TradeMe is New Zealand’s leading online marketplace. It’s like eBay, REA, CAR and SEK all rolled into one. Having upgraded its trading platform, the company is set to return to strong earnings growth from FY17. TradeMe fits a number of our preferred investment characteristics, and we continue to hold it in our funds. Continue…

by Stuart Jackson Posted in Companies.

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One of my favourite finance books was given to me by Mark Carnegie after a meeting where we discussed markets and valuation.  That book is called The (Mis)behavior of Markets and its author was none other than Benoit Mandlebrot – the father of fractal theory. Continue…

by Roger Montgomery Posted in Investing Education.

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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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In what seems like the blink of an eye, the number of global internet users has just reached 3 billion – that’s just under half the estimated world population. And a third of the world owns a smartphone. The trends for activities like photo-sharing and e-commerce are just as explosive. Continue…

by David Buckland Posted in Technology & Telecommunications.

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by Roger Montgomery's Team Posted in Old Content.

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Childcare operator, G8 Education (ASX: GEM), recently reported its first half 2016 results, and they were not inspiring. EBIT margins are deteriorating under the weight of rising wages and corporate overheads. We don’t yet see it as a repeat of the ABC Learning disaster, but we are keeping our eyes peeled. Continue…

by Roger Montgomery Posted in Companies, Editor's Pick.

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Sirtex Medical (ASX: SRX) has just reported its FY16 results, and they were pleasing on every metric. We recently commented on the firm’s sales growth which the market took the news badly and subsequently the price of the firm’s shares fell. Continue…

by Scott Shuttleworth Posted in Health Care.

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