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Quarterly Letter: Q2 2025
At the heart of this letter is a deep exploration of competitive advantage and the ‘flywheel’ conceptual model. Flywheels are the dynamic that enables a select few companies to generate unusually high and reliable growth over extended periods. It is these companies that make us extremely confident that Montaka will continue to deliver outsized returns for our investors well into the future.
Podcast | The secret sauce of Amazon, Spotify – Scale Economics
What do Costco, Spotify, and a flooring retailer have in common? They all harness a rare business superpower: the flywheel effect. Join Andy and Lachie as they reveal how patient capital, psychological discipline, and customer obsession create unstoppable companies—and how you can spot them early.
Podcast | Insights from the Bernstein Conference
From AI-driven transformations in the restaurant industry to the evolving landscape of private credit and enterprise software, this episode offers exclusive insights into the trends shaping global markets.