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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Australia is often described as ‘The Lucky Country’ – we have natural resources, good weather and distance from problems elsewhere in the world. Financially we were relatively untouched by the global financial crises – it might seem we are in good stead but you never know what the future holds. David Buckland joined Philip Clark on ABC Nightlife and here is a summary of some of his points: Continue…

by David Buckland Posted in Market commentary.

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This month, I talk to our newest addition to the Montgomery team, Andreas Lundberg, Senior Analyst for The Montgomery Fund who recently joined us from Sweden. Continue…

by Scott Phillips Posted in Montgomery News and Updates.

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