LVMH & the Curious Case of Veblen Goods
Discover how LVMH leverages the Veblen effect to defy traditional economics. Learn why higher prices increase demand for luxury goods and what makes LVMH a compelling long-term investment opportunity.
Beyond stock picking: The 3 big ideas that underpin Montaka’s portfolio construction
Most investors focus solely on which stocks to buy. But at Montaka, we believe how you construct your portfolio is equally critical. Discover how we build concentrated portfolios using Compounders, Outliers, and risk-based capital allocation to deliver sustainable long-term returns.
Uncrowded Advantage: Investing Where Others Cannot
As markets grow noisier and data becomes universal, genuine edges are harder to find. Lachie Mackay shares how the smartest investors gain the uncrowded advantage — by thinking longer term than everyone else.
The Adaptable Investor: Only adaptive investment teams will win in this new AI world
Markets are shifting faster than ever as AI accelerates the discovery (and invalidation) of facts. The investors who thrive will be those who adapt. Andrew Macken explores how adaptability will unlock opportunities in this new era.
Are we experiencing an intelligence revolution?
Are we on the edge of a mind-expanding leap in human potential? From cell-based bots to brain-machine interfaces, the future is unfolding fast.
Investing Like Chris Hohn: Focus on Intrinsic Value, Not Market Noise
Legendary investor Chris Hohn explains why Moody’s, with 10% annual sales growth over 100 years, shows the power of holding great businesses long term.
Why Competitive Advantages Matter – And How Flywheels Make Them Stronger
How do companies like Spotify and Blackstone dominate their industries? Montaka’s “flywheel” model reveals the self-reinforcing cycles that strengthen competitive advantages—and how investors can spot them early.
How Floor & Decor Outperforms Home Depot & Lowe’s in the $40B Flooring Industry
Despite housing market challenges, Floor & Decor’s flywheel business model, pricing power, and store expansion strategy make it a standout investment. Learn why it’s set to dominate the hard surface flooring industry.
Revolutionary ‘coding agents’ are creating even more upside for big tech
When Andrew Macken asked an AI coding agent to recreate his app in minutes—for free—he realized software development will never be the same. From Alphabet to Meta, companies are already using AI to cut costs and accelerate innovation. Here’s what investors need to know…
The Defining Word of the Trade War is ‘Inequality’ not ‘Tariff’
Wealth inequality—not tariffs—is the real force behind Trump’s trade war. Learn how global demand imbalances shape trade conflicts.