Trending Insights
Access our latest research and insights from the Montaka Investment Team
Don’t forget the keys to unlocking big wealth are compounding and time
In the current environment of heightened volatility, it’s vital that investors keep in mind the power of compounding. We use Buffett’s example in this article to highlight that the key to becoming very wealthy is strong compounding, repeated over time.
Continue ReadingAfter COVID-19, mRNA-leader Moderna has the potential to become a major pharma disruptor
The potential for Moderna to exploit mRNA and massively expand its operational scope makes it a compelling investment opportunity that the market is failing to recognize.
Continue Reading‘Multidiscipline’: The secret of Bezos and Buffett’s wild success
In a complex, ever-changing world, where domain-specific information is becoming commoditised and readily available, ‘multidisciplinary’ investing has become one of the true sources of an investment edge. Interestingly, despite the undoubted power of multidisciplinary investing, the investment industry is still largely built on the principle of specialization.
Continue ReadingDrawdowns: Even ‘God’s portfolio’ can’t avoid them
Investors have been promised an elixir of big returns and low volatility. But the truth is that to achieve outstanding long-term returns, investors must be prepared to endure large drawdowns along the way – even for the best-performing stocks and portfolios.
Continue ReadingBuckle up: This market is throwing up amazing companies at amazing prices
Investors are well aware that equity markets have commenced 2022 with severe volatility and big price declines. Certain long-term winning businesses have recently become a lot cheaper. That is, less risky. We acknowledge that the drawdowns have been uncomfortable, as they always are. But understanding these as part of the natural journey to strong long-term compounding gives peace of mind to stay the course.
Continue ReadingAre Alibaba shares oversold?
We do not argue that investing in China isn’t ‘risky’ per-se, but rather, investors are likely to be well-compensated for taking those risks. Looking at Alibaba, the reward to risk ratio is particularly strong making it a compelling investment opportunity.
Continue ReadingHow Alphabet is using AI to power its future business success
Investors overlook and take for granted that silently sitting beneath the surface of Alphabet is perhaps the most cutting-edge AI apparatus the world has ever seen. Artificial Intelligence is enhancing all areas of Alphabet’s business, from those with valuable monetization models including Search, YouTube and Cloud, to emerging opportunities like autonomous driving (Waymo).
Continue ReadingWhitepaper: Why epoch-defining AI is today’s most important investment theme (and the safest way to profit)
(As mentioned in the AFR) Montaka believes AI will drive much, much more demand for compute and storage – both in the cloud and at the edge – than many are expecting today. Furthermore, the long-term winners are already known today with a high degree of certainty and we believe the current stock prices of these businesses are failing to adequately reflect what Montaka’s sees on the horizon.
Continue ReadingBehind the Scenes – Q&A with Andy & Chris on bringing Montaka’s new AI whitepaper to life
Investment specialist Matthew Briggs interviews Andy and Chris about our latest whitepaper on AI (artificial intelligence) and the reasons for selecting this topic.
Continue Reading2022 investing game plan: The recent sell-off has put mega caps on sale
– Chris Demasi As Mike Tyson said, ‘everyone has a plan…until they get punched in the face’. That must be how a lot of investors feel just one month into 2022 after sharp falls in equity markets in January. But this recent bout of volatility and market weakness should not be a time to …
2022 investing game plan: The recent sell-off has put mega caps on sale Read More »
Continue ReadingWhy the market is failing to appreciate ServiceNow’s potential
-Amit Nath It is rare to see a side-hustle turn into a $US100bn enterprise software giant, but this incredible feat is exactly what ServiceNow has achieved. Perhaps even more incredible though, is the core driver of ServiceNow’s success remains significantly under-monetized. ServiceNow has performed well but remains under appreciated Source: Bloomberg ServiceNow …
Why the market is failing to appreciate ServiceNow’s potential Read More »
Continue ReadingWhy R&D masks earnings & value in today’s mega-techs
– Andrew Macken In the eyes of many investors, today’s mega-techs – Amazon, Microsoft and Alphabet, for example – are way overvalued. A cursory glance at the valuations of the North American majors suggests they are more expensive, say, than most of the big non-financial ASX-listed companies. You need to pay a higher multiple …
Why R&D masks earnings & value in today’s mega-techs Read More »
Continue ReadingTrending Insights
Access our latest research and insights from the Montaka Investment Team
Don’t forget the keys to unlocking big wealth are compounding and time
In the current environment of heightened volatility, it’s vital that investors keep in mind the power of compounding. We use Buffett’s example in this article to highlight that the key to becoming very wealthy is strong compounding, repeated over time.
Continue ReadingAfter COVID-19, mRNA-leader Moderna has the potential to become a major pharma disruptor
The potential for Moderna to exploit mRNA and massively expand its operational scope makes it a compelling investment opportunity that the market is failing to recognize.
Continue Reading‘Multidiscipline’: The secret of Bezos and Buffett’s wild success
In a complex, ever-changing world, where domain-specific information is becoming commoditised and readily available, ‘multidisciplinary’ investing has become one of the true sources of an investment edge. Interestingly, despite the undoubted power of multidisciplinary investing, the investment industry is still largely built on the principle of specialization.
Continue ReadingDrawdowns: Even ‘God’s portfolio’ can’t avoid them
Investors have been promised an elixir of big returns and low volatility. But the truth is that to achieve outstanding long-term returns, investors must be prepared to endure large drawdowns along the way – even for the best-performing stocks and portfolios.
Continue ReadingBuckle up: This market is throwing up amazing companies at amazing prices
Investors are well aware that equity markets have commenced 2022 with severe volatility and big price declines. Certain long-term winning businesses have recently become a lot cheaper. That is, less risky. We acknowledge that the drawdowns have been uncomfortable, as they always are. But understanding these as part of the natural journey to strong long-term compounding gives peace of mind...
Continue ReadingAre Alibaba shares oversold?
We do not argue that investing in China isn’t ‘risky’ per-se, but rather, investors are likely to be well-compensated for taking those risks. Looking at Alibaba, the reward to risk ratio is particularly strong making it a compelling investment opportunity.
Continue ReadingHow Alphabet is using AI to power its future business success
Investors overlook and take for granted that silently sitting beneath the surface of Alphabet is perhaps the most cutting-edge AI apparatus the world has ever seen. Artificial Intelligence is enhancing all areas of Alphabet’s business, from those with valuable monetization models including Search, YouTube and Cloud, to emerging opportunities like autonomous driving (Waymo).
Continue ReadingWhitepaper: Why epoch-defining AI is today’s most important investment theme (and the safest way to profit)
(As mentioned in the AFR) Montaka believes AI will drive much, much more demand for compute and storage – both in the cloud and at the edge – than many are expecting today. Furthermore, the long-term winners are already known today with a high degree of certainty and we believe the current stock prices of these businesses are failing to...
Continue ReadingBehind the Scenes – Q&A with Andy & Chris on bringing Montaka’s new AI whitepaper to life
Investment specialist Matthew Briggs interviews Andy and Chris about our latest whitepaper on AI (artificial intelligence) and the reasons for selecting this topic.
Continue Reading2022 investing game plan: The recent sell-off has put mega caps on sale
– Chris Demasi As Mike Tyson said, ‘everyone has a plan…until they get punched in the face’. That must be how a lot of investors feel just one month into 2022 after sharp falls in equity markets in January. But this recent bout of volatility and market weakness should not be a time to … 2022 investing game plan:...
Continue ReadingWhy the market is failing to appreciate ServiceNow’s potential
-Amit Nath It is rare to see a side-hustle turn into a $US100bn enterprise software giant, but this incredible feat is exactly what ServiceNow has achieved. Perhaps even more incredible though, is the core driver of ServiceNow’s success remains significantly under-monetized. ServiceNow has performed well but remains under appreciated Source: Bloomberg ServiceNow … Why the market is...
Continue ReadingWhy R&D masks earnings & value in today’s mega-techs
– Andrew Macken In the eyes of many investors, today’s mega-techs – Amazon, Microsoft and Alphabet, for example – are way overvalued. A cursory glance at the valuations of the North American majors suggests they are more expensive, say, than most of the big non-financial ASX-listed companies. You need to pay a higher multiple … Why R&D masks earnings...
Continue ReadingHow to Invest
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