What should you be watching this reporting season? READ OUR INSIGHTS HERE .
-
MEDIA
Artificial Intelligence is reshaping investment portfolios
Roger Montgomery
July 11, 2025
With a new financial year comes the chance to reset and consider if there’s any reason to expect forces shaping the previous year to fade away. The process might even throw up a completely new interpretation of what’s going on, as it has for me.
This article was first published in The Australian on 3 July 2025.
by Roger Montgomery Posted in In the Press.
- READ
- save this article
- POSTED IN In the Press.
-
MEDIA
Ausbiz – RBA holds fire
David Buckland
July 10, 2025
This morning, I joined Juliette Saly on Ausbiz to discuss the Reserve bank of Australia’s (RBA) surprise decision to hold rates at 3.85 per cent, despite earlier expectations of a cut. Governor Michele Bullock made it clear the RBA is prioritising quarterly data over monthly figures, citing volatility in the latter. With June quarter inflation data due at the end of this month the odds of a rate cut in August remain high. Continue…
by David Buckland Posted in TV Appearances.
- save this article
- POSTED IN TV Appearances.
-
Buffet’s litmus test for quality stocks
Roger Montgomery
July 10, 2025
When Warren Buffett was asked to distil the essence of investing success, he offered the following:
“Your goal as an investor should simply be to purchase, at a rational price, a part interest in an easily-understandable business whose earnings are virtually certain to be materially higher five, 10 and 20 years from now. Over time, you will find only a few companies that meet these standards – so when you see one that qualifies, you should buy a meaningful amount of stock. You must also resist the temptation to stray from your guidelines: If you aren’t willing to own a stock for ten years, don’t even think about owning it for ten minutes. Put together a portfolio of companies whose aggregate earnings march upward over the years, and so also will the portfolio’s market value.” Continue…
by Roger Montgomery Posted in Investing Education, Market commentary.
- 2 Comments
- save this article
- 2
- POSTED IN Investing Education, Market commentary.
-
Lighting your FIRE
Roger Montgomery
July 9, 2025
Have you heard of the FIRE movement? FIRE – Financial Independence Retire Early is a lifestyle and investment philosophy and movement that’s focused on aggressively saving and investing to achieve financial independence and retire much earlier than the traditional retirement age. Continue…
by Roger Montgomery Posted in Investing Education.
- save this article
- POSTED IN Investing Education.
-
Discover how to value the best stocks and buy them for less than they’re worth.
NOW FOR JUST $49.95
buy nowSUBSCRIBERS RECEIVE 20% OFF WHEN THEY SIGN UP
“This is a book you simply must read.
The very best investors in the world are “value” investors.” -
MEDIA
ABC Newcastle Mornings – How do interest rate changes impact investors?
Roger Montgomery
July 8, 2025
I joined Paul Turton this morning on ABC Newcastle to discuss the pending interest rate decision and how its outcome could influence investors.
While interest rates, consumer confidence, tariffs and a weak Australian dollar all influence the investment landscape, the real focus should be on company fundamentals. Focussing on the long-term value of quality businesses is ultimately what drives shareholder returns. Continue…
by Roger Montgomery Posted in Radio.
- LISTEN
- save this article
- POSTED IN Radio.
-
Beyond the big win – how do you protect and grow your wealth?
Roger Montgomery
July 8, 2025
We’ve all heard the stories of entrepreneurs who succeeded after failure. Less common are the stories of those who failed after succeeding. Heck, I Googled “entrepreneurs who failed AFTER succeeding” and Google returned pages and pages of articles with titles similar to; “How successful entrepreneurs bounce back from failure.” The opposite of what I was searching for. Continue…
by Roger Montgomery Posted in Investing Education.
- save this article
- POSTED IN Investing Education.
-
Bitcoin mania?
Roger Montgomery
July 7, 2025
An examination of asset class returns over the last twelve months, including residential property in various capital cities, reveals Bitcoin’s superior performance. Continue…
by Roger Montgomery Posted in Market commentary.
- save this article
- POSTED IN Market commentary.
-
Trump’s Big Beautiful Bill Act
Roger Montgomery
July 4, 2025
In what some have described as a ‘dramatic’ 218-214 vote, the U.S. House narrowly passed President Trump’s US$3.4 trillion “Big Beautiful Bill Act,” a nearly 900-page tax-and-spending package that does mark a major victory for Trump and GOP (Republican Party) leaders. Continue…
by Roger Montgomery Posted in Global markets, Market commentary.
- save this article
- POSTED IN Global markets, Market commentary.