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250 | Roger Montgomery - Chat with Australia's Warren Buffett

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Manage episode 242438488 series 1468314
Content provided by Bryce Holdaway & Ben Kingsley, Bryce Holdaway, and Ben Kingsley. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bryce Holdaway & Ben Kingsley, Bryce Holdaway, and Ben Kingsley or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Warren Buffett is probably the greatest investor in the world. And when we say “probably” we really mean…“is”.
Sure, Buffett is estimated to be worth $US83 billion (not incl. the billions he’s already given away to charity)…… and, yep, he sure did make the majority of his wealth after his 50th birthday.
The question is… HOW did he become a self-made billionaire????
…… Value-investing!
In other words: he invested in stocks that were priced for LESS than their true worth. And he held onto them for the long term. That’s it.
So as a very special treat for OUR 250th EPISODE… WE’VE GOT “AUSTRALIA’S WARREN BUFFET” in the house!
And that brings us to today’s guest….
Roger Montgomery, Chief Executive Officer and Founder of Montgomery Investment Management, which is a Sydney-based specialist boutique equity manager that manages $1.5 billion on behalf of private investors, their advisors and families. Through a simple, common and time-tested philosophy, Montgomery manages several VALUE-ORIENTED FUNDS focused on the various aspects of quality to generate superior returns over the very long term.
Before we unpack all this completely, Roger’s 26-year background in financial markets includes Equity Analysis, Equity and Derivative Trading and Investment Banking. After founding, listing and selling a financial services business and listed investment company, Roger established his boutique investment management office. In 2010, he published his first best-selling book, Value.able – How to Value the Best Stocks and Buy Them for Less Than They’re Worth.
… the clincher, folks?? … His book, of course, sets out his three simple steps for value investing and online trading.
So. Shall we get on with it… and simply chat with Australia’s version of Warren Buffet????
… You betcha!!!
AND DON’T FORGET….. WE HAVE A 250TH EPISODE “BIRTHDAY” GIFT FOR YOU….

Yes, YOU CAN GET A COPY OF MAKE MONEY SIMPLE AGAIN FOR FREE!!!

LISTEN TO THE FIRST 20 EPISODES HERE >>
MOORR MONEY MANAGEMENT APP:

LISTEN TO THE FIRST 20 EPISODES HERE >>
MOORR MONEY MANAGEMENT APP:
👉 Apple: https://apple.co/3ioICGW
👉 Google Play: https://bit.ly/3OT86bW
👉 Web platform: https://www.moorr.com.au/
FREE MASTERCLASS:
- How to Build a Property Portfolio and Retire on $2,000 a week >>
FREE BEST-SELLING BOOKS:
- The Armchair Guide to Property Investing
- Make Money Simple Again
FIND US HERE:
- Website
- Instagram
- Facebook
- Youtube

  continue reading

639 episodes

Artwork
iconShare
 
Manage episode 242438488 series 1468314
Content provided by Bryce Holdaway & Ben Kingsley, Bryce Holdaway, and Ben Kingsley. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bryce Holdaway & Ben Kingsley, Bryce Holdaway, and Ben Kingsley or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Warren Buffett is probably the greatest investor in the world. And when we say “probably” we really mean…“is”.
Sure, Buffett is estimated to be worth $US83 billion (not incl. the billions he’s already given away to charity)…… and, yep, he sure did make the majority of his wealth after his 50th birthday.
The question is… HOW did he become a self-made billionaire????
…… Value-investing!
In other words: he invested in stocks that were priced for LESS than their true worth. And he held onto them for the long term. That’s it.
So as a very special treat for OUR 250th EPISODE… WE’VE GOT “AUSTRALIA’S WARREN BUFFET” in the house!
And that brings us to today’s guest….
Roger Montgomery, Chief Executive Officer and Founder of Montgomery Investment Management, which is a Sydney-based specialist boutique equity manager that manages $1.5 billion on behalf of private investors, their advisors and families. Through a simple, common and time-tested philosophy, Montgomery manages several VALUE-ORIENTED FUNDS focused on the various aspects of quality to generate superior returns over the very long term.
Before we unpack all this completely, Roger’s 26-year background in financial markets includes Equity Analysis, Equity and Derivative Trading and Investment Banking. After founding, listing and selling a financial services business and listed investment company, Roger established his boutique investment management office. In 2010, he published his first best-selling book, Value.able – How to Value the Best Stocks and Buy Them for Less Than They’re Worth.
… the clincher, folks?? … His book, of course, sets out his three simple steps for value investing and online trading.
So. Shall we get on with it… and simply chat with Australia’s version of Warren Buffet????
… You betcha!!!
AND DON’T FORGET….. WE HAVE A 250TH EPISODE “BIRTHDAY” GIFT FOR YOU….

Yes, YOU CAN GET A COPY OF MAKE MONEY SIMPLE AGAIN FOR FREE!!!

LISTEN TO THE FIRST 20 EPISODES HERE >>
MOORR MONEY MANAGEMENT APP:

LISTEN TO THE FIRST 20 EPISODES HERE >>
MOORR MONEY MANAGEMENT APP:
👉 Apple: https://apple.co/3ioICGW
👉 Google Play: https://bit.ly/3OT86bW
👉 Web platform: https://www.moorr.com.au/
FREE MASTERCLASS:
- How to Build a Property Portfolio and Retire on $2,000 a week >>
FREE BEST-SELLING BOOKS:
- The Armchair Guide to Property Investing
- Make Money Simple Again
FIND US HERE:
- Website
- Instagram
- Facebook
- Youtube

  continue reading

639 episodes

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