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Aura Private Credit: Letter to investors 31 March 2023
Brett Craig
March 31, 2023
This week saw the release of two key economic indicators; the monthly indicator of the Consumer Price Index and Job Vacancies data. Both are displaying a slight softening in the economy, perhaps an early indication of the contractionary monetary policies explored last week, increases to the cash rate and quantitative tightening, beginning to take their intended effect. Continue…
by Brett Craig Posted in Aura Group.
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The importance of going for growth with Roger Montgomery
Roger Montgomery
March 31, 2023
In this interview with Ausbiz Roger discusses why it is important for investors to go for growth rather than yield, because the pursuit of growth will produce a better yield too. Watch the interview: The importance of going for growth with Roger Montgomery
by Roger Montgomery Posted in TV Appearances.
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Why we should all be concerned about the coming AI revolution
Roger Montgomery
March 31, 2023
Since its launch in November last year, the transformative potential of ChatGPT has stunned the world. After seeing what it can do, Bill Gates said he had just seen the most important advance in technology since the graphical user interface. The trouble is, AI like ChatGPT has the power to obliterate many industries and occupations, and cause massive social dislocation. Little wonder many technologists are warning that it’s time to hit the pause button, before it’s too late. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Why you should avoid the siren call of high-dividend stocks
Roger Montgomery
March 31, 2023
We’ve been writing a lot about income, and recently I updated some analysis on the importance of investing in growth stocks rather than yield stocks because, over the long run, the pursuit of growth actually produces a better yield. Let me put forward some more reasons why you’re usually better off avoiding the siren call of high-dividend paying stocks. Continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education.
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Crisis, contagion or QE? The bigger picture
Roger Montgomery
March 30, 2023
In this article for Firstlinks Roger discusses the current U.S. regional banking industry crisis. Many investors are concerned SVB and Credit Suisse are the 2023 equivalent of Bear Stearns and Lehman Brothers, the 2008 poster children of the GFC. However, fears of a repeat are misplaced for several reasons. Read the article: Crisis, contagion or QE? The bigger picture
by Roger Montgomery Posted in On the Internet.
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Why the Polen Capital Global Growth Fund portfolio is going to help investors win in the long run
Polen Capital
March 30, 2023
In this video Polen Capital’s Damon Ficklin joins Roger to discuss the portfolio characteristics of the businesses owned in the Polen Capital Global Growth Fund. The businesses Polen Capital invest in are truly advantaged and have the ability to weather the business cycle and continue to perform well in the current environment. Two examples of businesses delivering double-digit revenue growth include Align Technology and Visa. Continue…
by Polen Capital Posted in Polen Capital.
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Why profit is important, but cash is king
Roger Montgomery
March 29, 2023
Cash flow is the money flowing in and out of a business. It’s what a business needs to fund day-to-day operations and investments, and protect it from financial challenges. And, as we’ve seen with all those ‘profitless prosperity’ companies, it can be the difference between success and failure. So, how do you identify a business that is generating real cash flow, and one that is not? Continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education.
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Why it pays to invest when Mr Market is feeling gloomy
Roger Montgomery
March 28, 2023
If you’re needing some encouragement to invest in this anxious market, take a look at historical share returns in the U.S. and Australia. Research going back almost 200 years has found that you have a 71 per cent chance of a positive return in the U.S. in any given year. And your odds are even better in Australia. What’s more, negative years, like we experienced in 2022, are usually followed by a positive one. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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