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Temple & Webster’s AGM and Trading Update
Roger Montgomery
October 31, 2024
Temple & Webster (ASX:TPW), one of Australia’s leading online furniture and homewares retailers, held its annual general meeting (AGM) on October 24, 2024 and provided a trading update that featured robust sales growth, strategic marketing initiatives, and ambitious future targets. Continue…
by Roger Montgomery Posted in Companies.
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Fear + Greed: Why the AI boom might be a bubble – for now
Roger Montgomery
October 29, 2024
This week, I had a great conversation with Sean Aylmer on the Fear and Greed podcast, where we discussed the current artificial intelligence (AI) boom. We examined how companies operating upstream, such as Nvidia (NASDAQ:NVDA), have reached new heights, and questioned whether downstream companies can effectively monetise AI to create value for investors – or if AI could become an innovation that primarily benefits society but falls short in generating substantial shareholder returns.
by Roger Montgomery Posted in Podcast Channel.
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Myth: Private credit does not perform well in disruptive economic conditions
Roger Montgomery
October 29, 2024
In this short video I was joined by Brett Craig, Director at Aura Credit Holdings, our partner in private credit to discuss a common myth that private credit does not perform well in disruptive economic conditions. With some private credit funds being relatively new, and not having experienced a full economic cycle, we dive deeper into this topic. Continue…
by Roger Montgomery Posted in Aura Group, Video Insights.
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Don’t expect rates – and housing prices – to fall by much
Roger Montgomery
October 28, 2024
Who would have thought a pandemic, consequent economic shocks, central bank-inspired interest rate volatility, and a mortgage cliff would lead to higher property prices?
Take a journey with me for a moment back to mid-2020, right after the World Health Organisation (WHO) finally conceded the world was in a crippling pandemic. Continue…
by Roger Montgomery Posted in Economics.
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Is AI a fad?
Roger Montgomery
October 25, 2024
If you spend enough time embedded in the world of equities and markets, you eventually see it all. Acknowledging the generations of investors before my generation, I am sure there is still more to see and experience. But from the 33-odd years I have been doing this, I like to think there’s a few things I am now able to recognise. Continue…
by Roger Montgomery Posted in Editor's Pick, Technology & Telecommunications.
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We need to wake up… and get back into bed!
Roger Montgomery
October 24, 2024
Today’s investors are focused on interest rates, inflation and earnings. A small group are thinking about the issues that could surface in two or three years, such as China annexing Taiwan and the consequences of artificial intelligence’s (AI) birth. An even smaller group are thinking about what lies beyond that. Continue…
by Roger Montgomery Posted in Economics, Property.
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A three-piece update to Nick Scali furniture
Roger Montgomery
October 23, 2024
Nick Scali (ASX:NCK) released a trading update along with first half earnings guidance. Most analysts conclude that the update was a downgrade to the first-half consensus net profit after tax (NPAT); longer-term investors will look beyond the short-term effects of higher freight charges. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Small Caps, Stocks We Like.
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Myth: Private credit investments are not diversified
Roger Montgomery
October 22, 2024
In this short video I was joined by Brett Craig, Director at Aura Credit Holdings, our partner in private credit for a brief discussion on managing risk through diversification in investment funds. I introduce the concept by addressing a common myth that private credit may not be diversified enough. Brett explains the approach with the Aura Private Credit Funds which focuses on diversifying risk across various industries, geographies, and lenders. Continue…
by Roger Montgomery Posted in Aura Group, Video Insights.
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