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.
2016 will be critical for internet giants
John McDuling from the Australian Financial Review wrote an article focusing on the four gigantic and disruptive internet companies: Facebook, Amazon, Netflix, and Google. He interviews Montaka’s Andrew Macken about the internet companies’ share valuations.
Black cloud hangs over Aurizon
In this column published in the Herald Sun, Andrew Macken discusses the outlook for Aurizon Holdings and the potential for further pain. Read here.
Smart money on next generation
In this column, published in the Herald Sun, Andrew Macken highlights the importance of understanding the differences in behaviors of generations. Read here.
Too early to call the bottom on commodity cycle
In this column published in the Herald Sun, Montaka’s Andrew Macken discusses the significant decline in commodity prices over the past year. Read here.
