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: ...
What are the best businesses? The answer to that question is “monopolies” and investors need to ask whether the current crop ...
The artificial intelligence (AI) arms race shows no signs of slowing, and this week’s fourth quarter results announcement by ...
Liquidity is a concept critical to understanding investment markets. Back in mid to late 2022, we wrote several posts on our ...
I joined Ausbiz to discuss market trends, noting that while disinflation and economic growth provide support, tightening liquidity could impact small caps this year. I highlighted real estate as an ...
That’s why we are proud of our partnership with Australian Eagle Asset Management one of Australia’s top performing managers, whose Long Only Equity strategy is celebrating 20 years today. Since 2005, ...
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 Federal Reserve (Fed) policy. Typically, they rely on headlines, media ...
REA Group (ASX:REA) has delivered a commendable 1H25 result, with revenue and earnings before interest, taxes, depreciation ...
REA Group (ASX:REA) has delivered a commendable 1H25 result, with revenue and earnings before interest, taxes, depreciation and amortisation (EBITDA) beating consensus estimates, alongside early ...
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