In today’s high-gratification world, it is natural for investors to chase these intellectual hits and gravitate towards sources of new themes. The only problem is, it remains far from clear if these new themes are even themes at all.
Montaka CIO Andrew Macken and co-PM Chris Demasi were the only duo on stage at the Sohn Hearts & Minds conference 2019. They shared two stock ideas which were both well received, gauging by the encouraging audience feedback. Read snippets about the Montaka stock thesis shared at the Sohn Conference as covered by Robert Guy …
Jemima Whyte, Jonathan Shapiro and Vesna Poljak published an article in the Australian Financial Review which elaborates Montaka CIO Andrew Macken’s views about why short sellers are increasingly being discredited thanks to quickly dished out half-baked research efforts. Typically, good short reports take a couple of months to play out. Read more on this by clicking here.
Vesna Poljak published an article in the Australian Financial Review which discusses our Kraft Heinz short thesis. We believe changing consumer tastes and unrealistic market expectations have created a golden opportunity to go against a large group of stocks. Read here.