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Podcast: Join the Montaka Global Investments team on Spotify as they chat about the market dynamics that shape their investing decisions in Spotlight Series Podcast. Click below to listen. Alternatively, click on this link: https://podcasters.spotify.com/pod/show/montaka
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.
Key Topics:
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00:01:46 The 3 sources of investing advantage (informational, analytical, psychological)
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00:09:17 How Amazon and Costco use “scale economics shared”
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00:12:08 Spotify’s 8:1 robustness ratio—better than Costco?
