The largest position in The Montgomery Fund portfolio, at almost eight per cent of the portfolio, is the Commonwealth Bank of ...

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 ...

Breville Group is a high-quality company profitably held in the Montgomery Small Companies Fund. Breville released its half-year earnings this week – and the numbers point to a robust underlying ...

The artificial intelligence (AI) arms race shows no signs of slowing, and this week’s fourth quarter results announcement by ...

Nick Scali Limited (ASX:NCK) has released its half-year 2025 (1H25) results. The key financial highlights are: Group revenue: ...