November 7, 2018
Among the very best performing shares since July, and indeed through reporting season, were financial technology companies such as Iress (ASX:IRE), Praemium (ASX:PPS) and Bravura Solutions (ASX:BVS). Other companies in this space include, HUB24 (ASX:HUB), Netwealth (ASX:NWL) and GBST (ASX:GBT). Continue…
by Roger Montgomery Posted in Companies, Financial Services.
December 5, 2018
If current market volatility is causing you some grief, don’t worry – you’re not alone. A lot of quantitative investors are being hit. One of them, Cliff Asness, has some sage advice that should see you through even the toughest of times. Continue…
by Tim Kelley Posted in Editor's Pick, Investing Education.
November 2, 2018
Bitcoin, the original decentralised digital ledger that spawned a wave of speculative cryptocurrencies, turned 10 years old this week. Born from a nine-page whitepaper published under the pseudonym Satoshi Nakamoto on October 31, 2008, Bitcoin promised to be a “peer-to-peer electronic cash system” that would eliminate the need for trust and hence the reliance on a centralised authority. One wild decade later, has Bitcoin fulfilled its promise? Continue…
by Daniel Wu Posted in Editor's Pick, Market commentary.
November 16, 2018
The Montaka Global Fund gives investors the opportunity to benefit from both the gains of extraordinary businesses and the declines of deteriorating ones. Our short of Kraft Heinz (Nasdaq: KHC) shows how successful this strategy can be. Continue…
by George Hadjia Posted in Companies.
November 5, 2018
As happens four times per year in global equity markets, publicly-listed companies are currently reporting their results for the third calendar quarter of 2018. This is not only an enormous undertaking for the disclosing businesses, it is also a busy time for equity analysts and fundamental investors who carefully dissect disclosures looking for new insights. Continue…
by Andrew Macken Posted in Editor's Pick, Investing Education.
October 23, 2018
Do you feel rich? If you’re an Australian reader, then you might, at least when compared to your fellow citizens around the world. Last week Credit Suisse, released its annual report on global wealth for 2018 and Australia is leading the field. Continue…
by Christopher Demasi Posted in Market commentary.
November 1, 2018
One of the more interesting stories in the market this year has been that of BWX Limited – an Australian company that manufactures body, hair and skin-care products primarily under the Sukin brand, and one the Montgomery team has previously written about. Sukin markets itself as Australia’s Number 1 Natural Skincare brand and is sold in both pharmacy channels and Coles. Continue…
by Joseph Kim Posted in Companies, Consumer discretionary.
November 2, 2018
We recently finished reading Nasim Taleb’s latest book, “Skin in the Game” and thought it would be useful to share some of our insights from it in the context of our investment process here at Montgomery Global. Continue…
by Amit Nath Posted in Investing Education.
October 23, 2018
The United States is the world’s largest economy, however it can be difficult to contextualize just how big $19.4 trillion actually is. While the only comparable single economy in the world would be China at $12.2 trillion, the U.S. is still ~60 per cent larger. In fact the U.S. needs to be compared to entire regions like Asia or Europe, which obviously comprise of numerous countries in order to create a suitably sized peer. Continue…
by Amit Nath Posted in Global markets, Market commentary.
November 20, 2018
You could be forgiven for assuming the global economy is facing enormous headwinds. The US-China trade war is creating global equity market volatility; the Brexit mess and Italian public budget dispute is prolonging fears of European Union instability; and even the Australian housing market is now looking fallible. Continue…
by Andrew Macken Posted in Global markets, Market commentary.
What might be the catalyst to provide investors with an opportunity in 2019? Catch up on Roger’s latest video insight, watch here