Access our latest research and insights from the Montaka Investment Team
Putting aside the large dip and rebound in March and April, the Aussie has continued to appreciate by around 10 percent in the last three months against the US dollar. So where to from here?
Online marketplaces can be cash cows if revenues cover the high upfront fixed costs due to low incremental costs. But how can a marketplace reach that inflection point so that the flywheel begins to turn in their favour?
The structural growth in enterprise digital transformation is not like most other trends, it is here to stay and that is precisely why we at Montaka Global have meaningfully increased exposure to the businesses we believe will be the longterm winners in the attractive markets within this accelerating trend.
The US elections due to take place in November 2020 will shape the political landscape of the world’s largest economy for years to come. Read on to know the broad conclusions we have arrived at upon estimating the probabilities of possible winners.
Around the world Enterprises are rapidly shifting to the cloud, accelerated by the COVID-19 pandemic, and Microsoft is leading the transformation with Office365 and Azure.
Glenn Freeman chats with Montaka Portfolio Managers Andrew Macken and Chris Demasi about digital transformation which has accelerated in the midst of the pandemic and the qualities they look for while investing in a stock.
Recently Apple’s share price hit a new record and the market value of the company rose above $2 trillion for the first time. How do we at Montaka proceed in light of this news? Read on to know.
Montaka’s business was born more than five years ago and since then, our strategy suite has expanded, as has the number of funds that investors can use to gain access to our three strategies catering to the unique preferences of our investor base.
Why do we strongly believe there is a very high probability that ServiceNow will remain a winner in enterprise services and workflows for decades to come, read on to understand.
The value of guiding a customer from a legacy on-premise offering into a cloud solution, is not a simple dollar-for-dollar exchange. In fact, the migration usually results in the customer spending 2-3x more with that vendor, but saving 20-50% overall as it is able to shed significant ancillary costs.
Nicholas Sleep coined the “scale economics shared” model to identify Costco’s long-term advantages. He later found it had even strong applications to internet retailers, betting big on an “overpriced” Amazon in 2007. In today’s digitally accelerated world his observations are finally being reflected among mainstream investors.
Instagram Shops allows small businesses to have a virtual shopfront that will eventually span across all of Facebook’s digital properties- Facebook, Instagram, Messenger and Whatsapp. This has the potential to re-shape the e-commerce space.
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