Investor Insights

November 11, 2019

A structural growth stock the market is overlooking

By Gary Rollo

In this video for Livewire Gary discusses the opportunities in small caps by sharing three categories being growth, cyclical and ‘stable compounders’ to narrow down the universe of potential investments. Watch here.
November 8, 2019

Reality check for housing rebound

By Roger Montgomery

In this article for the Australian Roger provides an update on the housing market. It seems like the slump in approvals hasn’t ended just yet and the pipeline of residential building work is declining, which means less work ahead for builders and contractors. Read here.
November 7, 2019

Montaka Global Investments wins award

By Scott Phillips

As an investment manager our number one goal is to compound the wealth of our investors in a prudent manner while trying to protect against the permanent loss of capital. If we can achieve this then we as investors alongside our clients will be not only successful but should also be happy.
November 1, 2019

ABC Nightlife America's most hated man

By Roger Montgomery

In this radio program with Philip Clark, Roger discusses why WeWork’s co-founder is being called America’s most hated man and the lessons investors can learn from WeWork’s fall from grace. Listen here.
October 31, 2019

Spark Your Fire; Property Vs Shares

By Roger Montgomery

Roger joined Jas and David on Spark Your Fire Podcast to discuss how to identify value in property and equities, how to best structure your portfolio and a look at the current economic environment. Listen here.
October 30, 2019

Money News 29.10.2019

By Roger Montgomery

Roger Montgomery joined Ross Greenwood on Money News to take a closer look at the six Aussie floats that have failed in the past two weeks. They’ve all been valued at more than 150 million, so what has caused their failure?
October 23, 2019

Money News 23.10.2019

By Roger Montgomery

Roger Montgomery joined Ross Greenwood on Money News to discuss the WAAAX stocks. What’s implied in the price of these companies is that once they grow revenue and market share they will have the market to themselves. Although this isn’t the case, take a look at Uber for example – there are many competitors.
October 18, 2019

It’s tough on the home front

By Roger Montgomery

In this article for Money Magazine Roger takes a look at the conditions in residential building and three companies – Fletcher Building, Adelaide Brighton Cement and CSR. What’s their outlook? Read here.
October 16, 2019

Money News 16.10.2019

By David Buckland

David Buckland joined Ross Greenwood on Money News to discuss current markets including how the housing decline is having a flow on impact on many areas. Another topic of discussion is the Latitude float, being pulled for the second time.
October 10, 2019

Avoiding a recession low rates won’t fix

By Roger Montgomery

In this article for the Australian Roger identifies why low interest rates aren’t a suitable strategy to pull the economy out of its vicious cycle. What’s a better option? Read here.

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