Investor Insights

July 3, 2019

Insane prices as private equity quits market

By Roger Montgomery

In this article for Cuffelinks Roger discusses the 25 tech companies that have IPO’d  in the US this year, raising US$19 billion. Prices for many listed and unlisted companies have reached insane levels. This will end badly, but when? Read here.
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July 2, 2019

From currency to computers

By Roger Montgomery

In this article for Money Magazine Roger takes a look at companies that offer investors the chance to profit from strong business growth and a group of companies that are exposed to the booming demand for software and data. Read here.  
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July 2, 2019

Pain on the way for discretionary retail sector

By Roger Montgomery

In this article for the Herald Sun Roger provides an update on the housing market and the impact on retail. Housing approvals have collapsed roughly 40 per cent from a peak annual run rate of 280,000 dwellings Australia- wide. How much will this impact the retail sector? Read here.
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June 27, 2019

Why are so many equity investors bearish about property?

By Roger Montgomery

Veronica Morgan & Chris Bates host the The Elephant In The Room Property Podcast with Roger joining to discuss how to apply the principles of value investing to the property market.  Listen here. (60 minutes) Here’s a snapshot of what you’ll learn from listening: How to identify the 3 phases to a boom in the market.
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June 26, 2019

ABC Nightlife: Property lows and the fall out

By Roger Montgomery

In this radio program with Philip Clark, Roger discusses how pain in the property market weaves its way through other parts of the economy. The residential construction sector is one of the biggest employers in the country. What impact will the drop off in home approvals and construction have on jobs in that sector?   Listen here. (50 minutes)
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June 26, 2019

Money News 25.06.2019

By Roger Montgomery

In this interview on Money News, Roger and Ross explain the yield curve. An inverted yield curve occurs when short-term interest rates exceed long-term rates.  With much of the world experiencing an inverted yield curve, is this a bellwether for an economic recession?
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June 19, 2019

Money News 18.06.2019

By Roger Montgomery

In this interview on Money News, Roger and Ross discuss the Australian sharemarket being close to a 12-year high, responding to lower interest rates and a hope that earnings growth is on the horizon. Is Wesfarmers set-up to generate shareholder returns?
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June 19, 2019

Fundies give Facebook's Libra a cautious tick

Sarah Turner published an article in the Australian Financial Review discussing Facebook’s announcement to launch a digital currency, a first step towards the company making money from its popular messaging platforms, Andrew Macken comments on the development. Read here.
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June 13, 2019

Central Banks have only deferred the pain

By Roger Montgomery

Roger joined Alex Saunders to discuss the broader outlook for the Australian economy. In this 30-minute interview, they take a look at current debt levels, the state of the housing market, banks, lending and the implications of global conditions. Where is the economy headed?
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June 13, 2019

Australia at mercy of worldwide economic slowdown

In this article for the Herald Sun Andrew discusses how in only a few short weeks newly-elected Prime Minister Scott Morrison has already been called upon to enact all sorts of policies to try to boost the economic growth of the country. Do you think Australia can avoid the disinflation being experienced across the world? Read here.
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