Googling Through Alphabet’s Bag of Bulging Businesses (Part I)
There appears to be a common thread running through Google’s parent Alphabet’s strategic vision, and execution across the markets it enters and operates. It is well known that Alphabet has been a highly disruptive force in online digital advertising, however, it appears this is not a one-off situation. There are several similar industry entry strategies, at varying stages of development within Alphabet’s portfolio today.
The Invisibility of Risk
Many may not realize but investing, is far more complex and random than a game like Russian roulette that has a set of defined and calculable probabilities.
Is the Aussie strong or the greenback weak?
Putting aside the large dip and rebound in March and April, the Aussie has continued to appreciate by around 10 percent in the last three months against the US dollar. So where to from here?
The value of curation in online marketplaces
Online marketplaces can be cash cows if revenues cover the high upfront fixed costs due to low incremental costs. But how can a marketplace reach that inflection point so that the flywheel begins to turn in their favour?
Part 2: Winning in the age of enterprise- digital transformation
The structural growth in enterprise digital transformation is not like most other trends, it is here to stay and that is precisely why we at Montaka Global have meaningfully increased exposure to the businesses we believe will be the longterm winners in the attractive markets within this accelerating trend.
Is political gridlock in America’s future?
The US elections due to take place in November 2020 will shape the political landscape of the world’s largest economy for years to come. Read on to know the broad conclusions we have arrived at upon estimating the probabilities of possible winners.
Apple at $2 trillion
Recently Apple’s share price hit a new record and the market value of the company rose above $2 trillion for the first time. How do we at Montaka proceed in light of this news? Read on to know.
ServiceNow: mission-critical, with no competition
Why do we strongly believe there is a very high probability that ServiceNow will remain a winner in enterprise services and workflows for decades to come, read on to understand.
Standing at the edge of a secular shift
The value of guiding a customer from a legacy on-premise offering into a cloud solution, is not a simple dollar-for-dollar exchange. In fact, the migration usually results in the customer spending 2-3x more with that vendor, but saving 20-50% overall as it is able to shed significant ancillary costs.
Facebook’s E-Commerce Initiative
Instagram Shops allows small businesses to have a virtual shopfront that will eventually span across all of Facebook’s digital properties- Facebook, Instagram, Messenger and Whatsapp. This has the potential to re-shape the e-commerce space.
