Roger Montgomery – shortlist of A1 companies, their proximity to intrinsic value, my expected change in those intrinsic values and the associated net debt to equity ratios.
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Is cash made from Sandalwood? – Article by Roger Montgomery
A number of Value.able Graduates have asked me to share my viewon TFS Corporation Ltd (ASX:TFC), the owner and manager of Indian sandalwood plantations in the east Kimberley region of Western Australia (an area I have visited and can’t wait to get back to). The first comment is from SI: “I just had a look at TFS… [...]
Should I or shouldn’t I? – Roger Montgomery on QR National
QR National is the second biggest float in Australia’s history and if I, as a value investor, am to be focused on extraordinary businesses, bought at discounts to intrinsic value, then the second biggest float ever deserves some of my attention. But is QR National an extraordinary business? And is it available at a discount [...]
