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.
Patience and Probabilities: Where Montaka’s Competitive Edge Shines
In uncertain markets, Montaka thrives by focusing on high-probability winners. Drawing from Nick Sleep’s principles, we invest in robust businesses like Amazon and Spotify—where customer value far exceeds profits. Learn why patience is our ultimate advantage.
5 reasons why Europe’s stock rally may not live up to expectations
Europe’s stock rally faces headwinds: weak ROEs, overregulation, aging demographics, security risks, and political fragmentation. Short-term fiscal boosts may not offset long-term challenges.
Invest in Better Businesses in Better Neighborhoods
Explore Montaka’s investment philosophy, drawing parallels with Blackstone’s shift from classic value investing to targeting “better businesses in better places.” This article delves into two high-growth sectors: alternative asset management and enterprise digital transformation.
