REA Group wins if property falls

Founder and Chief Investment Officer of Montgomery Investment Management
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Conventional wisdom would suggest that in a softening property market, any company exposed to property would suffer operationally. While that might be true for developers and builders, it might not be true for REA Group (REA). Indeed our investment thesis for REA, since first buying its shares below $50, has been built around the idea that it will benefit if and when the property market boom matures and/or weakens.

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