Podcast | Insights from the Bernstein Conference

What do Costco, Spotify, and a flooring retailer have in common? They all harness a rare business superpower: the flywheel effect. Join Andy and Lachie as they reveal how patient capital, psychological discipline, and customer obsession create unstoppable companies—and how you can spot them early.

Podcast | Insights from the Bernstein Conference

From AI-driven transformations in the restaurant industry to the evolving landscape of private credit and enterprise software, this episode offers exclusive insights into the trends shaping global markets.

Podcast | Amazon’s Robotic Revolution

From redefining productivity to unlocking $3.7 trillion in annual labor savings, Andy & Amit break down how businesses like Salesforce, ServiceNow, and Google are leading the charge—and why this is just the beginning.

Podcast | Amazon’s Robotic Revolution

Unpack Amazon’s hidden flywheel: its robotics revolution. From 5-storey fulfillment centers the size of 55 football fields to AI-powered sorting and packing.

Quarterly Letter: Q4 2024

Q4

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

KKR stock thesis by Montaka

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 investment thesis by Montaka

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.