Equity Mates Investing Podcast Buy or Sell: Roger Montgomery - Cochlear, Telix, Life360, Pinnacle & more
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Jun 16, 2025 Roger Montgomery, Founder and Chief Investment Officer at Montgomery Investment Management, shares his expert insights on navigating the financial markets. He discusses promising companies like Telix Pharmaceuticals and CBA, analyzing their growth potential amidst fluctuating investor sentiments. The conversation dives into the evolving automotive sector, contrasting traditional vehicles with the rise of electric cars. Montgomery also highlights investment opportunities in Pinnacle Investment Management and AUB Group Limited, providing listeners with valuable strategies for informed decision-making.
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Telex Pharmaceuticals Continued Momentum
- Telex Pharmaceuticals continues strong revenue growth from its core diagnostic product.
- Expansion into broader oncology areas remains promising for future growth.
Technology One SaaS Plus Insight
- Technology One grows 10-15% annually through SaaS Plus bundles that combine software and support.
- This approach unlocks higher revenues and margins, expanding market opportunity and profitability.
Life360 User Growth Insight
- Life360 remains the fourth most used US social networking app with growing users despite privacy concerns.
- Their family and elder tracking features address an emotional safety need with positive cash flow.