Trending Insights
Access our latest research and insights from the Montaka Investment Team
Why have investors become theme junkies?
In today’s high-gratification world, it is natural for investors to chase these intellectual hits and gravitate towards sources of new...
Continue ReadingWhat’s next vs what it’s worth
During periods of uncertainty, investors often default to first-order thinking and overweight what’s next. In these environments, attractive opportunities can...
Continue ReadingWill Your Multiple Compress?
Investment returns, in the long run, are dictated by two factors: earnings growth and changes in the earnings multiple. Many...
Continue ReadingApplying the Connor Leonard Framework
Value investor Connor Leonard successfully filters business opportunities into four subsets. We explore Reinvestment Moats – entrenched flywheels where management...
Continue ReadingBeneficiaries of under-financed US business
"Discussing how the weak US middle-market business outlook is beneficial for the large alternative asset managers
Continue ReadingScale Economics Shared – Digitally
Nicholas Sleep coined the “scale economics shared” model to identify Costco’s long-term advantages. He later found it had even strong...
Continue ReadingTrending Insights
Access our latest research and insights from the Montaka Investment Team
Why have investors become theme junkies?
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.
Continue ReadingWhat’s next vs what it’s worth
During periods of uncertainty, investors often default to first-order thinking and overweight what’s next. In these environments, attractive opportunities can be found by remaining focused on what a business is worth.
Continue ReadingWill Your Multiple Compress?
Investment returns, in the long run, are dictated by two factors: earnings growth and changes in the earnings multiple. Many high-flying businesses today are trading at exorbitant multiples. What are the implications of this for long-run annual returns for those stocks?
Continue ReadingApplying the Connor Leonard Framework
Value investor Connor Leonard successfully filters business opportunities into four subsets. We explore Reinvestment Moats – entrenched flywheels where management can redeploy capital at high incremental rates of return.
Continue ReadingBeneficiaries of under-financed US business
"Discussing how the weak US middle-market business outlook is beneficial for the large alternative asset managers
Continue ReadingScale Economics Shared – Digitally
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.
Continue ReadingHow to Invest
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