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 ...
Nick Scali Limited (ASX:NCK) has released its half-year 2025 (1H25) results. The key financial highlights are: Group revenue: ...
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 ...
Liquidity is a concept critical to understanding investment markets. Back in mid to late 2022, we wrote several posts on our ...
REA Group (ASX:REA) has delivered a commendable 1H25 result, with revenue and earnings before interest, taxes, depreciation ...
The artificial intelligence (AI) arms race shows no signs of slowing, and this week’s fourth quarter results announcement by ...
Strong investment partnerships are built on shared values and a long-term commitment to delivering great outcomes for ...
What the Fed actually said this time: Jerome Powell’s own words on rates, inflation, and the economy
One of the biggest challenges for investors and market watchers – especially those with a shorter-term bias – is deciphering ...
ResMed’s (ASX:RMD) half-year FY25 results reflect a company that is not only thriving in its core business but is also ...
In this week’s video insight, I dive into the topic of asset allocation and how to approach balancing risk and return. Using ...
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