Investor Insights

November 14, 2019

Apple’s new pricing strategy

With the launch of the iPhone 11 hardware cycle, Apple has done something it has never done before – it lowered the starting price of the most popular iPhone model. The company, known for selling premium hardware at a very premium price, appears to be taking a more elastic approach to pricing as the global smartphone market reaches maturity.
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November 13, 2019

Telstra’s future is looking rosy

Telstra (ASX:TLS) has been one of the better performers among Australia’s large caps over the past year, and we see more upside ahead. There are two good reasons for our optimism.
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November 11, 2019

Where does Fitbit fit at Google

This week Google confirmed it would pay US$2. 1 billion in cash to acquire wearable fitness tech company Fitbit. The deal appears to have saved Fitbit, who pioneered the market but now faces intense pressure from a wide range of competing products, including the Apple Watch.
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November 7, 2019

Montaka Global Investments wins Award

By Scott Phillips

As an investment manager our number one goal is to compound the wealth of our investors in a prudent manner while trying to protect against the permanent loss of capital. If we can achieve this then we as investors alongside our clients will be not only successful but should also be happy.
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November 5, 2019

Why we win when iRobot loses

Some time back, our Montaka global fund took a short position in iRobot (Nasdaq: IRBT), which makes Roomba robotic vacuum cleaners (RVCs).   So far, our strategy is paying off, with the IRBT share price collapsing over the past six months.
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November 4, 2019

The power of compounding when rates are low

The new low interest rate world in which we find ourselves is strange. Why does it make sense that an investor should have to pay for the privilege of lending to the German government for 20 years, for example? And yet, the yield on German 20 year bunds is negative – effectively implying exactly this.
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November 1, 2019

Is there more upside potential for Avita Medical?

Avita Medical (AVH:AU) is a regenerative medical device company that produces the RECELL device for the treatment of burns. It is a company I have written about previously  and whilst being a recent addition to the Montgomery fund’s portfolios, it has been one of its better performers.
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October 28, 2019

Changing competitive dynamics in mortgage lending

In my video blog last week, I discussed why the major banks had not passed on the recent RBA rate cuts in full. This is due to an increasing proportion of each bank’s funding base approaching zero or close to zero interest rates.
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