Mocker Monday. 6 July.
Just a couple of links featuring some of the Mocker’s favourites this weeks:
Roger Montgomery and Ben Clark do a BHS on some of the most Googled stocks on the ASX. Some good insights into the balancing act of “Quality Businesses at Fair Prices”. 6 of the most Googled stocks (Livewire Markets – Youtube)
Shane Oliver gives a comprehensive update of the state of the World Economy, and the implications for Australia. Market Update 03 July 2020 (Shane Oliver – AMP Capital)
BONUS Roger: A few interesting analyses by team members at Montgomery Investment Management:
- Will e-sports have its covid 19 moment too (Daniel Wu – MGIM)
- In Warren’s defence (Christopher Demasi – MGIM)
