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Pronounced ‘Too-As’, Tuas Limited (ASX:TUA) is a founder-led ASX-listed company providing telecommunications services, while owning and operating a mobile network in Singapore.

Back in April, I discussed Tuas here. Back then the share price was $3.82. Yesterday, it traded just above $6.00, and I believe further upside is possible. Continue…

by Roger Montgomery Posted in Companies, Stocks We Like.

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The Australian Financial Review (AFR) is reporting the Reserve Bank of Australia (RBA) has estimated that the Australian private credit market has grown to around $40 billion, or around 2.5 per cent of total business lending¹, and my friends at Tanarra Capital have predicted Australia’s market will continue to expand with attractive yields helping the asset class win share from more volatile equity markets². Continue…

by Roger Montgomery Posted in Aura Group.

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Twenty-something: “Dad, I’m going to trade currencies”

Father: “What do you know about it?”

Twenty-something: “There’s a guy on Youtube, and he trades currencies, bitcoin, and the S&P500, using charts and technical analysis, and makes heaps. And he drives a Lamborghini.” Continue…

by Roger Montgomery Posted in Investing Education.

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As the global economic landscape navigated another year of heightened uncertainty and subdued conditions, Aura Credit Holdings remained steadfast in its commitment to delivering value, adapting to change, and laying the groundwork for future growth. Continue…

by Brett Craig Posted in Aura Group.

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That race toward artificial intelligence (AI) dominance we’ve all been hearing about has prompted some of the world’s largest technology companies – Microsoft (NASDAQ:MSFT) and Meta (NASDAQ:META) platforms included – to ramp up capital expenditures (CapEx) to unprecedented levels. Continue…

by Roger Montgomery Posted in Companies, Economics.

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Following the election of Donald Trump as the next U.S. president, a number of market analysts are crunching the numbers on what, if anything, it means for markets. Given there is an election every four years and most investors are investing over a longer time frame than that, who is in charge should matter relatively little. We will examine what might matter more, later in this post. Continue…

by Roger Montgomery Posted in Economics.

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With a legacy exceeding 14 years, Montgomery Investment Management is committed to preserving and growing the wealth of individual investors and their families.  

Over that decade and a half, we’ve watched the unique needs and goals of over 10,000 investors change and mature, and we’ve responded by innovating and expanding our range of investment strategies.   Continue…

by Roger Montgomery Posted in Aura Group.

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I was blown away when I first heard the most popular use case for generative artificial intelligence (AI) in 2024, is a chatbot called a companion bot. Romantic AI is one example of a company providing AI girlfriends or AI partners powered by algorithms designed to interact with users on an intimate level. Other examples include Character AI, whose founders are now at Google (NASDAQ:GOOG), whose technology lets users chat and role-play with real-life or fictional characters, including Queen Elizabeth and Draco Malfoy (of Harry Potter fame), or create customized AI companions. Continue…

by Roger Montgomery Posted in Companies, Technology & Telecommunications.

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If you haven’t yet, read Bored apes and bananas – Part 1

Since the beginning of the year, some commentators have voiced concerns that equity valuations have become historically stretched. Thanks to the rally in technology stocks, Wall Street’s major indices have displayed historically high valuation metrics such as the cyclically adjusted price-earnings (CAPE) shiller ratio. Continue…

by Roger Montgomery Posted in Economics, Market commentary.

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A wave of inexpensive Chinese products flooding the developing world is reportedly stirring tensions towards China and countries beyond Europe and the U.S. As Beijing seeks to forge alliances amid escalating trade disputes with the U.S., it asks developing nations to absorb its excess manufacturing output. Continue…

by Roger Montgomery Posted in Global markets.

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