How did Roger know to buy The Reject Shop at $2.40 and get out of Wesfarmers at $40? He analysed the balance sheet of each business. In this interview with Peter Switzer Roger reveals his method of analysing listed businesses, including the importance of understanding rates of Return on Equity and compounding earnings using the examples of Wesfarmers and Myer. Roger also discusses the dividend stripping strategy. Broadcast 15 October 2009
Visit www.rogermontgomery.com for Roger Montgomerys step-by-step guide to valuing a company.
Link to this comment:
All Comments (0)