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.
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.
In this article published in The Australian, Roger discusses how property prices are now falling at their fastest rate in half a decade and how the unwinding of the prior debt-fuelled property boom is only just beginning.
Sue Lannin published an article for the ABC which mentions Roger’s view on Darrell Lea’s expansion to a broader range of products.
In this article published in the Herald Sun, Andrew discusses the current conditions for Australian investors. Mortgage rates have been increasing and the Australian dollar has been deprecating, both of these dynamics are largely out of our control.
In this article published in Money Magazine, Roger discusses the future of electric vehicles, they will definitely cause widespread disruption although will they give investors a free ride?
Candice Chung published an article in In The Black which mentiones Andrew’s view on optimism bias when investing.