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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
Join Chris and Andy from Montaka as they break down the nuances of market valuations in a volatile economic climate. With back-to-back years of 25%+ gains in the S&P 500, many investors are questioning whether stocks are overvalued. In this episode, they explore why some of the most successful companies, like Meta and Amazon, may not be as expensive as they seem. They also discuss how R&D investments, capital intensity, and cyclical trends distort traditional valuation metrics like P/E ratios. Whether you’re a seasoned investor or just starting out, this episode offers valuable insights into how to evaluate companies beyond surface-level metrics.
