This week, I joined David Taylor on ABC PM to discuss the Reserve Bank of Australia’s latest rate cut and why bank customers should take action. Many of us are effectively lending money to banks for ...
More than a third of Australia’s market cap has reported and the initial picture is encouraging. So far, companies delivering ...
From the first days of this blog, back in 2009/10, we have been writing about ARB Corporation (ASX:ARB), classifying it as ...
I joined Ausbiz to discuss the market’s strong reactions to earnings surprises this reporting season, the competitive advantages driving companies like the Commonwealth Bank of Australia ahead of ...
Held in the portfolio of the Montgomery Small Companies Fund, the investment and superannuation platform provider HUB24 ...
Last year, the stars were aligned for gains in equities. In 2023, we alerted investors to three key ingredients pointing in ...
CSL (ASX:CSL) has posted its half-year results, delivering results that are best described as mixed. At the headline level, ...
The largest position in The Montgomery Fund portfolio, at almost eight per cent of the portfolio, is the Commonwealth Bank of ...
Breville Group (ASX:BRG) is a high-quality company, profitably held in the Montgomery Small Companies Fund. Breville released ...
What are the best businesses? The answer to that question is “monopolies” and investors need to ask whether the current crop ...
Liquidity is a concept critical to understanding investment markets. Back in mid to late 2022, we wrote several posts on our ...
Nick Scali Limited (ASX:NCK), a holding in the Montgomery Small Companies Fund has released its half-year 2025 (1H25) results ...