OTP) concept, arguing “by implementing this model in software – which results in an effective zero cost of marginal production; and online – which results in a near zero cost of global production: owners of successful online technology platforms often generate enormous economic profits stemming from a number of advantages which are both powerful and sustainable”. Continue…

by David Buckland Posted in Global markets.

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• POSTED IN Global markets.