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ROGER MONTGOMERY
5 小时
The Commonwealth Bank of Australia’s stellar result
The largest position in The Montgomery Fund portfolio, at almost eight per cent of the portfolio, is the Commonwealth Bank of ...
ROGER MONTGOMERY
2 天
How DeepSeek has exposed the short lifespan of monopolies
What are the best businesses? The answer to that question is “monopolies” and investors need to ask whether the current crop ...
ROGER MONTGOMERY
1 天
Breville Group’s half-year results
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 ...
ROGER MONTGOMERY
1 天
Nick Scali reports strong 1H25 results
Nick Scali Limited (ASX:NCK) has released its half-year 2025 (1H25) results. The key financial highlights are: Group revenue: ...
ROGER MONTGOMERY
3 天
Does winning the AI race still require massive spending?
The artificial intelligence (AI) arms race shows no signs of slowing, and this week’s fourth quarter results announcement by ...
ROGER MONTGOMERY
7 天
Celebrating 20 years of the Australian Eagle Equity Strategy
Strong investment partnerships are built on shared values and a long-term commitment to delivering great outcomes for ...
ROGER MONTGOMERY
4 天
Digging a little deeper into global liquidity
Liquidity is a concept critical to understanding investment markets. Back in mid to late 2022, we wrote several posts on our ...
ROGER MONTGOMERY
8 天
What the Fed actually said this time: Jerome Powell’s own words on rates, inflation, and ...
One of the biggest challenges for investors and market watchers – especially those with a shorter-term bias – is deciphering ...
ROGER MONTGOMERY
13 天
The bears are waking up (again)
According to the bears, the promised breakthroughs feel eerily like the heady days of the dot.com bubble. Pointing to a ...
ROGER MONTGOMERY
7 天
REA Group delivers solid 1H25 results but highly regarded CEO to resign
REA Group (ASX:REA) has delivered a commendable 1H25 result, with revenue and earnings before interest, taxes, depreciation ...
ROGER MONTGOMERY
14 天
February 2025 reporting season calendar
As February’s reporting season kicks off, investors are keenly focused on company profits as ASX-listed companies release ...
ROGER MONTGOMERY
10 天
ResMed’s half-year FY25 results: solid growth & expanding opportunities
ResMed’s (ASX:RMD) half-year FY25 results reflect a company that is not only thriving in its core business but is also ...
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