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Is TEN the canary in the ‘old media’ mine?
Lisa Fedorenko
June 28, 2017
Today, digital disruption is everywhere. We’ve written about this previously – and talked about the massive shift in advertising dollars from old to new media. With TEN group entering voluntary administration, we thought we’d have a closer look at what’s happening, and the prospects for mainstream media. Continue…
by Lisa Fedorenko Posted in Media Companies.
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Realestate.com.au Update
Scott Shuttleworth
June 27, 2017
In this week’s video insight Scott discusses REA Group and why it has been a core holding in Montgomery portfolios that has provided delightful returns for our investors.
by Scott Shuttleworth Posted in Video Insights.
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Healthscope hurdles a symptom of pressures on healthcare stocks
Roger Montgomery
June 27, 2017
You’d think owning a private hospital would be a licence to print money. There are certainly a number of favourable underlying drivers for private hospital operators in Australia — not least the ageing population — resulting in increasing service volumes per person. Continue…
by Roger Montgomery Posted in Health Care.
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A Valuable Treatment
Ben MacNevin
June 23, 2017
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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What Amazon’s Whole Foods buy means for Aussie retailers
Stuart Jackson
June 23, 2017
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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