6 reasons why Blackstone shares are massively undervalued
Discover 6 little-known reasons why Blackstone, the leading alternative asset manager, is massively undervalued, including its data advantages, diversification, and industry-leading position.
3 stocks set for ‘takeoff’
As the year wraps up amidst economic puzzles and geopolitical conflicts, a unique investment window is opening up. Despite cautious sentiments, three standout stocks, S&P Global, KKR, and Spotify, are on the brink of ‘takeoff.’ This article unveils the untapped potential and growth narratives propelling these stocks beyond current market expectations.
ServiceNow: Should this AI winner be the Magnificent 8th?
ServiceNow operates as the backbone of enterprise IT infrastructure. With its AI-centric approach and unmatched data capabilities, it’s positioned for exponential growth. Discover how this structural growth story can redefine enterprise operations.
Up 100%: 4 reasons why Spotify’s share price resurrection will continue
Spotify’s stock is experiencing a remarkable resurgence, and this article unveils the four key factors driving its continued success. From data-driven innovation to untapped pricing potential, Spotify’s future looks promising.
Investing in platforms: How to tell the difference between a platform goldmine and a value-destroying ‘trapdoor’
Uncover the secrets to identifying genuine platform businesses and avoiding value-sapping ‘trapdoors’ in the investment realm. Learn the hallmarks of real platform goldmines, how network effects play a pivotal role, and why some companies claiming to be platforms might be deceiving. Navigate the complex world of investments with Montaka’s expert insights.
6 Questions: Why we also hold ‘outlier’ stocks like Spotify in our portfolio
Chris shares Montaka’s investment approach, where our portfolio is anchored by both ‘compounder’ stalwarts like Microsoft, and promising ‘outliers’, exemplified by Spotify. Discover how these distinct stock types contribute to Montaka’s forward-looking strategy.
5 reasons to buy alternatives giant KKR for your portfolio
From the enormous opportunity to further penetrate massive new markets like insurance and private wealth, leverage its scale advantage in Asia, or the potential for a valuation re-rating with smoother earnings streams, the future is full of extraordinary opportunities for KKR. With the stock undervalued, investors have a window of opportunity.
Tech not dead: 5 big investment opportunities in tech today
Our latest whitepaper revealed how new waves of innovation, particularly in AI, are fueling a new phase of growth in tech. Despite the recent stock price drawdowns, the future for tech is bright, particularly in AI, and we highlight companies with huge growth opportunities and cheap valuations.
How the hyperscalers – Microsoft, Amazon & Alphabet – will profit from the AI boom
Learn how they are democratizing AI with their ML models, creating a virtuous cycle that drives and dominates the surging demand for compute and storage. Find out about the opportunity that lies ahead for today’s leading hyperscalers and why owning these businesses is a sure way to win from the AI revolution.
Microsoft: Owner of the railroads for the 4th industrial revolution
As a foundation member and leader in the hyperscaler oligopoly, Microsoft has laid the ‘railway track’ for distributed compute infrastructure across the world and will benefit as surging demand for AI-enabled software ignites compute intensity.