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Liquidity, not popularity, is what you should be watching
Roger Montgomery
April 17, 2024
The frequency of calls that the market is in a euphoric bubble is increasing. It’s worth exploring some of the evidence used to reach that conclusion before deciding whether now is the time to adopt a more cautious stance and to ready oneself for the benefits lower prices deliver. Continue…
by Roger Montgomery Posted in Economics.
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Analysing Nvidia’s growth trajectory and valuation challenges
Roger Montgomery
April 18, 2024
In this week’s video insight, I delve into Nvidia’s (NASDAQ:NVDA) remarkable trajectory, from a key player in the autonomous car industry to a soaring tech giant, and its subsequent 1300 per cent rally. However, beyond Nvidia’s individual narrative, I confront the core challenge of valuing growth, dissecting the balance between growth rate and sustainability over time. Continue…
by Roger Montgomery Posted in Companies, Technology & Telecommunications, Video Insights.
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Ausbiz – Roger’s top megatrend compounding return stock
Roger Montgomery
March 28, 2024
In my recent interview with Ausbiz, I compared the prospects of Macquarie Technology (ASX:MAQ) and Tesla (NASDAQ:TSLA). I highlighted Macquarie Technology’s promising future in cloud computing and AI, predicting its share price could potentially rise. Conversely, I expressed skepticism about Tesla’s valuation, pointing out its overvaluation compared to traditional car manufacturers like Toyota (NYSE:TM), which I believe have more growth potential as they transition to electric vehicles. You can watch the full interview here: Ausbiz – Roger’s top megatrend compounding return stock Continue…
by Roger Montgomery Posted in TV Appearances.
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ABC Nightlife – inflation rates and cost-of-living
Roger Montgomery
April 2, 2024
In last week’s ABC Nightlife interview, I joined Philip Clark to discuss the current state of costs of retirement, the implications of rising interest rates, inflation and more. You can listen to the full interview here: ABC Nightlife – Finance with Roger Montgomery
by Roger Montgomery Posted in Radio.
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Check out my latest video insight on ANALYSING NVIDIA’S GROWTH TRAJECTORY AND VALUATION CHALLENGES WATCH NOW