Investor Insights

Archive: August, 2019

August 29, 2019

‘WeWTF?’ WeWork dream will test bulls

By Roger Montgomery

In this article for the Australian, Roger discusses the latest unicorn about to list – WeWork, according to NYU professor Scott Galloway, its claims are even more absurd than we have recently had from Uber. Read here.  
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August 28, 2019

Money News 27.08.2019

By Roger Montgomery

In this interview on Money News Roger and Ross discuss the overall results from the reporting season. Even though there have been some disasters, it has been a fairly solid profit reporting season. Where we currently see danger, is the amount of stretched valuations. Will this create more volatility and potential opportunities for the next 12 months?
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August 27, 2019

There is danger in expecting low rates to last

By Roger Montgomery

In this article for the Herald Sun Roger discusses how cheap and abundant capital remains the fuel for the willingness to bet on the fortunes of start-ups, most of which will never make it.  What’s the danger of expecting low short-term rates to last? Read here.
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August 26, 2019

Why a good short is a 'slow bleed'

Vesna Poljak, Jonathan Shapiro and Jemima Whyte published an article in the Australian Financial Review which discusses short selling. Drawing on Andrew’s view that the quality of short-seller analyst reports is variable and sometimes poor. Read here.
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August 21, 2019

Montgomery to launch small company fund

By Roger Montgomery

In this article in Financial Standard Harrison Worley discusses The Montgomery Small Companies fund that will launch on September 20 after Montgomery struck a joint venture deal that sees Rollo – co-founder of the recently shuttered Mhor Asset Management – join Montgomery to manage the fund alongside fellow Mhor alumnus, portfolio manager Dominic Rose. Read here.
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August 21, 2019

Montgomery launches small cap fund

By Roger Montgomery

In this article in Money Management Oksana Patron discusses our newest offering – the Montgomery Small Companies Fund. The new Fund will be managed by Gary Rollo and Dominic Rose. Read here. To pre-register to receive more information about the launch of the Montgomery Small Companies Fund, please click here.
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August 21, 2019

Money News 20.08.2019

By Roger Montgomery

In this interview on Money News Roger and Ross discuss some of the recent reporting results. We’ve seen pockets of enthusiasm in some results although it’s important to keep in mind that these results are looking at the past. What does the future hold?
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August 16, 2019

Is value investing really dead?

By Roger Montgomery

In this article for QAV Cameron Reilly discuss why lots of people seem to think the principles of value investing, as articulated by Benjamin Graham and Warren Buffett, are out-dated and, indeed, dead. Cameron draws on Roger’s view that value investing is still the best approach for long term results. Read here.
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August 14, 2019

Money News 13.08.2019

By Roger Montgomery

In this interview on Money News Roger and Ross discuss the current protests in Hong Kong, what will happen if Chinese troops step in? On a domestic note, with a rising population should you be looking for opportunities in the industrials sector?
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