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Letter from the PMs – April 2024
April 3, 2024
After a strong December quarter last year, 2024 has commenced with another solid March quarter. The lesson that markets are essentially unpredictable over short time periods continues to be reinforced.
Letter from the PMs – March 2024
March 4, 2024
High-quality revenue growth is truly valuable. And it’s often undervalued by the market, which is Montaka’s opportunity.
Letter from the PMs – February 2024
February 5, 2024
The year is well underway and we’re amidst the busy earnings season for Q4 of last year. So far Montaka’s investee companies are delivering strong results.
