As investors, we are always interested in companies with a barrier to competition from other firms. However, we need to be mindful that, sooner or later, the barrier can start coming down. Take the gaming industry. It seems to be well insulated from competition by government regulation. But there could be a danger in relying on such barriers to entry. Continue…

by Stuart Jackson Posted in Companies.

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In this interview with Ross Greenwood, Roger discusses Australia’s relationship with China and the future of private health insurance. 

by Roger Montgomery Posted in Radio.

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Our investment style is focused around value and quality, which are concepts that work well over long stretches of time, but can have very mixed performance over shorter periods of time. This week we discuss the materials and healthcare sectors.

by Tim Kelley Posted in Video Insights.

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Have you noticed how many cranes are piercing the skyline? Rider Levett Bucknall’s Crane Index reports there are now 663 cranes across Australia’s capital cities – mostly involved in home building. Continue…

by Roger Montgomery Posted in Property.

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