Blog Archives

Christmas wishes (22/12/2014)
Roger Montgomery
December 22, 2014
by Roger Montgomery Posted in Video Insights.
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Retirement income insights (09/12/2014)
Ben MacNevin
December 9, 2014
by Ben MacNevin Posted in Video Insights.
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The changing supermarket industry (02/12/2014)
Roger Montgomery
December 2, 2014
by Roger Montgomery Posted in Value.able, Video Insights.
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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.

Looking inside the Medibank float (25/11/2014)
Ben MacNevin
November 25, 2014
by Ben MacNevin Posted in Insurance, Video Insights.
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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.

What companies are we looking at? (18/11/2014)
Roger Montgomery
November 18, 2014
by Roger Montgomery Posted in Video Insights.
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DuPont Analysis (04/11/2014)
Scott Shuttleworth
November 4, 2014
by Scott Shuttleworth Posted in Video Insights.
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