Roger Montgomery | Public figure
Roger Montgomery
Phone: +61 2 8046 5000
Address: 17 Castlereagh Street 2000 Sydney, NSW, Australia
Website: https://rogermontgomery.com
Likes: 13464
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23.01.2022 Autodesk, listed on the NASDAQ publishes and supplies software for computer-aided design. Autodesk is one of four global leaders in manufacturing design, each with greater than 20% market share. During the Fiscal 2022 Q1 earnings call, the company reported total revenue of $989 million at an operating margin of 28%. More on why Polen Capital like the company here:
22.01.2022 Having raised $65 million in its December 2020 IPO, Cashrewards (ASX:CRW) is using some of the proceeds to invest in marketing to scale the business across both customers and merchants to grow its market share. In this video Gary Rollo is joined by CEO Bernard Wilson to discuss the value in the business. Should you be keeping an eye on this ambitious business and its attractive business model?
19.01.2022 Cloud has been a significant driver of business and commerce through COVID and data centres are where the cloud lives. One company in this space is Macquarie Telecom, and has been growing its earnings quickly. More on why we like the company here.
17.01.2022 Stocks Polen Capital like: With net sales in 2020 of over 23 billion the team at Polen Capital believe Adidas’ gross margins should move higher over time as the company benefits from an increased mix of direct-to-consumer sales. Adidas should see margin benefits from products reaching the market faster and also from a higher proportion of customisation for consumers.
14.01.2022 On the first day of trading post IPO this company more than doubled and Montaka would have loved to have purchased it at the $68 IPO price. Find out which company Montaka’s Chris Demasi is talking about here: https://bit.ly/3jbDxy8
11.01.2022 Cheap brokerage drove record numbers of new investors to the stock market in 2020. So why did free-trading pioneer Robinhood restrict buying of stocks involved in short squeezes? The GameStop share price has surged again after Robinhood lifted its trading restrictions. In this video Andreas explains the brokerage business model.
09.01.2022 In 2020 Zelda Therapeutics (ASX:ZLD) completed a successful world-first Phase 2A human clinical trial on chronic insomnia that showed that Zelira’s proprietary formulation was safe and effective. According to Imarc Group, the global medicinal cannabis market was valued at US$16.5 billion in 2019 and is expected to grow substantially over the next five years. Is this small-cap on your watchlist?
08.01.2022 What do you need to know about the new lending laws being introduced in March 2021? The Government will relax its strict credit laws and regulations to help lessen the impact of COVID-19 on Australia's financial climate. Brodie Haupt outlines the changes expected to reduce the cost and time it takes consumers and businesses to access credit: https://bit.ly/3pFIsdd
04.01.2022 Listed on the ASX in December 2015, Fluence Corporation Limited’s (ASX: FLC) proprietary MABR wastewater treatment technology was developed in Israel and has been deployed in 250 plants to date. Global markets for Fluence’s solutions are estimated at over US$50 billion per year:
04.01.2022 Uncertainty remains but are conditions set for a 2021 boom? I believe some excellent opportunities are in plain sight. Join me on 10 February at 1pm in a discussion online hosted by Netwealth for more. Register here: https://bit.ly/3rhJexg
01.01.2022 Xilingang Town is located on the Zhixi River in the high-tech zone of Yiyang City, Hunan Province in China. In the past, domestic wastewater from local residents was discharged directly into the river without treatment, which seriously affected the local environment. The deployment of Fluence’s wastewater treatment system has the river now producing Class 1A effluent for release. Read about this innovative Australian company:
