Videos & Podcasts
Insights - All Posts
Quarterly Update: Q4 2023
Explore the insights and strategic moves that shaped Montaka’s investment approach in the extraordinary year of 2023. From the surprising stock market dynamics to the focus on ‘compounder’ businesses and high-potential investment areas, join Montaka’s journey through the December Quarterly Letter.
Q3 2023 Earnings Season Wrap | Podcast
Exciting new episode with Chris Demasi & Matt Briggs where they discuss the most recent Q3 reporting season. We dig deeper into the recently reported financials to unearth certain overlooked nuggets which relate to Montaka’s core portfolio holdings: Amazon, Spotify, Blackstone and Microsoft.
Quarterly Update: Q3 2023
Why we believe the future will look different to the past. Why there will be more divergence between winners and losers. And why we believe Montaka’s analysis of evolving global dynamics will continue to be of service to clients. Gain valuable insights into our outlook by reading our Quarterly Update.
