22 January 2025

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Australian stocks will crush housing over the next decade, one year on What to expect from the Australian property market in 2025 The perfect portfolio for the next decade Howard Marks warns of market froth 9 lessons from 2024

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Home / Fundamental Analysis

Fundamental Analysis

1-7 out of 7 results.

Second-level thinking on Australian banks

Roger Montgomery
25 January 2017
12

Understanding the difference between first- and second-level thinking can make for more informed investment decisions, finding things others miss or bringing insights others don’t possess.

Why bother with company visits?

Chris Stott
14 April 2016
3

Although companies adhere to a continuous disclosure regime, it's hard to replace the value of company visits for active managers, who glean insights and understandings that financial reports and ASX statements fail to convey.

Cheap stocks: how to find them and how to buy them

Karl Siegling
19 September 2014

It's surprising to learn that only 25% of Australian listed companies are actually profitable. Whether you favour fundamental or technical analysis or both, how do you find and invest in cheap, good quality companies?

What makes a company attractive?

Hugh Dive
5 September 2014
1

While fund managers are reluctant to reveal their newly-found 'top picks' to the public, there is an underlying process which can be used to identify an attractive company to invest in.

Technical versus fundamental analysis in equity markets

Roger Montgomery
23 May 2014

The two main approaches used to find good companies in equity markets are technical and fundamental analyses. Devotees of each style will argue their way is best. Roger Montgomery favours the fundamentals.

Squiggly lines and lessons in market timing

David Bell
4 April 2014
2

Obviously it’s best to sell high and buy low, but in the irrational world of stock markets, the past may offer little guide to the future. The most we can realistically expect is to learn how to tilt the odds in our favour.

You the speculator

Roger Montgomery
13 February 2013

Unwittingly, you are probably a speculator rather than an investor and this series of articles will encourage you to turn your back on speculating forever.

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Most viewed in recent weeks

Australian stocks will crush housing over the next decade, one year on

Last year, I wrote an article suggesting returns from ASX stocks would trample those from housing over the next decade. One year later, this is an update on how that forecast is going and what's changed since.

James Gruber
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James Gruber
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Key lessons include expensive stocks can always get more expensive, Bitcoin is our tulip mania, follow the smart money, the young are coming with pitchforks on housing, and the importance of staying invested.

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