The Montgomery team are regularly called upon to write and comment for major newspapers and websites, news channels and radio stations, including the Australian Financial Review, The Australian and the ABC. Click any of the links below to read or watch the team's investing insights.
In this article for Cuffelinks Roger discusses Tesla and Afterpay, investors in these companies seem to have missed something. What is it?
In this article published in Money Magazine, Roger discusses how falling house prices and tighter lending take a toll on retail.
An article published in Investment News New Zealand discusses our Global strategies and their aim for downside protection.
Vesna Poljak wrote an article in the Australian Financial Review which mentions Andrew’s views on the US and China trade war. How much is it impacting global markets?
In this article published in The Australian, Roger discusses the August 2018 reporting season. This year’s reporting season offered some useful insights, find out more
John McDuling published an article in The Sydney Morning Herald which discusses US tech giants, Amazon and Facebook. John mentions Andrew’s view on Facebook and why it is important to note the resilience of the business lies in the portfolio of properties that Facebook owns not just Facebook itself.
In this article published in the Herald Sun, Roger discusses the recent reporting season. UBS found negative financial year 2019 revisions outweighed positive ones by almost three to one.
Peter Switzer published an article in Switzer Daily which discusses Telstra’s recent spike. Peter discusses Roger’s view and why he bought it when it fell below what he thought was its intrinsic value.
In this article published in the Herald Sun, Roger discusses Kogan’s results. They were relatively strong with the company announcing revenue of $412.3 million, up 42.4 per cent.
Jonathan Shapiro published an article in the Australian Financial Review which questions whether Afterpay’s magic can continue. Jonathan discusses Roger’s view on the 2.5 per cent net transaction margin Afterpay generated in 2017.