The EU’s $20bn Apple tax fine: Why the markets just don’t care
John McDuling writes an article about the European Commission’s move to fine Apple €13 billion. He mentions Montaka’s Andrew Macken. Read here.
Beware lure of ‘free’ cash flow in aged care investments
In this column published in the Herald Sun, Andrew Macken discusses Australia’s publicly listed residential aged care providers. Read here.
Investors flee from banks, insurers and asset managers with UK exposures
Jonathan Shapiro writes an article about the volatility in the markets following the Brexit referendum. He mentions Montaka’s Andrew Macken and his comments on the ASX. Read here.
Funds Bet Against Australia’s Big Banks
Vera Sprothen wrote a column for the Wall Street Journal about whether Australia’s biggest banks may be heading for trouble. She mentions Montaka’s Andrew Macken. Read here.
AFR’s interview with Andrew Macken
AFR journalist, Kate Cowling, recently interviewed Montaka’s Andrew Macken for a piece that was recently published and can be found here. Perhaps of more interest for our readers is the full transcript of the interview, which is shown below. 1. What are the key tenets of your long portfolio investment process? We are seeking to […]
Share trading profits revolve around low expectations
In this column published in the Herald Sun, Andrew Macken discusses Australia’s Nine Entertainment Company Holdings and investing when expectations are low. Read here.
Show us the smart offshore M&A if you can
Jemima Whyte writes an article about offshore acquisitions. She mentions Montaka’s Andrew Macken and his concern around growth. Read here.
Is Zillow another REA?
In this column published in the Australian Financial Review, Montaka’s George Hadjia comments on the structural differences between Australian and US real estate markets. Read here.
The FANG stocks are biting back, but it’s Linkedin you should worry about
In the Australian Financial Review John McDuling interviews Montaka’s Andrew Macken about the tech sell off and the “FANG” stocks. Read here.
Investors wise to keep eye on Chinese currency moves
In this column, published in the Herald Sun, Andrew Macken discusses China and the challenges that face investors of an interconnected world. Read here.