Videos & Podcasts
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Quarterly Video: Q4 2025
January 31, 2026
We unpack the major structural shifts shaping the global landscape, review 2025’s highly dispersed market returns, discuss key portfolio augmentations during Q4, and share a preview of Montaka’s latest ‘AI Bubble’ whitepaper
Podcast | Beyond the AI hype: Understanding Cloud Computing’s Real Moats
December 9, 2025
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 | Why High PE Ratios Don’t Always Mean Overvaluation
November 11, 2025
Andy shares our investment philosophy and why traditional metrics like PE ratios can be misleading when evaluating companies with transformational growth potential.