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    Roger Montgomery's Team
    December 16, 2014

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  • How powerful is ISLM analysis?

    Roger Montgomery
    November 28, 2014

    Be sure to watch this video from March 2013 (almost two years ago) and then read on…

    It only takes three or four minutes to learn about the forces of supply and demand and their effect on prices.  It usually takes an entire semester to explain the forces of supply and demand to a first year university student so consider the few minutes you spend here a value-investing opportunity.

    This week our friends at the ABC reported a painful situation in one of Australia’s important industries: “Activity in the resources sector continues to tumble, with a new government report showing investment commitments to major projects are now at the lowest level in more than a decade.” Continue…

    by Roger Montgomery Posted in Energy / Resources, Insightful Insights, Investing Education, Value.able.
  • How to get value from an hour or so of your time

    Roger Montgomery
    November 20, 2014

     

    Bruce Greenwald is the Robert Heilbrunn Professor of Finance and Asset Management at Columbia University, a dyed-in-the-wool Graham acolyte and the author of a multitude of books and papers on Value Investing including Value Investing From Graham to Buffett and Beyond.

    At the 12th annual Post Keynesian Conference held on September 25th this year at the University of Missouri in Kansas City, Greenwald presented ‘Value Investing and the Mis-measures of Modern Portfolio Theory‘ as the plenary talk.

    Instead of spending thousands of dollars learning how to become a “Property Millionaire” overnight, spend an hour or so with Bruce for free. The risk reward payoff is much more attractive.

    by Roger Montgomery Posted in Insightful Insights, Investing Education, Value.able.
  • Protected: PROTECTED

    Roger Montgomery's Team
    November 11, 2014

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