Insights
Up 30% in a quarter? The mindset needed to successfully invest in transformational stocks
Investors in transformative businesses such as Amazon, Tencent and Meta, need to be prepared for the inherently uneven ‘lumpy’ returns of these businesses.
KKR: The Berkshire Hathaway of Private Equity?
Explore how KKR is evolving into the ‘Berkshire Hathaway’ of private equity by adopting long-term investment strategies and simplifying financial reporting. Learn the similarities in their business models and future growth opportunities.
How we uncovered a little-known IBM spinoff gem: Kyndryl Holdings
Our focus on high-quality investments led us to Kyndryl Holdings, a spin-off from IBM. Despite its initial challenges, Kyndryl’s shift from unprofitable legacy contracts to profitable new ones presents a unique opportunity.
The biggest surprise in US earnings
Insights from the recent US earnings season, discussing 9 companies that delivered solid results but faced muted stock price reactions. Discover Montaka’s latest addition and investment thesis.
Why Amazon’s portfolio of ‘flywheels’ could make it a ‘repeat’ multi-bagger
While Amazon’s meteoric rise has already created a $2 trillion behemoth, this insightful article argues that the tech giant’s portfolio of multiple “flywheels” is just beginning to turn.
Finding needles in the haystack — ‘feature’ edition
Discover the powerful strategy of focusing on key ‘features’ that signal high-quality businesses, enabling investors to cut through the noise and identify exceptional long-term investment opportunities amid an information-flooded market.
Letter from the PMs – May 2024
Despite recent market turbulence, Montaka’s portfolio companies have reported excellent earnings. Our strategy approach allows us to overlook short-term market fluctuations and stay confident in our investments’ long-term potential.
Quarterly Update: Q1 2024
Our strong performance continued into Q1 2024, supported by resilient US economic data and promising growth in key sectors, particularly technology and finance. With strategic additions to our portfolio, including AMD and Kyndryl Holdings, we remain optimistic about substantial long-term growth opportunities, as we navigate the unpredictable US political landscape.
Six reasons LVMH will keep compounding for decades to come
Explore the six compelling reasons why LVMH, the world’s leader in luxury with iconic brands like Louis Vuitton and Dior, is well-positioned to benefit from powerful structural tailwinds and continue its impressive earnings growth for decades to come.
Should investors fear an increasingly concentrated US stock market?
Uncover why the surging concentration of mega-tech companies in the US stock market is a structural shift reflecting their increasing contribution to the real economy and AI-driven scale advantages.
Letter from the PMs – April 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.
6 reasons why Blackstone shares are massively undervalued
Discover 6 little-known reasons why Blackstone, the leading alternative asset manager, is massively undervalued, including its data advantages, diversification, and industry-leading position.
