When you factor in R&D, innovator stocks like Amazon and Meta are still on sale
Discover how high R&D spending can make innovative companies like Meta and Amazon appear more expensive than they are. Learn about the ‘Raise & Distort’ effect and why these stocks might still be on sale.
The dangers of simple ‘rule of thumb’ PE valuations in today’s market
Ever wondered if a stock trading at 25x is overvalued? Think again! We dive deep into ‘first principles’ thinking to reveal why some of the world’s best companies might actually be undervalued even at high multiples.
Finding needles in the haystack — ‘feature’ edition
Discover the powerful strategy of focusing on key ‘features’ that signal high-quality businesses, enabling investors to cut through the noise and identify exceptional long-term investment opportunities amid an information-flooded market.
Should investors fear an increasingly concentrated US stock market?
Uncover why the surging concentration of mega-tech companies in the US stock market is a structural shift reflecting their increasing contribution to the real economy and AI-driven scale advantages.
4 simple steps to unearth great investment opportunities
Discover a straightforward approach to identifying superior long-term investment opportunities by following these four simple steps: identify reliable transformations, map out potential opportunities, pinpoint businesses with durable advantages, and test for valuation acceptability.
5 exciting areas of investment opportunity in 2024
Explore five key investment opportunities for 2024 and beyond, including winners in alternative assets, a luxury giant thriving in a shifting market, AI innovators, mission-critical financial service platforms, and the pivotal role of digital marketing gatekeepers in driving business revenue growth.
What might surprise in 2024? 5 questions with our CIO
Giles Goodwill interviews Andy Macken about his outlook for 2024. Join them as they discuss China, AI winners and the recent growth trajectory that global equities have witnessed.
Montaka’s sizzling ‘Summer Reads’ of 2023
Explore portfolio perspectives, stock insights and landmark white papers on major investment themes. Elevate your investment knowledge for a successful 2024.
You might be surprised to learn what Charlie Munger called “damn difficult”
Dive into Charlie Munger’s wisdom on the intrinsic difficulty of investments and learn how Montaka’s long-term perspective navigates market dynamics for great rewards.
5 Questions: Why are ‘compounder’ stocks the bedrock of Montaka’s portfolio?
Discover the world of ‘compounder’ stocks- established winners that sustainably grow their business value over time. Learn why they are essential to Montaka’s portfolio, offering high returns and minimizing downside risk.
