Investor Insights

September 19, 2019

Money news 17.09.2019

By Roger Montgomery

In this interview on Money News, Roger and John Stanley question whether the unicorns are starting to unwind? Low interest rates are good for equities but they don’t seem to be good for companies that have no prospect of making money.
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September 18, 2019

ABC Nightlife

By Roger Montgomery

In this radio program with Philip Clark, Roger discusses the latest shake up – the near 15 per cent increase in oil on Monday. The rise came after two attacks on Saudi Arabian facilities on Saturday knocked out about 5 per cent of global supply.
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September 12, 2019

How to navigate this confusing market

Andrew Macken joined Tom Piotrowski at CommSec on the Executive Series to discuss the outlook for global markets. With a wide range of possible outcomes for many global scenarios there are some key themes which you should be aware of. Watch here.
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September 12, 2019

Peloton pedalling towards precipice

By Roger Montgomery

In this article for the Australian, Roger discusses Peloton which has recently registered to list on the Nasdaq under the ticker PTON, and with a near 200-page prospectus. Will this fad fade? Read here.
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September 11, 2019

Money News 11.09.2019

By Roger Montgomery

In this interview on Money News, Roger and John Stanley discuss when to start investing in equities or property. Find out why we think the right time is yesterday, and always will be. If you’re looking for long term growth, the companies you want to look at should be demonstrating success in a global market or small Australian businesses.
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September 4, 2019

Money News 03.09.2019

By Roger Montgomery

In this interview on Money News, Roger and John Stanley question whether retailers are a bit too optimisticabout the future. The thematic seen through reporting season seems to be retailers are putting on brave faces with a deteriorating picture through lower foot traffic and less discretionary consumer spending.
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August 29, 2019

‘WeWTF?’ WeWork dream will test bulls

By Roger Montgomery

In this article for the Australian, Roger discusses the latest unicorn about to list – WeWork, according to NYU professor Scott Galloway, its claims are even more absurd than we have recently had from Uber. Read here.  
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August 28, 2019

Money News 27.08.2019

By Roger Montgomery

In this interview on Money News Roger and Ross discuss the overall results from the reporting season. Even though there have been some disasters, it has been a fairly solid profit reporting season. Where we currently see danger, is the amount of stretched valuations. Will this create more volatility and potential opportunities for the next 12 months?
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August 27, 2019

There is danger in expecting low rates to last

By Roger Montgomery

In this article for the Herald Sun Roger discusses how cheap and abundant capital remains the fuel for the willingness to bet on the fortunes of start-ups, most of which will never make it.  What’s the danger of expecting low short-term rates to last? Read here.
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August 26, 2019

Why a good short is a 'slow bleed'

Vesna Poljak, Jonathan Shapiro and Jemima Whyte published an article in the Australian Financial Review which discusses short selling. Drawing on Andrew’s view that the quality of short-seller analyst reports is variable and sometimes poor. Read here.
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