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.
Can YEEZY bridge The Gap?
For The Gap Inc. (GPS), it has been a tumultuous past few years as it has faced a slow bleed to e-commerce. Recently though Kanye West and his fashion company YEEZY have formed an alliance with GPS. The stock market reacted positively to the news, but can YEEZY bridge the gap for investors?
Optum – a hidden gem in US healthcare
Read our analysis of UnitedHealth Group’s Optum business which is a capital-light, technology-enabled health services business leveraging distinctive capabilities in data and analytics, pharmacy care services, population health, health care delivery and operations.
Is the sun rising or setting on Facebook?
Facebook is a mature behemoth that is under intensifying risk of being penalised in a multitude of possible ways by regulators. Read on to know more about our analysis of this social media giant and where we feel it is headed.
