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 ...

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 ...

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

Liquidity is a concept critical to understanding investment markets. Back in mid to late 2022, we wrote several posts on our ...

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

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 ...

ResMed’s (ASX:RMD) half-year FY25 results reflect a company that is not only thriving in its core business but is also ...

One of the biggest challenges for investors and market watchers – especially those with a shorter-term bias – is deciphering ...

According to the bears, the promised breakthroughs feel eerily like the heady days of the dot.com bubble. Pointing to a ...

I joined Phil Clark on ABC Nightlife to talk about the growing calls for a market correction and why I don’t see the signs of a bubble. We also discussed how disinflation, economic growth, and ...