Insights
The Defining Word of the Trade War is ‘Inequality’ not ‘Tariff’
Wealth inequality—not tariffs—is the real force behind Trump’s trade war. Learn how global demand imbalances shape trade conflicts.
Patience and Probabilities: Where Montaka’s Competitive Edge Shines
In uncertain markets, Montaka thrives by focusing on high-probability winners. Drawing from Nick Sleep’s principles, we invest in robust businesses like Amazon and Spotify—where customer value far exceeds profits. Learn why patience is our ultimate advantage.
Transforming Labor with AI: The big winners from the Agentic Boom
Businesses spend $3.7 trillion annually on tasks that AI agents can now automate—with 6x ROI. Discover how Salesforce’s Agentforce will dominate this revolution.
Update from the PMs – April 2025
It’s been an extraordinary few weeks. While US equities fell sharply, European equities were booming (at least, prior to Trump’s sweeping tariff announcements).
5 reasons why Europe’s stock rally may not live up to expectations
Europe’s stock rally faces headwinds: weak ROEs, overregulation, aging demographics, security risks, and political fragmentation. Short-term fiscal boosts may not offset long-term challenges.
Unveiling Hidden Value: How 3 Distortions Mask The True Worth Of ‘Advantaged’ Stocks
If you’re wondering whether the market’s ‘fear of heights’ is justified, this whitepaper is a must-read. It challenges conventional wisdom and provides a fresh perspective on how to identify undervalued, high-growth stocks.
Podcast | Why the Best Companies Aren’t as Expensive as They Seem
Chris and Andy break down why companies like Meta, Amazon, and Blackstone may not be as expensive as they appear. By diving into R&D spending, capital intensity, and cyclicality, they reveal how traditional valuation metrics can be misleading.
Amazon’s Hidden Flywheel: Robotics Revolution
Amazon’s relentless focus on innovation has birthed a hidden flywheel: its robotics-driven fulfillment network. From overcoming pandemic-induced challenges to addressing overcapacity, Amazon’s investment in cutting-edge robotics is transforming its operations.
Update from the PMs – March 2025
We’ve seen a continuation of short-term equity market unpredictability over recent weeks. While this is ever present, for sure, it’s exacerbated by the modus operandi of the new Trump Administration.
Invest in Better Businesses in Better Neighborhoods
Explore Montaka’s investment philosophy, drawing parallels with Blackstone’s shift from classic value investing to targeting “better businesses in better places.” This article delves into two high-growth sectors: alternative asset management and enterprise digital transformation.
Update from the PMs – February 2025
We take a step back and consider from first principles some of the prevailing questions on equity markets from 2024: Are valuations too high? Are markets heading for a correction? Or should investors stay the course?
The Tyranny of the Narrative: Why Long-Term Investors Should Ignore the Headlines
Short-term narratives like the 2022 “Year of Oil” and “Tech Wreck” misled investors, but those who focused on long-term principles emerged victorious. Learn why ignoring the headlines is crucial for long-term success.
