A look inside Montaka’s portfolio
An excerpt from our Montaka Monocle which looks inside our portfolio to show you what businesses we own and why we own them. In this blog you’ll see highlights from the most recent reporting season for our major holdings.
Apple Overplayed Its Hand
We have written in the past about Apple’s upcoming App Tracking Transparency (ATT) changes and their impact on ad publishers. In recent days, information has emerged that throws a spanner in the works for Apple’s plan.
Facebook is not as bad as some think
The profound impact FB has on society by creating and fostering opportunities for small businesses to efficiently and cheaply get their products discovered by consumers is often overlooked.
Digital businesses, data advantages and the generation of real options
Many structural winners today enjoy embedded real options in their business models that did not appear on their financial statements but significantly altered the direction of their futures. In this article, we look at some examples of real options in digital businesses.
Dirt cheap high-quality growth
In a world of many high-flying, high-multiple, profitless tech stocks, it is rare these days to find genuine earnings growth at dirt cheap prices. And yet, the world’s leading alternative asset managers appear to offer investors exactly this.
Executing a Disruptive Vision
Contrary to popular mythology, technological disruption very rarely happens in a singular flash of brilliance. The image of a disheveled, genius tech founder, manically coding a brilliant new idea in a garage, has a disruptive vision, and lays waste to incumbent operators is a romantic notion. But unfortunately, it’s rarely true.
Liquidity begets liquidity: CME Group
Derivatives exchanges are becoming increasingly important in global markets today. In this article, we examine factors contributing to CME group’s privileged position and whether it can be classified as a monopoly.
The stock Chris Demasi is quietly excited about
In this article for the AFR, Chris Demasi answers seven questions by Vesna Poljak on topics ranging from a stock he is excited about to where you can find a good VFM pasta in Sydney! Read on to know more.
Emerging Economies Are Digitising – Fast
Emerging digital economies such as Latin America and India have accelerated in their bid to catch up to major developed nations, taking advantage of pandemic-related digital transformations by investing strongly in e-commerce and mobile communications. The next decade will be an exciting and opportune phase for these rapidly growing regions.
Alibaba is more than just China
Most readers will know that Alibaba operates the largest e-commerce platform in China, with its Taoabao and Tmall marketplaces. But did you know that Alibaba also operates Southeast Asia’s largest online retail marketplace?
