Bond markets signal caution – time to pay attention READ HERE to learn more.
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Resmed’s Growing Customer Base
Ben MacNevin
February 3, 2017
We’ve postured that Resmed has fundamentally changed the US business model in its favour with its Airsense platform. After the release of Resmed’s second quarter results for financial year 2017, we explore how it is tracking against this thesis. Continue…
by Ben MacNevin Posted in Health Care.
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We don’t need those rates to rise
David Buckland
February 2, 2017
In terms of household debt to disposable income (187 per cent) and household debt to GDP (125 per cent), Australian householders are vying for gold in the debt Olympics. Our love affair with property has been greatly assisted by record low interest rates and this reduction is illustrated below with the “Interest paid to disposable income ratio” declining from 13 per cent to just over 8 per cent over the past decade. Continue…
by David Buckland Posted in Market commentary.
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Second-level thinking on Australian banks
Roger Montgomery
February 2, 2017
In September 2015, Howard Marks wrote a memo entitled, ‘It’s Not Easy’, a reflection on Charlie Munger’s famous aphorism about investing, “It’s not supposed to be easy. Anyone who finds it easy is stupid.” The memo reflected upon the requirement for second level thinking in order to be a successful investor. Continue…
by Roger Montgomery Posted in Editor's Pick, Financial Services.
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When is quality ever cheap?
Roger Montgomery
January 31, 2017
All investing is value investing. If price is what you pay, value is what you receive. Your job as an investor this year — and every year — is to pay a lower price than the value you get.
by Roger Montgomery Posted in Companies.
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Can a machine read company announcements?
Tim Kelley
January 31, 2017
Regular readers will know that our investment process takes advantage of quantitative analysis to identify potentially interesting investment opportunities. To do this analysis, we “train” a computer model to distinguish between strong and weak investment candidates using historical data, and then apply the resulting model to try to try to identify tomorrow’s successful investments. Continue…
by Tim Kelley Posted in Investing Education.
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