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Quarterly Letter: Q4 2024

Q4

Quarterly Letter: Q4 2024

This insightful quarterly update sheds light on our evolved investment strategy which focusses on ‘advantaged’ businesses within structural transformations. Also learn about the four major cyclical upswings expected in 2025.

KKR stock thesis by Montaka

KKR unveiled | A Deep Dive into a Global Alternative Assets Powerhouse

This video presentation breaks down KKR’s compelling investment thesis, revealing massive growth potential in alternative assets. Learn how this global investment platform is positioned to capture trillion-dollar opportunities across Asia, insurance, and retail wealth channels.

The Flywheels Driving Amazon’s Dominance | Podcast

This podcast breaks down the five key “flywheels” that drive Amazon’s success. Each flywheel, from e-commerce to digital advertising, plays a crucial role in creating a self-reinforcing cycle of growth. By continuously enhancing customer experience, optimizing logistics, and leveraging data, Amazon strengthens its competitive advantages and maintains its position as a global leader.