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 ReviewThe Australian and the ABC. Click any of the links below to read or watch the team's investing insights.

18 Sep 2018

CALL THAT DISRUPTION? INVESTORS ARE FORGETTING

In this article for Cuffelinks Roger discusses Tesla and Afterpay, investors in these companies seem to have missed something. What is it?

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12 Sep 2018

SOFTER FURNISHINGS

In this article published in Money Magazine, Roger discusses how falling house prices and tighter lending take a toll on retail.

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10 Sep 2018

ANOTHER AUSSIE GLOBAL SHARE SPECIALIST TIPS HAT IN NZ RING

An article published in Investment News New Zealand discusses our Global strategies and their aim for downside protection. 

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10 Sep 2018

ERUPTING TRADE STORM RATTLES GLOBAL MARKETS

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?

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08 Sep 2018

RESULTS SEASON 2018 – THAT’S AS GOOD AS IT GETS FOLKS

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

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07 Sep 2018

AMAZON GAINS $US500BN AS FACEBOOK FRIENDS FADE AWAY

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.

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06 Sep 2018

THE SLOWDOWN ON AUSTRALIA’S HORIZON IS NO MIRAGE

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.

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Switzer Daily05 Sep 2018

WHAT’S THE MONEY MAKING LESSON FROM TELSTRA’S SPIKE?

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.

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23 Aug 2018

KOGAN’S RESULTS SEEM TO GLOW BUT SHARES TELL ANOTHER TALE

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.

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12 Aug 2018

CAN AFTERPAY’S MAGIC RUN CONTINUE?

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.

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