There appears to be a common thread running through Google’s parent Alphabet’s strategic vision, and execution across the markets it enters and operates. It is well known that Alphabet has been a highly disruptive force in online digital advertising, however, it appears this is not a one-off situation. There are several similar industry entry strategies, at varying stages of development within Alphabet’s portfolio today.
Month: September 2020
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.