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  • RBA holds fire – watch our latest Ausbiz episode on the surprise RBA decision HERE.

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Why you should consider founder-led companies 
August 29, 2024
by Roger Montgomery
Montgomery Small Companies Fund 2024 update
August 9, 2024
by David Buckland
Rex Minerals shareholders to take the money and run
July 11, 2024
by David Buckland
Artificial Intelligence and the increasing demand for electricity
July 5, 2024
by David Buckland
  • insurance

    Insuring its own future – the QBE turnaround

    Sean Sequeira
    May 21, 2025

    QBE (ASX:QBE) has been a long-term holding of the Australian Eagle Long portfolio, albeit one that has faced its share of missteps over the years. However, in recent periods, the business has undergone a clear and deliberate transformation under current management, with a renewed focus on profitability, discipline and simplification. Continue…

    by Sean Sequeira Posted in Companies, Stocks We Like.
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    • POSTED IN Companies, Stocks We Like.
    insurance
  • Youre fired

    You’re fired! Another day, and another example of Trump commercialising the office of President for personal gain

    Roger Montgomery
    May 20, 2025

    The U.S. Copyright Office recently released a detailed report on the complex issue of using copyrighted materials to train artificial intelligence (AI) models, which has sparked heated debate in the tech and creative industries. However, the report’s measured recommendations were overshadowed by the Trump administration’s swift dismissal of the office’s director. Continue…

    by Roger Montgomery Posted in Market commentary.
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    • POSTED IN Market commentary.
    Youre fired
  • Roger Montgomery AusBiz

    MEDIA

    Ausbiz – bull vs bear market outlook for 2025

    Roger Montgomery
    May 19, 2025

    Last week, I joined Juliette Saly on Ausbiz to discuss the contrasting bull and bear market outlooks for 2025. Continue…

    by Roger Montgomery Posted in TV Appearances.
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    • POSTED IN TV Appearances.
    Roger Montgomery AusBiz
  • art to investing

    The art of investing – finding and keeping the winners

    Roger Montgomery
    May 19, 2025

    We recently published a blog post here showing that all of Berkshire Hathaway’s alpha between 2016 and 2023 came from just one stock – Apple. Without Apple, Berkshire would have underperformed the S&P 500. 

    I know firsthand how challenging it can be to invest in equities. Pursuing exceptional returns requires the ability to identify rare out-performers and the discipline to hold them through inevitable market turbulence. Continue…

    by Roger Montgomery Posted in Investing Education.
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    • POSTED IN Investing Education.
    art to investing
  • Discover how to value the best stocks and buy them for less than they’re worth.

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    “This is a book you simply must read.
    The very best investors in the world are “value” investors.”

    Ross Greenwood, Channel Nine, 2GB

  • MEDIA

    ABC Nightlife – U.S. economy

    Roger Montgomery
    May 17, 2025

    This week, I spoke with Phil Clark on ABC Nightlife about the latest moves from the Trump administration and their impact on the U.S. economy. We looked at how markets are reacting to Trump’s 90-day tariff pause amid ongoing policy flip-flops that are shaking investor confidence. With stagnant Gross Domestic Product (GDP) and supply chain disruptions, the equity market outlook remains challenging. We also discussed the strengthening euro as U.S. exceptionalism fades. Continue…

    by Roger Montgomery Posted in Radio.
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    • POSTED IN Radio.
  • us economy money

    The warnings mount: first Buffett, and now Powell and Tudor Jones

    Roger Montgomery
    May 16, 2025

    The U.S. economy and stock market are teetering, according to Federal Reserve Chair Jerome Powell and billionaire hedge fund manager Paul Tudor Jones. Together, they warn that aggressive tariffs and a cautious monetary policy result in the economy and market facing heightened inflation risks, unemployment, and a downturn. Continue…

    by Roger Montgomery Posted in Market commentary.
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    • POSTED IN Market commentary.
    us economy money
  • MEDIA

    ABC Newcastle Mornings – Winners and losers of the Australian election & market volatility

    Roger Montgomery
    May 15, 2025

    I recently joined Paul Turton on ABC Newcastle Mornings to discuss current market volatility and what investors might expect under a Labor government. Continue…

    by Roger Montgomery Posted in Radio.
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    • POSTED IN Radio.
  • apple

    The Apple of Warren Buffett’s eye

    Roger Montgomery
    May 15, 2025

    On May 3, Warren Buffett announced his retirement. Here’s my dictation (abbreviated) of his announcement:

    “The time has arrived where Greg should become the CEO of the company at year end, and I want to spring that on the directors effectively [of Berkshire Hathaway]”. Continue…

    by Roger Montgomery Posted in Companies.
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    • POSTED IN Companies.
    apple
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