Thank you for your support
We thank you for your support in 2015. From the Montaka team we wish you and your family a very safe holiday and a prosperous New Year.
Month: December 2015
A year-end check on global monetary conditions
The year of 2015 has been rather eventful from a global monetary perspective. We thought we would provide a brief year-end pulse-check on global monetary conditions to set the scene for 2016. For us, three key dates shaped where we are today: December 16, December 3 and August 11. December 16 On this day, the …
Does anyone still buy DVDs from kiosks?
Would you like to own a business that owns little else but 41,000 kiosks that distribute rental DVDs from over 33,000 locations across the United States? While this business model may have made sense in the past, it makes little sense these days. It is so cheap and convenient these days for consumers to stream …
A quick progress check
As we round out the 2015 calendar year, we thought we would provide a quick recap on Montaka’s progress since its inception on July 1. We have been overwhelmed by the support we have received this year and humbled by the trust that so many of you have placed in us. As the Fund stands …
Are you being disrupted?
The concept of “disruption” is the subject of a great deal of discussion inside the four walls of Montaka. Whether it’s Uber disrupting taxis, or Airbnb disrupting hotels, disruption is forcing every incumbent business (and employee) to think deeply about who or what might “displace” it next. A recent book written by senior directors of …
Why we are bearish on the oil price?
In this blog, we describe the framework for how we think about commodities and use it to explain why we believe the oil price will likely stay lower for longer. Montaka has a number of positions in the portfolio that will profit from such a scenario, on behalf of clients. Now, imagine you compiled a …
Smart money on next generation
In this column, published in the Herald Sun, Andrew Macken highlights the importance of understanding the differences in behaviors of generations. Read here.
