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Whitepaper: Where Advantages Lie (and Lie) in the Age of AI
Agentic AI is changing how investors think about software, cloud computing and Read More
Quarterly Update: Q1 2026
The significant geopolitical conflict in Iran dominated Q1 of 2026. At the Read More
The rearmament supercycle: Why Montaka invested in BAE Systems
A global shift in security dynamics is creating a rearmament supercycle. As Read More
Price vs Value: The Best Companies in the World Are on Sale
In a volatile market, it's easy to focus on falling prices. However, Read More
AI Agents: The Smartest Employees You Can’t (Fully) Trust
When an AI safety executive's digital assistant started autonomously deleting her inbox, Read More
Podcast | The News is Bad and the Facts are Good
Our portfolio companies are performing well on a fundamental level but why Read More
The Other Side of The SaaS Apocalypse
The market is selling off software stocks on fears that AI coding Read More
Update from the PM – March 2026
The SaaS-pocalypse dominated February, but Andy explains why market fears miss three Read More
State of the Union: AI, resource competition and inequality increase geopolitical instability
Artificial intelligence, widening inequality, and intensifying competition for critical resources are converging Read More
Podcast | The SaaS Apocalypse: Why the market got it wrong?
We tackle the recent market panic head-on. With software, especially SaaS stocks Read More
Update from the PM – February 2026
2026's extraordinary start—featuring armed intervention in Venezuela, NATO rifts over Greenland, historic Read More
Quarterly Video: Q4 2025
We unpack the major structural shifts shaping the global landscape, review 2025’s Read More
Beyond the Beach: Montaka’s Summer Investing Guide
While most people use the summer to switch off, we suggest a Read More
Update from the PM – January 2026
This update also includes Montaka's Summer Investing Guide for 2026- featuring three Read More
LVMH & the Curious Case of Veblen Goods
Discover how LVMH leverages the Veblen effect to defy traditional economics. Learn Read More
Beyond stock picking: The 3 big ideas that underpin Montaka’s portfolio construction
Most investors focus solely on which stocks to buy. But at Montaka, Read More
Podcast | Beyond the AI hype: Understanding Cloud Computing’s Real Moats
What do Costco, Spotify, and a flooring retailer have in common? They Read More
Update from the PM – December 2025
Volatility returned in Nov: Bitcoin -20%, S&P 500 -5%, Tech down while Read More
Podcast | Why High PE Ratios Don’t Always Mean Overvaluation
Andy shares our investment philosophy and why traditional metrics like PE ratios Read More
Update from the PM – November 2025
Earnings season is here: Meta & Blackstone show strong fundamentals, yet stocks Read More
From Transistors to Transformations: Building AI’s Digital Backbone
As AI demand explodes, the industry has pivoted to something even more Read More
My investing story: Introducing our new Senior Analyst, Tim Le
Discover how Montaka's new Senior Research Analyst, Tim Le, went from medical Read More
Quarterly Video: Q3 2025
We share our investment strategy and portfolio performance amid recent political and Read More
Update from the PM – October 2025
Global equity markets are more complex than ever—traditional metrics like P/E ratios Read More
Uncrowded Advantage: Investing Where Others Cannot
As markets grow noisier and data becomes universal, genuine edges are harder Read More
“Extend the runway” – Why Tencent is still undervalued
Tencent’s flywheel model is driving sustained growth — and the market still Read More
Podcast | The $500 Billion AI Bet: Can OpenAI’s Massive Infra Push Ever Pay Off?
OpenAI committed to an extra $300 billion of revenue for Oracle — Read More
Podcast | Buy stock- Floor & Decor could be the next big compounder
Floor & Decor – a U.S. retailer with undervalued potential. You’ll learn Read More
Update from the PM – September 2025
As AI makes novel discoveries, facts become outdated much faster. As investors, Read More
The Adaptable Investor: Only adaptive investment teams will win in this new AI world
Markets are shifting faster than ever as AI accelerates the discovery (and Read More
How Cloud and AI Fuel the Next Wave of Hyperscale Growth
For over a decade, hyperscalers like Amazon, Microsoft, and Google have reshaped Read More
Podcast | Azure, Google, AWS: Who’s Winning the Cloud & AI Race?
Why are Microsoft, Google, and Amazon growing faster than ever—and why this Read More
Update from the PM – August 2025
Despite the unbelievable rate of technological advancement, we continue to believe that Read More
Are we experiencing an intelligence revolution?
Are we on the edge of a mind-expanding leap in human potential? Read More
Investing Like Chris Hohn: Focus on Intrinsic Value, Not Market Noise
Legendary investor Chris Hohn explains why Moody’s, with 10% annual sales growth Read More
Quarterly Letter: Q2 2025
At the heart of this letter is a deep exploration of competitive Read More
Podcast | The secret sauce of Amazon, Spotify – Scale Economics
What do Costco, Spotify, and a flooring retailer have in common? They Read More
Why Competitive Advantages Matter – And How Flywheels Make Them Stronger
How do companies like Spotify and Blackstone dominate their industries? Montaka’s "flywheel" Read More
How Floor & Decor Outperforms Home Depot & Lowe’s in the $40B Flooring Industry
Despite housing market challenges, Floor & Decor’s flywheel business model, pricing power, Read More
Update from the PMs – July 2025
As Montaka marks its 10-year anniversary, we reflect on the enduring value Read More
Why Chris Demasi is calm about his stock bets being dumped
In an interview with the AFR, Demasi explains why short-term volatility doesn’t Read More
Update from the PMs – June 2025
Despite volatility driven by US tariff uncertainty, we remain focused on long-term Read More
Podcast | Insights from the Bernstein Conference
From AI-driven transformations in the restaurant industry to the evolving landscape of Read More
Revolutionary ‘coding agents’ are creating even more upside for big tech
When Andrew Macken asked an AI coding agent to recreate his app Read More
Alternate Asset Managers Eye the Retirement Prize
Private equity giants like Blackstone and KKR are making a bold move Read More
Update from the PMs – May 2025
As Q1 earnings roll in, Montaka highlights how its portfolio companies are Read More
Podcast | Amazon’s Robotic Revolution
From redefining productivity to unlocking $3.7 trillion in annual labor savings, Andy Read More
The Defining Word of the Trade War is ‘Inequality’ not ‘Tariff’
Wealth inequality—not tariffs—is the real force behind Trump’s trade war. Learn how Read More
Update from the PM – April 2026
Short-term volatility in stock prices is never pleasant. But the good news Read More