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 ...
REA Group (ASX:REA) has delivered a commendable 1H25 result, with revenue and earnings before interest, taxes, depreciation ...
Strong investment partnerships are built on shared values and a long-term commitment to delivering great outcomes for ...
One of the biggest challenges for investors and market watchers – especially those with a shorter-term bias – is deciphering ...
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), a holding in the Montgomery Small Companies Fund has released its half-year 2025 (1H25) results ...