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.
The Tyranny of the Narrative: Why Long-Term Investors Should Ignore the Headlines
Short-term narratives like the 2022 “Year of Oil” and “Tech Wreck” misled investors, but those who focused on long-term principles emerged victorious. Learn why ignoring the headlines is crucial for long-term success.
Sun, Sand, and Stocks: Montaka’s Summer Investing Guide
Instead of letting valuable insights slip away with the tide, dive into this curated collection of 3 thought-provoking essays, 2 insightful book recommendations, and our most important podcast of 2024.
Quarterly Letter: Q4 2024
This insightful quarterly update sheds light on our evolved investment strategy which focusses on ‘advantaged’ businesses within structural transformations. Also learn about the four major cyclical upswings expected in 2025.
Ignore the gloomy news, Google’s advantages are growing
Explore how Google is transforming Search through AI, reducing costs by 90%, launching innovative features, and creating unprecedented competitive advantages that redefine the tech landscape.
The Potioneer’s Gambit
Why the world’s most valuable elixir maker may be outmaneuvered by its free-brewing rival!
Quarterly Letter: Q3 2024
When you combine solid US aggregate growth, falling interest rates, and reasonable equity valuations (after adjusting for several distortions), it makes global equities fertile ground for investment opportunities. And yet markets have experienced some volatility of late.
Quarterly Letter: Q2 2024
Over the past 18 months, the market has been on a tremendous run and our performance has been outstanding. Investors worry if the market has risen too fast too soon; if it’s too concentrated; and if the portfolio still offers excellent value. Get answers to all this and much more in our Q2 2024 update.
Up 30% in a quarter? The mindset needed to successfully invest in transformational stocks
Investors in transformative businesses such as Amazon, Tencent and Meta, need to be prepared for the inherently uneven ‘lumpy’ returns of these businesses.
The biggest surprise in US earnings
Insights from the recent US earnings season, discussing 9 companies that delivered solid results but faced muted stock price reactions. Discover Montaka’s latest addition and investment thesis.
