The largest position in The Montgomery Fund portfolio, at almost eight per cent of the portfolio, is the Commonwealth Bank of ...

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 ...

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: ...

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 ...

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 ...

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 ...

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