There is no debate about the long term investment success delivered by Berkshire Hathaway.  Since 1965, compound growth in per-share book value of Berkshire has far outstripped growth delivered by an investment in the S&P500 Index, resulting in an exceptional long term investment experience for Berkshire’s owners. Continue…

by Tim Kelley Posted in Market commentary.

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Roger discusses Reinhart and Rogoff’s book, This Time is Different, which reveals four repeating, key ingredients that proceed a financial crisis. What is in store for Australia?

by Roger Montgomery Posted in Editor's Pick, Video Insights.

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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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Realestate.com (REA:ASX) is the kind of business we like.  It’s a price maker, not a price taker. We believe it will continue to perform well as the property market matures. Continue…

by Roger Montgomery Posted in Companies, Property.

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Lately, we’ve seen an escalation in marketing by providers of index funds, and truth has been the first casualty. To our way of thinking, index investing is simply dumb investing, geared to know-nothing investors. But if you’re reading this, then that’s not you.

by Roger Montgomery Posted in Investing Education.

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In this interview with Peter Switzer Roger Montgomery discusses the consequences of the ASX 200’s payout ratio that has risen from 55% to 80%. Where is the stock market headed for the next few months and is it still sensible to hold cash?

by Roger Montgomery Posted in TV Appearances.

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Investing is an exercise in assessing the likelihood and impact of different futures, yet political campaigns are an exercise in championing a very specific future. So let’s pause to consider one future that is capturing the attention of many investors: the adoption of more protectionist trade policies in the United States. Continue…

by Ben MacNevin Posted in Market commentary.

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