When Britain voted to leave the EU back on 23 June, it sent the British Pound (GBP) into a tailspin. It’s depreciated 18 per cent against the USD and AUD since the day before the vote. Brexit, and the weakened GBP, will have a material impact on the earnings and valuations of a number of ASX-listed companies doing business in the UK. But not all.

by Stuart Jackson Posted in Companies, Editor's Pick, Global markets.

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Brexit, IDP Education

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In this interview with Ross Greenwood, Roger discusses Santos, REA Group and Australian supermarkets. 

by Roger Montgomery Posted in Radio.

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REA Group (REA)

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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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Berkshire Hathaway, buffett

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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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REA Group (REA)

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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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dumb investing, ETF

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