Gillette, the best a brand can get?
Jonathan Shapiro published an article in the Australian Financial Review which discusses Gillette. We have previously written on the challenges for big consumer brands and Gillette is a 117-year-old company which pioneered the disposable razor, but in the age of Amazon the big brands are under serious threat. Read here.
Sohn Hearts & Minds conference – Christopher Demasi
Christopher Demasi spoke at the Sohn Hearts & Minds conference to discuss our short thesis on Campbell Soup and the four step criteria we use when looking at shorts.
Focus on value pays off for Montaka
Damon Kitney published an article in The Australian where he interviewed Christopher Demasi to discuss the Montaka funds and the process behind the strategy. Read here.
ERUPTING TRADE STORM RATTLES GLOBAL MARKETS
Vesna Poljak wrote an article in the Australian Financial Review which mentions Andrew’s views on the US and China trade war. How much is it impacting global markets? Read here.
US inflation stress test awaits skittish markets this week
Vesna Poljak wrote an article for the Australian Financial Review where she discusses Andrew’s view on the current market volatility and what could happen if we see a surprise upside in the US inflation data. Read here.
Sky Business with Carson Scott featuring Andrew Macken: 10 January 2018
Andrew joined Carson Scott on Trading Day Live Sky Business to discuss global markets. Which businesses are being structurally challenged by Amazon?
Six fearless predictions for finance, tech and media in 2018
John McDuling wrote an article in The Sydney Morning Herald that discusses predictions for 2018. He mentions Andrew’s view on interest rates and fiscal stimulus. Read here.
Australian fund managers reveal best long and short ideas for 2018
Jonathan Shapiro and Vesna Poljak wrote an article for the Australian Financial Review that reveals the best long and short ideas for 2018. They mention Christopher’s view on Energizer Holdings (NYSE:ENR). Read here.
How Amazon’s strongest business could help it control the future
John McDuling wrote an article in The Sydney Morning Herald discussing Amazon Web Services (AWS), John mentions Andrew’s view on AWS. Read here.
Investors pile into Wall Street tech giants
John Collett wrote an article in The Sydney Morning Herald where he discusses how investors are barrelling into US tech stocks, John mentions Andrew’s view of the PE ratio when it comes to high quality stocks. Read here. Andrew Macken is Chief Investment Officer with Montaka Global Investments. To learn more about Montaka, please call +612 7202 0100.