Podcast | Why the Best Companies Aren’t as Expensive as They Seem
Chris and Andy break down why companies like Meta, Amazon, and Blackstone may not be as expensive as they appear. By diving into R&D spending, capital intensity, and cyclicality, they reveal how traditional valuation metrics can be misleading.
Quarterly Letter: Q4 2024
This insightful quarterly update sheds light on our evolved investment strategy which focusses on ‘advantaged’ businesses within structural transformations. Also learn about the four major cyclical upswings expected in 2025.
KKR unveiled | A Deep Dive into a Global Alternative Assets Powerhouse
This video presentation breaks down KKR’s compelling investment thesis, revealing massive growth potential in alternative assets. Learn how this global investment platform is positioned to capture trillion-dollar opportunities across Asia, insurance, and retail wealth channels.
The Flywheels Driving Amazon’s Dominance | Podcast
This podcast breaks down the five key “flywheels” that drive Amazon’s success. Each flywheel, from e-commerce to digital advertising, plays a crucial role in creating a self-reinforcing cycle of growth. By continuously enhancing customer experience, optimizing logistics, and leveraging data, Amazon strengthens its competitive advantages and maintains its position as a global leader.
Quarterly Letter: Q3 2024
When you combine solid US aggregate growth, falling interest rates, and reasonable equity valuations (after adjusting for several distortions), it makes global equities fertile ground for investment opportunities. And yet markets have experienced some volatility of late.
LVMH | Montaka’s 5-Pillar Thesis
LVMH is an attractive long-term investment opportunity, thanks to its strong position in the growing high-end luxury market, its customer base’s resilience to economic cycles, and what we perceive as current undervaluation by the market. View the investment thesis video here.
Quarterly Letter: Q2 2024
Over the past 18 months, the market has been on a tremendous run and our performance has been outstanding. Investors worry if the market has risen too fast too soon; if it’s too concentrated; and if the portfolio still offers excellent value. Get answers to all this and much more in our Q2 2024 update.
Quarterly Letter: Q1 2024
Our strong performance continued into Q1 2024, supported by resilient US economic data and promising growth in key sectors, particularly technology and finance. With strategic additions to our portfolio, including AMD and Kyndryl Holdings, we remain optimistic about substantial long-term growth opportunities, as we navigate the unpredictable US political landscape.
Quarterly Letter: Q4 2023
Explore the insights and strategic moves that shaped Montaka’s investment approach in the extraordinary year of 2023. From the surprising stock market dynamics to the focus on ‘compounder’ businesses and high-potential investment areas, join Montaka’s journey through the December Quarterly Letter.
Q3 2023 Earnings Season Wrap | Podcast
Exciting new episode with Chris Demasi & Matt Briggs where they discuss the most recent Q3 reporting season. We dig deeper into the recently reported financials to unearth certain overlooked nuggets which relate to Montaka’s core portfolio holdings: Amazon, Spotify, Blackstone and Microsoft.
