https://montaka.com/ai-whitepaper/ 2026-04-30T06:08:01+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2026/04/AdobeStock_1852438067-scaled.jpeg https://montaka.com/letter-q1-2026/ 2026-04-24T01:57:23+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2026/04/AdobeStock_1773233329-scaled-e1776994602776.jpeg https://montaka.com/wp-content/uploads/2026/04/Screenshot-2026-04-24-115440.png Top Holdings for Montaka https://montaka.com/update-from-the-pm-april-2026/ 2026-04-24T02:49:15+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2026/03/4.png https://montaka.com/bae-systems-thesis/ 2026-04-02T02:20:20+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2026/04/BAE-Systems_AdobeStock_579112339_Editorial_Use_Only-scaled.jpeg https://montaka.com/wp-content/uploads/2026/04/BAE-Chart-1.png https://montaka.com/price-vs-value/ 2026-04-02T01:49:26+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2026/04/Price-vs-value_AdobeStock_1945066493-scaled.jpeg Price vs value https://montaka.com/wp-content/uploads/2026/04/Price-vs-value-Chart-1.png https://montaka.com/ai-agents-mistrust/ 2026-03-04T05:28:56+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2026/03/AI-Security_AdobeStock_685951163.jpeg robot smacks its head https://montaka.com/wp-content/uploads/2026/03/Summer-Yue-screenshot.png https://montaka.com/podcast-the-news-is-bad-and-the-facts-are-good/ 2026-03-05T05:57:23+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2026/03/POdcast_news-is-bad-but-facts-are-good_AdobeStock_508215783-scaled.jpeg The news is bad and the facts are good https://montaka.com/the_other_side_saas-apocalypse/ 2026-03-04T23:10:13+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2026/03/AdobeStock_1544141599-scaled.jpeg https://montaka.com/update-from-the-pm-march-2026/ 2026-03-05T05:38:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2026/03/3.png https://montaka.com/state-of-the-union/ 2026-02-11T04:33:28+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2026/02/AdobeStock_838381127-scaled.jpeg Tech conflict over semiconductor supply chain geopolitics highlighted by integrated circuits in maps. Concept Technology, Semiconductor Supply Chains, Geopolitics, Integrated Circuits, Maps https://montaka.com/wp-content/uploads/2026/02/US-unemployment-vs-recent-college-grads.png https://montaka.com/ai-bubble-whitepaper/ 2026-02-10T05:38:54+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2026/02/AdobeStock_1744883433-scaled.jpeg Futuristic robotic arm holds glowing energy orb, representing innovation, technology, and the power of artificial intelligence in a modern world https://montaka.com/wp-content/uploads/2026/02/Ebook-AI-bubble.png AI Bubble Whitepaper by Montaka https://montaka.com/podcast-the-saas-apocalypse-why-the-market-got-it-wrong/ 2026-03-05T06:05:09+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2026/03/AdobeStock_735267770-scaled.jpeg AdobeStock_735267770 https://montaka.com/update-from-the-pm-feb26/ 2026-03-05T05:48:56+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2026/03/2.png https://montaka.com/q4-2025/ 2026-02-09T06:42:58+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2026/02/AdobeStock_1789303898-scaled.jpeg 2025 summary q4 business year end review 2026 new year planning and reflection with pen on notebook showing goals and strategy for growth https://www.youtube.com/embed/q421sq0r8uU https://montaka.com/wp-content/uploads/2026/02/AdobeStock_1789303898-scaled.jpeg Quarterly Video: Q4 2025 We unpack the major structural shifts shaping the global landscape, review 2025’s highly dispersed market returns, discuss key portfolio augmentations during Q4, and share a preview of Montaka’s latest 'AI Bubble' whitepaper https://montaka.com/summer-invest-2026/ 2026-01-14T01:26:02+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2026/01/AdobeStock_849389598-scaled.jpeg Close up of phone and hat on wooden beach terrace background with mockup tech display https://montaka.com/wp-content/uploads/2026/01/Masayoshi-San.png https://montaka.com/update-from-the-pm-jan26/ 2026-03-05T05:55:05+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2025/07/1.png https://montaka.com/lvmh-and-veblen-goods/ 2026-01-05T00:26:33+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2025/12/AdobeStock_728719816_Editorial_Use_Only-scaled.jpeg VIENNA, AUSTRIA - JANUARY 30, 2024: Louis Vuitton store in Vienna, Austria. French luxury fashion house. https://montaka.com/wp-content/uploads/2025/12/Veblen-goods-and-the-law-of-demand.png https://montaka.com/beyond-stock-picking-the-3-big-ideas-that-underpin-montakas-portfolio-construction/ 2026-01-05T00:28:06+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2025/12/AdobeStock_1634381512-scaled.jpeg Rocket launching from wood cube with business icon, Start-up, Creativity, Big idea, Business goals management, Investment on new project to wealth, Company strategy target, Sustainable financial plan https://montaka.com/wp-content/uploads/2025/12/Img1.png US Large Cap- Average percent of top 10 holdings https://montaka.com/podcast-beyond-the-ai-hype/ 2026-01-07T08:12:15+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2025/12/AdobeStock_1581480449.jpeg Artificial Intelligence, Autonomous, Deep Learning, Machine Learning, Neural Network Technology, Data Fabric https://montaka.com/update-from-the-pm-dec2025/ 2026-01-05T00:29:47+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2025/07/2.png https://montaka.com/wp-content/uploads/2026/01/Picture1.png https://montaka.com/podcast-why-high-pe-ratios-dont-always-mean-overvaluation/ 2026-01-07T07:23:40+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2026/01/AdobeStock_1414770650-scaled.jpeg Price Earnings Ratio PER as business and financial concept https://montaka.com/update-from-the-pm-november-2025/ 2026-01-05T00:05:10+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2025/07/3.png https://montaka.com/ai-backbone-semiconductors/ 2025-11-19T05:33:34+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2025/11/AdobeStock_1582751286-scaled.jpeg Robotic arm assembling microchips onto circuit board in smart factory environment showcasing precision technology and automation. Ideal for industrial automation and smart factory https://montaka.com/wp-content/uploads/2025/11/Semiconductor-Growth-driven-by.png https://montaka.com/introducing-tim-le/ 2025-12-10T06:40:40+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2025/11/AdobeStock_1600747107-scaled.jpeg https://montaka.com/wp-content/uploads/2023/10/Cover-2.png https://montaka.com/quarterly-video-q3-2025/ 2026-01-07T06:59:10+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2025/10/AdobeStock_1608920628-scaled.jpeg Strategic Planning Notebook for Q3 2025 Insights and Ideas https://www.youtube.com/embed/cRobLODWCn8 https://montaka.com/wp-content/uploads/2025/10/AdobeStock_1608920628-scaled.jpeg Quarterly Video: Q3 2025 We share our investment strategy and portfolio performance amid recent political and macroeconomic uncertainty. We maintain focus on long-term opportunities and shed light on several key holdings beyond our core positions. https://montaka.com/update-from-the-pm-oct2025/ 2026-01-05T00:10:18+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2025/07/4.png https://montaka.com/uncrowded-advantage/ 2025-10-08T02:40:11+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2025/10/AdobeStock_1475948692-scaled.jpeg Hourglass representing the concept of weighted delay in wealth and the heavy yet patient wait for financial success https://montaka.com/wp-content/uploads/2025/10/Image-2a.png https://montaka.com/tencent-undervalued/ 2025-10-07T06:06:55+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2025/10/AdobeStock_885422309_Editorial_Use_Only-scaled.jpeg July 15, 2024, Paraguay. In this photo illustration, the Tencent logo is displayed on a smartphone screen and in the background, a stock market graph. https://montaka.com/wp-content/uploads/2025/10/img1.png Portfolio of flywheels by Montaka https://montaka.com/ai-bet-openai/ 2026-01-07T07:32:17+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2026/01/AdobeStock_1651417556-scaled.jpeg Robot hand holding gold medal with laurel wreath against soft bokeh, celebrating AI innovation, copyspace https://montaka.com/podcast-buy-stock-floor-decor/ 2026-01-07T07:51:03+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2026/01/AdobeStock_630332003-scaled.jpeg flooring material and skirting samples. carpet, laminate, vinyl. top view https://montaka.com/update-from-the-pm-september-2025/ 2026-01-04T23:30:05+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2025/07/6.png https://youtu.be/cIp7ubFBqD0 https://montaka.com/wp-content/uploads/2025/07/6.png Update from the PM - September 2025 As AI makes novel discoveries, facts become outdated much faster. As investors, we will need to adapt even faster to uncover the many mispricings (i.e. opportunities) that will result from this new reality. https://www.youtube.com/embed/cIp7ubFBqD0?utm_campaign=Montaka%20Monocle https://img.youtube.com/vi/cIp7ubFBqD0?utm_campaign=Montaka%20Monocle/hqdefault.jpg Update from the PM - September 2025 As AI makes novel discoveries, facts become outdated much faster. As investors, we will need to adapt even faster to uncover the many mispricings (i.e. opportunities) that will result from this new reality. https://montaka.com/humans-in-new-ai-world/ 2025-09-02T09:23:54+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2025/09/AdobeStock_1207435811-scaled.jpeg The adaptable humn in the new world of AI https://montaka.com/wp-content/uploads/2025/09/AI-comes-up-with-bizarre-physics-experiments-but-they-work.png AI era https://montaka.com/hyperscalers-golden-age/ 2025-09-05T00:09:53+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2025/09/AdobeStock_1518266741-scaled.jpeg Hyperscalers golden age https://montaka.com/wp-content/uploads/2025/09/Chart-1-Cloud-penetration-of-total-IT-spending-v2.png https://montaka.com/cloud-race-winner/ 2026-01-07T08:08:38+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2026/01/AdobeStock_686917149_Editorial_Use_Only-scaled.jpeg Portland, OR, USA - Nov 17, 2023: App icons of three major cloud computing service platforms are seen on an iPhone, including Google Cloud, Microsoft Azure, and AWS (Amazon Web Services). https://montaka.com/update-from-the-pm-aug-2025/ 2026-01-04T23:14:32+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2025/07/7.png https://montaka.com/bio-intelligence_revolution/ 2025-08-06T00:22:14+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2025/08/AdobeStock_1581771099-scaled.jpeg Artificial intelligence ai brain machine learning technology digital future innovation concept neural network https://montaka.com/wp-content/uploads/2025/08/Jeremy-Guay_Peregrine-Creative-.png https://montaka.com/chris_hohn_investing_lessons/ 2025-08-06T00:24:30+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2025/08/AdobeStock_1620458705-scaled.jpeg AdobeStock_1620458705 https://montaka.com/wp-content/uploads/2025/08/Moodys-Chris-Hohn-Investing-lessons-1.png https://montaka.com/quarterly-letter-q2-2025/ 2025-11-13T05:12:47+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2025/11/AdobeStock_1529583115_Editorial_Use_Only-scaled.jpeg Konskie, Poland - March 07, 2025: Q2 Holdings Inc company logo displayed on mobile phone https://montaka.com/wp-content/uploads/2025/11/Chart1-v2.png https://www.youtube.com/embed/6XL7X0jiGyU https://montaka.com/wp-content/uploads/2025/11/AdobeStock_1529583115_Editorial_Use_Only-scaled.jpeg Quarterly Letter: Q2 2025 At the heart of this letter is a deep exploration of competitive advantage and the ‘flywheel’ conceptual model. Flywheels are the dynamic that enables a select few companies to generate unusually high and reliable growth over extended periods. It is these companies that make us extremely confident that Montaka will https://montaka.com/podcast-insights-from-the-bernstein-conference-2/ 2025-07-16T00:37:32+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2025/07/AdobeStock_1795545-scaled.jpeg golden chilli https://montaka.com/flywheel-competitive-advantages/ 2025-07-02T04:56:22+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2025/07/AdobeStock_1161423627-scaled.jpeg A dynamic visual of energy stored in a flywheel with spinning momentum lines. https://montaka.com/wp-content/uploads/2025/07/Flywheels1-Kaprekars-constant.png https://montaka.com/floor-decor-future-market-leader/ 2025-07-02T04:37:30+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2025/07/FloornDecor-AdobeStock_1414242108-scaled.jpeg Aisle of wooden flooring samples in a home improvement store. budget Home Renovation and Flooring Concepts https://montaka.com/wp-content/uploads/2025/07/Fnd1.png https://montaka.com/update-from-the-pms-july-2025/ 2025-07-29T00:35:46+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2025/07/8.png https://montaka.com/chris-demasi-not-worried-2025-afr/ 2025-06-24T01:24:39+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2025/06/CD-AFR.png https://montaka.com/update-from-the-pms-june-2025/ 2025-07-29T00:26:11+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2024/12/8.png https://montaka.com/podcast-insights-from-the-bernstein-conference/ 2025-07-04T06:11:30+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2025/07/AdobeStock_1456961591.jpeg Focused Discussion https://montaka.com/coding-agents-upside/ 2025-06-04T08:07:44+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2025/06/AdobeStock_1153377837-scaled.jpeg Robotic Hand Interacting with Digital Data Display https://montaka.com/wp-content/uploads/2025/06/chart1-1.png https://montaka.com/alt-asset-401k/ 2025-06-04T09:43:15+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2025/06/AdobeStock_523589724-scaled.jpeg 401k Plan is shown using the text https://montaka.com/wp-content/uploads/2025/06/chart1.png https://montaka.com/update-from-the-pms-may-2025/ 2025-07-29T00:15:03+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2024/12/7.png https://montaka.com/podcast-amazons-robotic-revolution-2/ 2025-07-04T05:59:15+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2025/07/AdobeStock_1228177720-scaled.jpeg Futuristic Call Center with Human and AI Robots in Neon Lit High-Tech Environment https://montaka.com/inequality-not-tariff/ 2025-05-06T08:24:19+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2025/05/AdobeStock_1238918982-scaled.jpeg American tariffs. Cargo Containers in Port with Yellow 'TARIFFS' Caution Tapes and American Flag Design, Overcast Sky Background. Conceptual image of tariffs https://montaka.com/wp-content/uploads/2025/05/AM1-Global-Eco-INdicators.png AM1 Global Eco INdicators https://montaka.com/patience-and-probabilities/ 2025-05-06T05:09:39+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2025/05/AdobeStock_979733370-scaled.jpeg A chess board with a few pieces on it, including a king https://montaka.com/wp-content/uploads/2025/05/LM1-Amazon-Share-price.png https://montaka.com/transform-labor-with-ai/ 2025-04-07T16:00:40+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2025/04/AdobeStock_850378058-scaled.jpeg Futuristic AI coding agent concept with digital code, artificial intelligence, and tech innovation. Ideal for illustrating advanced technology, machine learning, and programming. https://montaka.com/wp-content/uploads/2025/04/1-1.png https://montaka.com/update-from-the-pms-april-2025/ 2025-04-30T00:56:22+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2024/12/6.png https://montaka.com/podcast-amazons-robotic-revolution/ 2025-07-04T05:53:39+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2025/07/AdobeStock_382998185-scaled.jpeg Microphone Podcast Smartphone Notebook New Episode https://montaka.com/eu-stock-rally/ 2025-04-09T04:56:09+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2025/04/AdobeStock_1105225260-scaled.jpeg AdobeStock_1105225260 https://montaka.com/wp-content/uploads/2025/04/1.png https://montaka.com/unveiling-hidden-value/ 2025-03-20T06:28:17+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2025/03/Gemini_Generated_Image_p9s9qzp9s9qzp9s9.jpeg Gemini_Generated_Image_p9s9qzp9s9qzp9s9 https://montaka.com/wp-content/uploads/2025/03/whitepaper-mock-1.png https://montaka.com/podcast-why-the-best-companies-arent-as-expensive-as-they-seem/ 2025-03-07T00:08:06+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2025/03/pODCAST_AdobeStock_1086518345-scaled.jpeg Podcast banner with microphone, sound wave and progress bar https://montaka.com/amazon-robotics/ 2025-03-05T23:36:41+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2025/03/AdobeStock_389649537_Editorial_Use_Only-scaled.jpeg Tallinn, Estonia - 08/02/2020 EDITORIAL: In Big Warehouse Packag https://montaka.com/wp-content/uploads/2025/03/Amazon-Robotics-1.png https://montaka.com/update-from-the-pms-march-2025-2/ 2025-03-07T00:21:49+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2024/12/5.png https://montaka.com/better-businesses/ 2025-03-04T05:56:55+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2025/03/AdobeStock_1024756499-scaled.jpeg Magnifier or magnifying glass looking at house or home icon in group of many houses on white background, property or real estate searching concept https://montaka.com/wp-content/uploads/2025/03/1.png https://montaka.com/update-from-the-pms-february-2025/ 2025-03-07T00:17:56+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2024/12/4.png https://montaka.com/oil-vs-amazon-ignore-news/ 2025-02-04T11:31:30+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2025/02/AdobeStock_784673003-scaled.jpeg Information overload in the modern world among the Internet and social media hyper realistic https://montaka.com/wp-content/uploads/2025/02/Amazon-vs-Oil1-1024x982.png https://montaka.com/montaka-acquired-by-mff-capital/ 2025-02-06T06:45:44+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2025/02/Firefly_41d48c36-ff94-4000-98da-62959ff6d2f7.jpeg Firefly_41d48c36-ff94-4000-98da-62959ff6d2f7 https://montaka.com/montakas-summer-investing-guide-2025/ 2025-01-07T08:30:52+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2025/01/AdobeStock_860828412-1-scaled.jpeg book on the beach https://montaka.com/wp-content/uploads/2025/01/Picture1.png https://montaka.com/quarterly-update-q4-2024/ 2025-01-22T00:32:37+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2025/01/AdobeStock_949498436-scaled.jpeg Businessman pointing his finger on the holographic or hologram bar chart showing a growth of business in quarter. https://montaka.com/wp-content/uploads/2025/01/Chart-1-Q4-2024-1024x835.png https://www.youtube.com/embed/0sB3s13yJ-U https://montaka.com/wp-content/uploads/2025/01/AdobeStock_949498436-scaled.jpeg 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. https://montaka.com/letter-from-the-pms-january-2025/ 2025-01-09T03:07:03+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2024/12/3.png https://montaka.com/letter-from-the-pms-december-2024/ 2025-01-09T03:07:09+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2024/12/1.png https://montaka.com/wp-content/uploads/2024/12/Stock-price-KKR-1024x711.png https://montaka.com/kkr-thesis/ 2024-12-04T04:13:08+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2024/12/AdobeStock_925129951_Editorial_Use_Only-scaled.jpeg Stuttgart, Germany - 08-13-2024: Person holding cellphone with logo of US investment company KKR Co. Inc. in front of business webpage. Focus on phone display. http://www.youtube.com/embed/vmol3TnZKhU https://montaka.com/wp-content/uploads/2024/12/AdobeStock_925129951_Editorial_Use_Only-scaled.jpeg 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. https://montaka.com/ignore-the-gloomy-news-google/ 2024-12-04T23:42:52+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2024/11/AdobeStock_420319914_Editorial_Use_Only-scaled.jpeg Google vector webpage, on MacBook, with a magnifying glass. Vector illustration. Replaceable text, editable. https://montaka.com/wp-content/uploads/2024/11/Stock-price-Google--1024x781.png https://montaka.com/letter-from-the-pms-november-2024/ 2025-01-09T03:07:16+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2024/05/Wordpress-banner-From-the-PMs-Nov.png Wordpress banner- From the PMs Nov https://montaka.com/wp-content/uploads/2023/10/Cover-2.png https://montaka.com/potioneers-gambit/ 2024-11-06T04:18:06+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2024/11/AdobeStock_655262457-scaled.jpeg Magic potion background created with Generative AI https://montaka.com/wp-content/uploads/2023/10/Cover-2.png https://montaka.com/the-flywheels-driving-amazons-dominance-podcast/ 2024-11-21T05:35:01+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2024/11/AdobeStock_826409653-scaled.jpeg Microphone with the word podcast, podcasting and social media https://montaka.com/q3-2024-update/ 2025-01-09T03:03:01+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2024/10/AdobeStock_815595722-scaled.jpeg Close up image of wooden cubes with alphabet Q3 on office desk. Third quarter concept. https://montaka.com/wp-content/uploads/2024/10/Montakas-Top10-Investee-.png https://www.youtube.com/embed/9tqTQXBV9ig https://montaka.com/wp-content/uploads/2024/10/AdobeStock_815595722-scaled.jpeg 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. https://montaka.com/letter-from-the-pms-oct2024/ 2025-01-09T03:07:24+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2024/05/Wordpress-banner-From-the-PMs-Oct.png Wordpress banner- From the PMs Oct https://montaka.com/wp-content/uploads/2023/10/Cover-2.png https://www.youtube.com/embed/9tqTQXBV9ig https://img.youtube.com/vi/9tqTQXBV9ig/hqdefault.jpg Update from the PMs - October 2024 ### Excerpt Despite the upcoming US election's significance, Montaka believes it will have minimal impact on stock prices. Additionally, MFF Capital Investments' acquisition of Montaka will provide greater resources and ensure the continuity of Montaka's investment strategies and team. https://montaka.com/glenda-for-the-australian-montaka/ 2024-10-08T05:42:40+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2024/10/AM-and-CD-pic.png AM and CD pic https://montaka.com/chris-mackay-outlook-afr/ 2024-12-12T22:28:49+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2024/10/Chris-Mackay-2.png Chris Mackay 2 https://montaka.com/mff-buys-montaka-afr/ 2024-10-08T09:08:30+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2024/10/Chris-Mackay.png Chris Mackay https://montaka.com/spotify-4-reasons-for-success/ 2024-10-08T22:46:07+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2024/10/AdobeStock_838177067_Editorial_Use_Only-scaled.jpeg June 3, 2024, Brazil. In this photo illustration, the Spotify logo is displayed on a smartphone screen, with graphic representation of the stock market in the background. https://montaka.com/wp-content/uploads/2024/10/Chart-1.png https://montaka.com/mff-capital-montaka/ 2024-10-02T07:19:37+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2024/10/AdobeStock_554584949-scaled.jpeg Jigsaw puzzle connecting together. Team business success partnership or teamwork concept. 3d rendering illustration https://montaka.com/valuation_distortions/ 2024-09-23T00:29:59+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2024/09/AdobeStock_807694371-scaled.jpeg Equities will grow and make money https://montaka.com/wp-content/uploads/2024/09/SP-500-Earnings-yield-vs-Treasuries.png S&P Yield vs Treasuries https://montaka.com/lvmh-thesis/ 2024-09-03T00:56:34+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2024/09/AdobeStock_521869289_Editorial_Use_Only-scaled.jpeg https://montaka.com/wp-content/uploads/2023/10/Cover-2.png https://www.youtube.com/embed/_8JOcunym6k https://montaka.com/wp-content/uploads/2024/09/AdobeStock_521869289_Editorial_Use_Only-scaled.jpeg 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. https://montaka.com/letter-from-the-pms-september-2024/ 2025-01-09T03:07:34+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2024/05/Wordpress-banner-From-the-PMs-Sep.png Wordpress banner- From the PMs Sep https://montaka.com/wp-content/uploads/2024/09/Valuation-1.png https://montaka.com/rnd-meta-amazon/ 2024-09-03T01:16:09+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2024/09/AdobeStock_457600020.jpeg Discount Percent Sale Sign https://montaka.com/wp-content/uploads/2024/09/Valuation-2-1024x610.png https://montaka.com/letter-from-the-pms-august-2024/ 2025-01-09T03:07:46+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2024/05/Wordpress-banner-From-the-PMs-August.png Wordpress banner- From the PMs August https://montaka.com/wp-content/uploads/2023/10/Cover-2.png https://montaka.com/pe-valuations-dangers/ 2024-08-07T04:41:35+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2024/08/AdobeStock_621775957-PE-Valuation-scaled.jpeg https://montaka.com/wp-content/uploads/2024/08/Image1.png Growth, returns and valuation https://montaka.com/3-winners-of-enterprise-software-race/ 2024-08-07T04:39:52+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2024/08/AdobeStock_873125190-3-gold-medals-scaled.jpeg 3 winners of the Enterprise software race https://montaka.com/wp-content/uploads/2024/08/Img1-Global-IT-Spending-2024-v2.png Global IT Spending 2024 https://montaka.com/quarterly-update-q2-2024/ 2025-01-09T03:03:12+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2024/08/AdobeStock_655474473-scaled.jpeg Businessman in suit drawing business growth data chart with diagram, report on company investment progress, quarterly report Q2 second quarter https://montaka.com/wp-content/uploads/2024/08/Chart-1-MOGL-and-MSCI-Performance-P18M-v2-1-1024x652.png https://www.youtube.com/embed/8XjXAPytl3I https://montaka.com/wp-content/uploads/2024/08/AdobeStock_655474473-scaled.jpeg 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. https://montaka.com/letter-from-the-pms-july-2024/ 2025-01-09T03:08:01+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2024/05/Wordpress-banner-From-the-PMs-July.png Wordpress banner- From the PMs July https://montaka.com/wp-content/uploads/2023/10/Cover-2.png https://montaka.com/day-nor-hour-lumpy-returns/ 2024-07-05T01:27:48+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2024/07/AdobeStock_459666237-scaled.jpeg Paper airplane success concept https://montaka.com/wp-content/uploads/2024/07/KKR-Stock-price-up-80pc-1024x815.png KKR Stock price up 80pc https://montaka.com/kkr-the-berkshire-of-pe/ 2024-07-01T06:50:11+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2024/07/AdobeStock_470753877_Editorial_Use_Only-scaled.jpeg https://montaka.com/wp-content/uploads/2024/07/KKR-chart-1-v2-1024x770.png Market Cap of KKR investment https://montaka.com/letter-from-the-pms-june-2024/ 2025-01-09T03:08:14+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2024/05/Wordpress-banner-From-the-PMs-June.png Wordpress banner- From the PMs June https://montaka.com/wp-content/uploads/2023/10/Cover-2.png https://montaka.com/kyndryl_holdings/ 2024-06-05T12:31:31+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2024/06/AdobeStock_733630499-scaled.jpeg Bank raises rates. Interest rate and dividend concept, high investors seek returns. Mutual funds boost dividends. Calculating income and return on investment in percentage. Pension growth emphasized. https://montaka.com/wp-content/uploads/2024/06/Snap1-946x1024.png Kyndryl Montaka 1 https://montaka.com/us-earnings-q1-2024/ 2024-05-14T01:37:36+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2024/05/AdobeStock_674621141-scaled.jpeg https://montaka.com/wp-content/uploads/2023/10/Cover-2.png https://montaka.com/amazon-repeat-multi-bagger/ 2024-05-06T08:50:01+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2024/05/AdobeStock_575093100_Editorial_Use_Only-scaled.jpeg Amazon logo on smartphone screen laying on computer keyboard https://montaka.com/wp-content/uploads/2024/05/Amazon1-1024x725.png Amazon stock price movement chart https://montaka.com/needle-in-haystack/ 2024-05-06T02:18:25+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2024/05/Needle-in-haystack-AdobeStock_66500626-scaled.jpeg Needle in a haystack. https://montaka.com/wp-content/uploads/2024/05/Car-1-and-2-1024x291.png https://montaka.com/letter-from-the-pms-may-2024/ 2025-01-09T03:08:28+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2024/05/Wordpress-banner-From-the-PMs.png Wordpress banner- From the PMs https://montaka.com/wp-content/uploads/2023/10/Cover-2.png https://montaka.com/quarterly-update-q1-2024/ 2025-01-09T03:03:30+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2024/05/AdobeStock_666895696-scaled.jpeg Q1 (first quarter) business report, management concept, with up arrow icon https://montaka.com/wp-content/uploads/2023/10/Cover-2.png https://www.youtube.com/embed/ry_T48zmKoE https://montaka.com/wp-content/uploads/2024/05/AdobeStock_666895696-scaled.jpeg 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 https://montaka.com/lvmh-6-reasons-for-growth/ 2024-05-03T00:05:32+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2024/04/AdobeStock_433128705_Editorial_Use_Only-LVMH-scaled.jpeg LVMH why it makes for a great stock investment https://montaka.com/wp-content/uploads/2024/04/LVMH-1-v2-1024x586.png https://montaka.com/concentrated-us-market/ 2024-04-04T02:48:35+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2024/04/AdobeStock_257556016-Concentrated-scaled.jpeg Concentrated stock market 2024 https://montaka.com/wp-content/uploads/2024/04/Concentration-Chart-1-1024x787.png https://montaka.com/letter-from-the-pms-april-2024/ 2025-01-09T03:08:45+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2024/04/1.png https://montaka.com/wp-content/uploads/2023/10/Cover-2.png https://montaka.com/blackstone-undervalued-2024/ 2024-03-08T00:13:42+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2024/03/AdobeStock_376480451_Editorial_Use_Only-scaled.jpeg https://montaka.com/wp-content/uploads/2024/03/BX-Share-price-1.png https://montaka.com/4-steps-to-unearth-great-investment-opportunities/ 2024-03-08T00:30:24+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2024/03/AdobeStock_635173969-scaled.jpeg Hand arrange the wood blocks as staircase to show the step method from one to four https://montaka.com/wp-content/uploads/2024/03/SVG-trial-1024x229.png https://montaka.com/letter-from-the-pms-march-2024/ 2025-01-09T03:08:58+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2024/04/2.png https://montaka.com/wp-content/uploads/2023/10/Cover-2.png https://montaka.com/investment-opportunity-2024/ 2024-02-07T03:32:42+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2024/02/AdobeStock_218677500-Opportunity-scaled.jpeg Businessman standing in a big keyhole https://montaka.com/wp-content/uploads/2023/10/Cover-2.png https://montaka.com/what-might-surprise-in-2024-5-questions-with-our-cio/ 2024-02-05T05:12:55+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2024/02/AdobeStock_636589640-Outlook-for-2024-GG-AM-scaled.jpeg 2024 Goal plan action, Business target and growth strategy. Business annual plan and development for achieving goals and success. 2024 written on the road in the middle of asphalt road with at sunset. https://montaka.com/wp-content/uploads/2022/05/the-amazing-hyperscalers-1-crop.png Montaka's AI whitepaper https://montaka.com/letter-from-the-pms-feb2024/ 2025-01-09T03:09:12+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2024/04/3.png https://montaka.com/wp-content/uploads/2023/10/Cover-2.png https://montaka.com/quarterly-update-q4-2023/ 2025-01-09T03:03:51+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2024/02/Q4-AdobeStock_205463934-scaled.jpeg Q4 Fourth Quarter Budget Speedometer 3d Render Illustration https://montaka.com/wp-content/uploads/2024/02/Chart-1-Compounders-and-outliers-Montaka-1024x567.png https://www.youtube.com/embed/2i8Z1-pWCFE https://montaka.com/wp-content/uploads/2024/02/Q4-AdobeStock_205463934-scaled.jpeg 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. https://montaka.com/letter-from-the-pms-january-2024/ 2025-01-09T03:09:25+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2024/02/Jan-2024-img.png Jan 2024 img https://montaka.com/wp-content/uploads/2023/10/Cover-2.png https://montaka.com/summer-reads-2023/ 2024-01-08T01:40:11+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2024/01/AdobeStock_639965098-Summer-reads-scaled.jpeg https://montaka.com/wp-content/uploads/2023/10/Cover-2.png https://montaka.com/charlie-munger-learn/ 2024-01-08T01:29:09+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2024/01/AdobeStock_124405568-Charlie-Munger-cover.jpeg Sales person standing at maze entrance https://montaka.com/wp-content/uploads/2024/01/Chart-1-AM-Charlie-Munger-1024x639.png KKR and Microsoft https://montaka.com/letter-from-the-pms-december-2023/ 2025-01-09T03:09:40+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2024/01/December-2023-Img.png December 2023 Img https://montaka.com/wp-content/uploads/2023/12/Monocle-Intro2-938x1024.png https://montaka.com/3_stocks_takeoff/ 2024-01-12T04:23:32+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2023/12/AdobeStock_602017941-scaled-1.jpeg AdobeStock_602017941-scaled https://montaka.com/wp-content/uploads/2023/12/SP-Ratings-Business-Revenue-v2-1024x850.png https://montaka.com/servicenow_magnificent_8th/ 2023-12-04T05:59:11+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2023/12/AdobeStock_558870702_Editorial_Use_Only-scaled.jpeg Stuttgart, Germany - 12-31-2022: Person holding smartphone with logo of US software company ServiceNow Inc. on screen in front of website. Focus on phone display. https://montaka.com/wp-content/uploads/2023/12/ServiceNow-share-price-1024x623.png https://montaka.com/podcast-earning-q3-2023/ 2023-11-16T03:07:52+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2023/11/Podcast-q3-2023-Monocle.png Podcast q3 2023 Monocle https://montaka.com/4-demographic-truths-equities/ 2023-11-07T01:11:10+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2023/11/AdobeStock_343316333-truth-scaled.jpeg Businessman hand change wooden cube block with TRUST and TRUTH b https://montaka.com/wp-content/uploads/2023/11/Capture.png https://montaka.com/compounder-stocks/ 2023-11-07T00:47:16+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2023/11/AdobeStock_657324986-scaled.jpeg Comp[ounders by Montaka's Chris Demasi https://montaka.com/wp-content/uploads/2023/11/Capture5-CDs-article.png https://montaka.com/from-the-pm-11-2023/ 2025-01-09T03:10:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2023/11/Wordpress-banner-From-the-PMs.png https://montaka.com/wp-content/uploads/2023/11/Capture4.png https://montaka.com/quarterly-update-q3-2023/ 2025-01-09T03:04:03+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2023/10/AdobeStock_246967480-scaled.jpeg Q3 3rd Quarter Period Stock Market Ticker Words 3d Illustration https://montaka.com/wp-content/uploads/2023/10/CHart-1-1.png US Federal Reserve - Policy Rate https://www.youtube.com/embed/crqxMUz-dcM https://montaka.com/wp-content/uploads/2023/10/AdobeStock_246967480-scaled.jpeg Quarterly Letter: Q3 2023 Why we believe the future will look different to the past. Why there will be more divergence between winners and losers. And why we believe Montaka’s analysis of evolving global dynamics will continue to be of service to clients. Gain valuable insights into our outlook by reading our Quarterly Update. https://montaka.com/whitepaper-active-outperformance/ 2025-04-02T06:20:49+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2023/10/AdobeStock_610906647-Blue-scaled.jpg https://montaka.com/wp-content/uploads/2023/10/AM-new1.png 3 pillars of active outperformance https://montaka.com/spotify/ 2023-10-17T01:27:04+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2023/10/AdobeStock_399122232_Editorial_Use_Only-scaled.jpeg AdobeStock_399122232_Editorial_Use_Only https://montaka.com/wp-content/uploads/2023/10/Chart1.png Spotify share price movement https://montaka.com/the-3-pillars-podcast/ 2023-11-23T04:06:56+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2023/11/3-Pillars-of-active-outperf.png 3 Pillars of active outperf https://montaka.com/market-mispricing/ 2023-08-31T04:54:39+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2023/08/AdobeStock_607666882-scaled.jpeg https://montaka.com/wp-content/uploads/2023/08/Bed-bath-and-beyond.png Market was wrong on Bed Bath & beyond https://montaka.com/platform-vs-trapdoor/ 2023-08-31T03:14:57+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2023/08/AdobeStock_633591471-scaled.jpeg https://montaka.com/wp-content/uploads/2023/08/Picture1.jpg https://montaka.com/quarterly-update-q2-2023/ 2025-01-09T03:04:18+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2023/08/AdobeStock_568329620-scaled.jpeg Second quarter of 2023 positive growth performance financial report and fiscal concept. Upward arrow with increasing coins and calendar in black background. https://montaka.com/wp-content/uploads/2023/08/Chart-1.png Bloomberg US Economic Surprise Index https://montaka.com/why-we-hold-outliers/ 2023-08-04T03:40:44+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2023/08/AdobeStock_381102998-Outlier-scaled.jpeg Concept background for Leadership, Uniqueness, Outlier and Winne https://montaka.com/wp-content/uploads/2023/08/Picture1-whitebg-1024x627.png https://montaka.com/wagga-to-wall-st/ 2023-08-03T02:28:40+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2023/08/AdobeStock_247662863_Cover-scaled.jpeg Wagga to Wall St for Andrew Macken, Montaka's CIO https://montaka.com/wp-content/uploads/2023/08/Chart1-1024x952.png Comparison of Returns between S&P and US Treasuries https://montaka.com/where-to-big-tech/ 2023-07-11T00:19:19+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2023/07/Artboard-2.png Artboard 2!Why we're NOT selling big tech after the big rally https://montaka.com/wp-content/uploads/2023/07/Chart-1-1024x616.png Hold on to big tech Chris Demasi https://montaka.com/5-reasons-to-buy-alternatives-giant-kkr/ 2023-06-30T01:32:51+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2023/06/KKR-cover-AdobeStock_415104713_Editorial_Use_Only-scaled.jpeg KKR strong buy from Montaka's research desk https://montaka.com/wp-content/uploads/2023/06/Picture1.png https://montaka.com/short-vs-long-term-investing/ 2023-06-19T06:44:37+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2023/06/CD-Short-vs-Long-term-cover-AdobeStock_367219258-scaled.jpeg short term long term text carved on wooden signpost outdoors in https://montaka.com/wp-content/uploads/2023/06/CD-Short-vs-Long-term-Chart1-1024x760.png Index of operating earnings by company https://montaka.com/ai-qna-uncovering-implications/ 2023-06-01T06:30:32+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2023/06/AI-qna-AM-cover-AdobeStock_214469252-scaled.jpeg Artificial intelligence and future concept https://montaka.com/wp-content/uploads/2022/02/Tech-whitepaper-Book-cover-1.png Montaka's Tech whitepaper 2023 https://montaka.com/5-steps-to-better-investing/ 2023-05-03T03:07:41+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2023/05/AdobeStock_270492536-cover-5-steps-scaled.jpeg Portfolio management https://montaka.com/wp-content/uploads/2023/05/Chart-1.png Percent of time periods that make money https://montaka.com/5-tech-stock-picks/ 2023-05-08T03:35:32+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2023/05/AdobeStock_72241230-Top-5-cover-scaled.jpeg https://montaka.com/wp-content/uploads/2023/05/Capture-1024x317.png AI innovation stock pick https://montaka.com/q1-2023-quarterly-update/ 2025-01-09T03:04:29+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2023/04/Q1-2023-AdobeStock_562006424-scaled.jpeg First quarter of 2023 negative performance financial report and https://montaka.com/wp-content/uploads/2023/04/Chart-1-1024x922.png https://montaka.com/hyperscalers-ai-compute/ 2023-03-30T23:54:05+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2023/03/ai-cOMPUTE-cover-scaled.jpeg https://montaka.com/wp-content/uploads/2023/03/AI-flywheel-1024x620.png AI flywheel https://montaka.com/microsoft-4th-industrial-revolution/ 2023-03-30T22:56:51+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2023/03/Microsoft-cover-photo-scaled.jpeg Microsoft France headquarters building https://montaka.com/wp-content/uploads/2023/03/Chart-1-1024x436.png Innovation with distribution https://montaka.com/the-new-cola-wars-why-microsoft-really-launched-its-search-war-against-google/ 2023-03-01T22:18:47+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2023/02/AdobeStock_571191211_Editorial_Use_Only-scaled.jpeg https://montaka.com/wp-content/uploads/2023/02/Bing-homepage-1024x679.png Bing by Microsoft now powered by AI https://montaka.com/erp-why-stocks-are-cheap/ 2023-03-02T02:45:44+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2023/02/Equity-vs-bonds_cover-scaled.jpeg https://montaka.com/wp-content/uploads/2023/02/cHART-1-1024x607.png Expected Return Implied by the stock market https://montaka.com/whitepaper-tech-death-ai/ 2023-02-08T05:19:36+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2023/02/Cover-AdobeStock_559224277-scaled.jpeg https://montaka.com/wp-content/uploads/2023/02/CHart-1-SHare-of-aggregated-profits-1024x919.png SHare of aggregated profits https://montaka.com/sp-global/ 2023-02-07T09:07:15+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2023/02/AdobeStock_521874257_Editorial_Use_Only-scaled.jpeg https://montaka.com/wp-content/uploads/2023/02/SPGI-STock-price-1024x607.png S&P Global SPGI Stock price https://montaka.com/montaka-5-top-podcasts-2022/ 2023-01-10T08:25:14+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2023/01/Podcast-AdobeStock_484354073_Editorial_Use_Only-scaled.jpeg Podcasts charts on spotify. Podcast listening platform. A podcas https://montaka.com/wp-content/uploads/2023/01/Questions-AdobeStock_65975854-scaled.jpeg https://montaka.com/5-essays-2022-montaka/ 2023-01-09T01:01:06+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2023/01/AdobeStock_404556300-scaled.jpeg https://montaka.com/wp-content/uploads/2022/05/AdobeStock_479364027_Cover-scaled-2.jpeg Multidiscipline investing active Montaka Global https://montaka.com/5-reasons-why-montakas-portfolio-is-valuable/ 2023-01-09T00:21:37+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2023/01/AdobeStock_552020107-scaled.jpeg https://montaka.com/wp-content/uploads/2022/05/the-amazing-hyperscalers-1-crop.png Montaka's AI whitepaper https://montaka.com/extrapolation-trap/ 2023-02-07T01:54:49+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2022/12/AdobeStock_524825148-scaled.jpeg Business recovery concept https://montaka.com/wp-content/uploads/2022/12/Real-GLobal-GDP-Growth.png https://montaka.com/meta-downfall/ 2023-06-06T04:30:51+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2022/12/Meta-cover-scaled.jpeg https://montaka.com/wp-content/uploads/2022/12/Meta1.png Meta: FB Daily Active Users https://montaka.com/optimism-technology/ 2023-06-06T04:31:25+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2022/11/Cover-pic-Amazing-tech-AI-bots-Converted.png Cover pic Amazing tech AI bots [Converted] https://montaka.com/wp-content/uploads/2022/11/Chart-1.png A century of stock returns https://montaka.com/montaka-funnel/ 2023-06-06T04:31:52+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2022/11/AdobeStock_265336972-1-scaled-1.jpeg https://montaka.com/wp-content/uploads/2022/11/Picture2.png Montaka funnel investment https://montaka.com/spotify-4-reasons/ 2022-10-10T04:39:55+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2022/10/Spotify-Cover-Adobestock.png Spotify Cover Adobestock https://montaka.com/wp-content/uploads/2022/10/Chart-1-1-1024x678.png US recorded music revenues https://montaka.com/5-charts-give-investors-hope/ 2022-10-07T05:53:14+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2022/10/Market-turmoil-hope-5-charts-AdobeStock_207715089-1-scaled-1.jpeg https://montaka.com/wp-content/uploads/2022/10/Chart-1-New-1024x590.png https://montaka.com/private-equity-approach-microsoft/ 2022-09-08T21:11:12+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2022/09/AdobeStock_377722847_Editorial_Use_Only-1-scaled-1.jpeg https://montaka.com/wp-content/uploads/2022/09/Picture3-1024x616.png https://montaka.com/disadvantaged-vs-advantaged-businesses/ 2022-09-08T20:33:51+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2022/09/Advantaged-businesses-AdobeStock_301435131-scaled-1.jpeg https://montaka.com/wp-content/uploads/2022/05/the-amazing-hyperscalers-1-crop.png Montaka's AI whitepaper https://montaka.com/private-equity-approach-in-public-market/ 2022-08-04T06:25:04+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2022/08/Private-equity-approach-scaled-1.jpeg PRIVATE EQUITY concept. Gold and silver gear wheel background illustration. 3d render. https://montaka.com/wp-content/uploads/2022/08/Picture1-edited.png Average stock holding period https://montaka.com/great-bargains-myopic-market/ 2022-08-04T05:53:50+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2022/08/Weighing-machine-AdobeStock_503088236-scaled-1.jpeg https://montaka.com/wp-content/uploads/2022/08/Chart-1-1024x669.png Stock market declines in 2022 https://montaka.com/short-term-focus-investors/ 2022-07-07T00:36:01+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2022/07/Short-term-travesty-cover-scaled-1.jpeg https://montaka.com/wp-content/uploads/2022/07/Pic-3-alternate.png Stock market performance over rolling periods https://montaka.com/amazon-bear-market-bargain-cheap-buy/ 2022-07-05T04:01:14+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2022/07/Cover-Amazon-scaled-1.jpeg https://montaka.com/wp-content/uploads/2022/07/Chart1-1024x662.png Amazon- Bargain hunters take notice https://montaka.com/dont-panic-business-owner/ 2022-06-07T03:53:54+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2022/06/Cover-1.png https://montaka.com/wp-content/uploads/2022/06/Picture1.png Alphabet Google revenue EPS https://montaka.com/big-tech-buy-or-sell-bullwhip/ 2022-06-07T03:26:24+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2022/06/Cover-scaled-2.jpeg https://montaka.com/wp-content/uploads/2022/06/Chart-1-1024x659.png Drawdowns in Nasdaq100 since 2018 https://montaka.com/compounding-time/ 2023-07-31T00:23:23+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2022/05/AdobeStock_457132681_cover-scaled-2.jpeg 3D illustration of investment for retirement. Growing interests https://montaka.com/wp-content/uploads/2022/05/cHART-1-bERKSHIRES-25-YEARS-SHARE-PRICE-1024x770.png cHART 1 bERKSHIRE'S 25 YEARS SHARE PRICE https://montaka.com/moderna/ 2022-05-03T07:58:18+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2022/05/AdobeStock_394938464_Editorial_Use_Only_Cover-scaled-2.jpeg https://montaka.com/wp-content/uploads/2022/05/Chart-1-From-Virus.png Vaccine development Moderna https://montaka.com/multidiscipline-investing/ 2022-05-03T06:48:55+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2022/05/AdobeStock_479364027_Cover-scaled-2.jpeg https://montaka.com/wp-content/uploads/2022/05/chart1-1024x748.png https://montaka.com/accept-the-drawdowns/ 2022-04-05T02:24:24+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2022/04/AdobeStock_494622870_Cover-image-scaled-2.jpeg the red arrow descends. the concept of plummeting rates https://montaka.com/wp-content/uploads/2022/04/chart1-new.png https://montaka.com/amazing-companies-at-amazing-prices/ 2022-04-05T00:13:18+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2022/04/AdobeStock_321606077-scaled-2.jpeg Sale Percents Falling Into Shopping Cart https://montaka.com/wp-content/uploads/2022/04/Tesla-1.png Tesla drawdowns https://montaka.com/are-alibaba-shares-oversold/ 2022-04-04T05:27:28+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2022/04/AdobeStock_286283802_Cover-image-scaled-1.jpeg https://montaka.com/wp-content/uploads/2022/04/Chart-1-Timelines-1024x569.png Timeline of recent Alibaba events https://montaka.com/how-google-is-using-ai/ 2022-03-01T03:46:08+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2022/02/AdobeStock_397674707_Editorial_Use_Only-scaled-1.jpeg https://montaka.com/wp-content/uploads/2022/03/duck-image.png AI google and alphabet https://montaka.com/whitepaper-why-ai-is-the-most-important-investment-theme/ 2023-10-17T01:27:14+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2022/02/AdobeStock_288526357-scaled-1.jpeg https://montaka.com/wp-content/uploads/2022/02/Image1.png https://montaka.com/behind-the-scenes-qa-ai-whitepaper/ 2022-02-28T04:13:12+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2022/02/AdobeStock_358683095-scaled-1.jpeg https://montaka.com/2022-recent-sell-off-mega-caps-on-sale-2/ 2022-02-02T22:24:48+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2022/02/MSCI-USD-month-over-return_graph.png Montaka Global Investments https://montaka.com/servicenows-potential/ 2022-02-02T21:23:25+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2022/01/ServiceNow-has-performed-well-but-remains-underappreciated.png Montaka Global Investments https://montaka.com/why-rd-masks-value-in-mega-techs/ 2022-02-02T21:11:03+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2022/01/Valuation-multiples-of-US-mega-techs.png Montaka Global Investments https://montaka.com/montakas-summer-reading-list-of-books/ 2022-01-05T04:21:15+00:00 weekly 0.8 https://montaka.com/monocles-5-most-important-articles-2021/ 2022-01-05T04:15:25+00:00 weekly 0.8 https://montaka.com/reason-meta-facebook-is-a-screaming-buy/ 2022-01-05T04:00:32+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2022/01/Meta-1-Core-Biz_customers-vs-potential-customers.png https://montaka.com/montaka-named-in-afr-chanticleer-column-five-best-trades-of-2021/ 2021-12-14T05:58:29+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2021/12/Top-5-AdobeStock_422225556-1-scaled-2.jpeg 5 best trades https://montaka.com/why-the-carlyle-group-maybe-the-next-blackstone/ 2021-12-01T08:34:29+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2021/11/Alternative-asset-manager-share-performance-graph-1.png Montaka Global Investments https://montaka.com/how-amazon-founder-jeff-bezos-shareholder-letters-made-me-a-better-investor-7-lessons-learnt/ 2021-12-01T08:25:13+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2021/11/Amazon-structure.png Montaka Global Investments https://montaka.com/3-market-myths-that-threaten-to-derail-investors-long-term-wealth/ 2021-12-01T07:57:10+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2021/11/The-Gap-between-ERP-and-Corporate-Bond-Graph-1.png Montaka Global Investments https://montaka.com/winning-investment-culture/ 2021-11-03T07:41:54+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2021/11/Culture-in-an-organisation-graph-1.png Montaka Global Investments https://montaka.com/market-freak-out/ 2021-11-03T07:20:11+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2021/10/Market-1.jpg https://montaka.com/wp-content/uploads/2021/10/Royal-Caribbean-Cruises-Graph-1-1.png Montaka Global Investments https://montaka.com/barbarians-in-your-portfolio-private-markets/ 2021-11-03T06:42:52+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2021/11/Global-private-markets-AUM-1-2.png Montaka Global Investments https://montaka.com/have-investors-become-theme-junkies/ 2021-10-04T05:37:05+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2021/09/Iron-Ore-Spot-Price-Index.png Montaka Global https://youtu.be/-HIW1T2NZ2s https://montaka.com/wp-content/uploads/2021/09/Iron-Ore-Spot-Price-Index.png Why have investors become theme junkies? In today’s high-gratification world, it is natural for investors to chase these intellectual hits and gravitate towards sources of new themes. The only problem is, it remains far from clear if these new themes are even themes at all. https://www.youtube.com/embed/-HIW1T2NZ2s https://img.youtube.com/vi/-HIW1T2NZ2s/hqdefault.jpg Why have investors become theme junkies? In today’s high-gratification world, it is natural for investors to chase these intellectual hits and gravitate towards sources of new themes. The only problem is, it remains far from clear if these new themes are even themes at all. https://montaka.com/flutter-replicating-sportsbets-success/ 2021-09-29T20:36:44+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2021/09/Screen-Shot-2021-09-30-at-2.09.42-pm.png Montaka Global https://montaka.com/misunderstood-multiples/ 2023-04-19T03:24:21+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2021/09/Thaves-cartoon-scaled-2.jpg Misunderstood Multiples and Montaka's Solution https://montaka.com/zenith-assigns-recommended-rating-to-listed-montaka-funds/ 2021-09-16T23:58:01+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2021/09/AdobeStock_250298296-recommended-scaled-2.jpeg https://montaka.com/5-investment-ideas-from-reporting-season/ 2023-08-09T01:29:51+00:00 weekly 0.8 https://montaka.com/blackstone-begins-its-boom/ 2021-08-30T16:50:45+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2021/08/Screen-Shot-2021-08-31-at-3.12.24-pm.png Blackstone begins its Boom https://montaka.com/5-steps-to-profit-in-china/ 2021-08-30T16:20:17+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2021/08/Screen-Shot-2021-08-31-at-2.42.12-pm-e1630394241240-918x1024.png Investing in China https://montaka.com/concentrated-and-patient-how-active-investing-wins/ 2021-08-02T13:43:47+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2021/07/Portfolio-graph.png https://montaka.com/multiple-s-in-the-alphabet-how-the-s-curve-explains-why-mega-techs-still-have-enormous-upside/ 2021-08-02T13:35:30+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2021/07/AdobeStock_233160603-scaled-1.jpeg https://montaka.com/wp-content/uploads/2021/07/S-curve-framework-graph.png https://montaka.com/tencents-optionality-upside-a-blue-sky-for-cloud/ 2021-08-02T13:24:43+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2021/07/Revenue-growth-graphic-1.png https://montaka.com/a-massively-underestimated-trillion-dollar-market/ 2021-07-13T16:49:41+00:00 weekly 0.8 https://montaka.com/the-3-reasons-why-mega-tech-growth-stocks-are-the-best-value-stocks-today/ 2021-07-05T17:37:42+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2021/06/Tech-1-scaled-1.jpg https://montaka.com/wp-content/uploads/2021/06/Megatech-stocks-chart1.png tech stocks offer value https://montaka.com/amazon-offers-value/ 2021-06-30T17:43:02+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2021/06/Amazon-scaled-1.jpg https://montaka.com/wp-content/uploads/2021/06/Amazon-chart1.png Amazon great value https://montaka.com/investment-legend-james-anderson/ 2021-06-28T17:58:01+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2021/06/growth-blog-by-LM-scaled-1.jpg growth blog by LM https://montaka.com/wp-content/uploads/2021/06/James-anderson2.png James anderson 2 https://montaka.com/what-is-creator-economy/ 2021-06-18T16:58:40+00:00 weekly 0.8 https://montaka.com/the-cosmic-forces-leading-the-us-to-mmt/ 2021-05-31T06:17:59+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2021/05/alexander-schimmeck-AoI2E_7El1w-unsplash-scaled-1.jpg alexander-schimmeck-AoI2E_7El1w-unsplash https://montaka.com/whats-next-vs-what-its-worth/ 2021-05-25T05:01:59+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2021/05/worth-of-a-share-scaled-1.jpeg worth of a share https://montaka.com/wp-content/uploads/2021/05/Screen-Shot-2021-05-25-at-2.46.05-pm-1024x505.png https://montaka.com/chinas-rocky-relationships/ 2021-05-20T09:12:23+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2021/05/China-vs-world-scaled-1.jpg China vs world https://montaka.com/is-unity-the-adobe-of-the-3d-world/ 2023-06-06T00:17:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2021/05/pexels-cottonbro-3945673-scaled-1.jpg pexels-cottonbro-3945673 https://montaka.com/wp-content/uploads/2021/05/Unity-blog1-1024x535.jpg https://montaka.com/inflation-is-here/ 2021-05-06T00:23:11+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2021/05/inflation-scaled-1.jpg https://montaka.com/tech-bubble/ 2021-05-06T00:02:30+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2021/05/tech-bubble-scaled-1.jpg https://montaka.com/the-great-australian-internet-startup-realestate/ 2021-04-26T05:01:09+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2021/04/realestate-3-scaled-2.jpg realestate 3 https://montaka.com/wp-content/uploads/2021/04/REA-group.png https://montaka.com/are-americas-stimulus-checks-inflationary/ 2021-04-21T03:02:58+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2021/04/US-inflation-cover-scaled-1.jpg US inflation cover https://montaka.com/wp-content/uploads/2021/04/Inflation-in-US-1024x821.png Inflation in US https://www.youtube.com/embed/-_0Uh8DZ8Wk https://img.youtube.com/vi/-_0Uh8DZ8Wk/hqdefault.jpg Are America’s stimulus checks inflationary? With the US government handing out stimulus payments, concerns over the risk of inflation are rising in investors' minds. Read on to know why we believe that core inflation will not pose a threat. https://montaka.com/montakas-newest-portfolio-addition-unity-software/ 2021-04-20T06:52:17+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2021/04/unity-software-scaled-1.jpg unity software https://youtu.be/00odVAtMNW8 https://montaka.com/wp-content/uploads/2021/04/unity-software-scaled-1.jpg Montaka's newest portfolio addition: Unity Software Unity Software is the undisputed global leader in mobile gaming. Games made with Unity's engine account for 71% of the top 1,000 mobile games (Q4 of 2020). Read on to know why we think Unity offers a great investment opportunity. https://www.youtube.com/embed/00odVAtMNW8 https://img.youtube.com/vi/00odVAtMNW8/hqdefault.jpg Montaka's newest portfolio addition: Unity Software Unity Software is the undisputed global leader in mobile gaming. Games made with Unity's engine account for 71% of the top 1,000 mobile games (Q4 of 2020). Read on to know why we think Unity offers a great investment opportunity. https://www.youtube.com/embed/pwYk9USt1-M https://img.youtube.com/vi/pwYk9USt1-M/hqdefault.jpg Montaka's newest portfolio addition: Unity Software Unity Software is the undisputed global leader in mobile gaming. Games made with Unity's engine account for 71% of the top 1,000 mobile games (Q4 of 2020). Read on to know why we think Unity offers a great investment opportunity. https://www.youtube.com/embed/aTMmxJihuFU https://img.youtube.com/vi/aTMmxJihuFU/hqdefault.jpg Montaka's newest portfolio addition: Unity Software Unity Software is the undisputed global leader in mobile gaming. Games made with Unity's engine account for 71% of the top 1,000 mobile games (Q4 of 2020). Read on to know why we think Unity offers a great investment opportunity. https://www.youtube.com/embed/r0JDdXqdnww https://img.youtube.com/vi/r0JDdXqdnww/hqdefault.jpg Montaka's newest portfolio addition: Unity Software Unity Software is the undisputed global leader in mobile gaming. Games made with Unity's engine account for 71% of the top 1,000 mobile games (Q4 of 2020). Read on to know why we think Unity offers a great investment opportunity. https://www.youtube.com/embed/kOw3_Vz7bdg https://img.youtube.com/vi/kOw3_Vz7bdg/hqdefault.jpg Montaka's newest portfolio addition: Unity Software Unity Software is the undisputed global leader in mobile gaming. Games made with Unity's engine account for 71% of the top 1,000 mobile games (Q4 of 2020). Read on to know why we think Unity offers a great investment opportunity. https://montaka.com/quarterly-update-q1-2021/ 2025-01-09T03:05:40+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2021/04/Q1-2021.png https://youtu.be/S3aZXHrV4CA%5B/embed%5D https://montaka.com/wp-content/uploads/2021/04/Q1-2021.png Quarterly Letter: Q1 2021 In this quarterly update, Andy & Chris highlight the structural advantages a few of Montaka’s largest holdings. They also touch base on a new position that was added to Montaka’s portfolio during the quarter. Get insights on all this and more in this quarterly update video. https://www.youtube.com/embed/S3aZXHrV4CA[/embed] https://img.youtube.com/vi/S3aZXHrV4CA[/embed]/hqdefault.jpg Quarterly Letter: Q1 2021 In this quarterly update, Andy & Chris highlight the structural advantages a few of Montaka’s largest holdings. They also touch base on a new position that was added to Montaka’s portfolio during the quarter. Get insights on all this and more in this quarterly update video. https://montaka.com/will-your-multiple-compress/ 2021-04-16T04:00:47+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2021/04/pexels-tima-miroshnichenko-6693647-scaled-2.jpg Investment return https://montaka.com/wp-content/uploads/2021/04/Picture2-1.jpg Will your multiple compress https://montaka.com/applying-the-connor-leonard-framework/ 2021-04-09T00:06:38+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2021/04/edward-howell-VlTJdP8ZY1c-unsplash-scaled-2.jpg edward-howell-VlTJdP8ZY1c-unsplash https://montaka.com/wp-content/uploads/2021/04/framework-1-1.png value investing https://montaka.com/evolution-of-the-luxury-goods-resale-market/ 2021-04-07T04:57:19+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2021/04/Luxury-resale-cover-scaled-2.jpg Luxury resale cover https://montaka.com/wp-content/uploads/2021/04/Luxury-resale-1.png https://montaka.com/more-inequality-more-grievances-more-debts/ 2021-04-01T01:17:10+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2021/03/Covid-19-Cover-scaled-2.jpg Covid-19 Cover https://montaka.com/wp-content/uploads/2021/03/Covid-19-1.png Impact of COVID-19 https://montaka.com/the-future-of-fitness/ 2021-03-31T00:08:50+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2021/03/fitness-cover-scaled-1.jpg fitness cover https://montaka.com/wp-content/uploads/2021/03/Fitness1.png Fitness 1 https://montaka.com/a-look-inside-montakas-portfolio/ 2021-03-25T04:10:32+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2021/03/Stocks-we-own-scaled-2.jpg Stocks we own https://montaka.com/wp-content/uploads/2021/03/YouTube-1-1024x767.png https://youtu.be/-_0Uh8DZ8Wk https://montaka.com/wp-content/uploads/2021/03/Stocks-we-own-scaled-2.jpg A look inside Montaka's portfolio An excerpt from our Montaka Monocle which looks inside our portfolio to show you what businesses we own and why we own them. In this blog you’ll see highlights from the most recent reporting season for our major holdings. https://www.youtube.com/embed/-_0Uh8DZ8Wk https://img.youtube.com/vi/-_0Uh8DZ8Wk/hqdefault.jpg A look inside Montaka's portfolio An excerpt from our Montaka Monocle which looks inside our portfolio to show you what businesses we own and why we own them. In this blog you’ll see highlights from the most recent reporting season for our major holdings. https://montaka.com/insurance-and-private-equity-go-hand-in-hand-pt-2/ 2021-03-24T04:31:28+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2021/03/pexels-anna-nekrashevich-6801648-1-scaled-1.jpg pexels-anna-nekrashevich-6801648 https://montaka.com/wp-content/uploads/2021/03/Insurance-and-PE-1.png Insurance and PE https://montaka.com/what-is-the-metaverse/ 2021-03-23T05:28:23+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2021/03/Metaverse-4.png Metaverse 4 https://montaka.com/wp-content/uploads/2021/03/Metaverse-2.png What is metaverse? https://montaka.com/apple-overplayed-its-hand/ 2021-03-17T23:23:31+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2021/03/Apple-scaled-1.jpg https://montaka.com/a-bubble-other-ways-to-see-market-value/ 2021-03-17T05:58:57+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2021/03/market-bubble-scaled-1.jpg market bubble https://montaka.com/wp-content/uploads/2021/03/Picture1.png World Market P/E https://montaka.com/online-marketplaces-great-internet-enabled-business-models/ 2021-03-12T10:10:47+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2021/03/online-marketplace-scaled-1.jpg online marketplace https://montaka.com/covid-19-accelerating-our-journey-to-inequality-open/ 2021-03-03T10:04:04+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/12/23122020_cover-scaled-1.jpg 23122020_cover Impact on low interest rates, indebtedness and inequality in post covid-19 world https://montaka.com/facebook-is-not-as-bad-as-some-think/ 2021-02-24T23:06:30+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2021/03/william-iven-DfMMzzi3rmg-unsplash-scaled-1.jpg https://montaka.com/getting-paid-to-borrow-negative-real-yields-the-new-reality-for-u-s-corporations/ 2021-02-19T23:25:23+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2021/03/micheile-henderson-ZVprbBmT8QA-unsplash-scaled-1.jpg micheile-henderson-ZVprbBmT8QA-unsplash https://montaka.com/wp-content/uploads/2021/03/An_1.png https://montaka.com/digital-businesses-data-advantages-and-the-generation-of-real-options/ 2021-02-16T05:26:51+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2021/02/digital-businesses-scaled-1.jpg digital businesses https://montaka.com/gamestop/ 2021-02-16T05:20:03+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2021/02/Gamestop_Montaka2.jpg Gamestop_Montaka2 https://montaka.com/dirt-cheap-high-quality-growth/ 2021-02-11T22:59:33+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2021/03/pexels-anna-nekrashevich-6801648-scaled-1.jpg pexels-anna-nekrashevich-6801648 https://montaka.com/wp-content/uploads/2021/03/KKR1.png https://montaka.com/will-this-new-game-ever-stop/ 2021-02-02T05:13:19+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2021/02/p-1-gamestop-will-close-200-stores-worldwide-by-the-end-of-the-year.jpg p-1-gamestop-will-close-200-stores-worldwide-by-the-end-of-the-year https://montaka.com/wp-content/uploads/2021/02/Gamestop_Montaka.png Gamestop stock price https://montaka.com/quarterly-update-q4-2020/ 2025-01-09T03:05:12+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2021/01/covid-vaccine-scaled-1.jpg covid vaccine http://www.youtube.com/embed/dpto_3d7XcU https://montaka.com/wp-content/uploads/2021/01/covid-vaccine-scaled-1.jpg Quarterly Letter: Q4 2020 In this quarterly update, Chris Demasi, Montaka's Portfolio Manager reflects upon the new era ushered in by the coronavirus pandemic. This change has created enormous opportunity to invest meaningfully in advantaged digital winners with predictable and growing revenues and profits. https://montaka.com/internet-freedom-vs-regulation/ 2021-01-21T09:19:24+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2021/03/internet-freedom-scaled-1.jpg internet freedom https://montaka.com/five-ways-to-build-investment-portfolios-amid-growing-inequality/ 2021-01-21T02:55:10+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2021/01/pexels-victoria-emerson-6160300-scaled-1.jpg Growing inequality in income levels_montaka https://montaka.com/wp-content/uploads/2021/01/AM-fig1-top-1pc-share-in-total-income.png top-1pc-share-in-total-income. https://montaka.com/covid-19-accelerating-our-journey-to-inequality/ 2020-12-23T01:00:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/12/23122020_cover-scaled-1.jpg 23122020_cover Impact on low interest rates, indebtedness and inequality in post covid-19 world https://montaka.com/executing-a-disruptive-vision/ 2020-12-15T02:15:45+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/12/15122020_cover-scaled-2.jpg 15122020_cover Disruptive vision in technology arena https://montaka.com/wp-content/uploads/2020/12/15Dec2012_Chart1.png Disruptive vision and innovation https://montaka.com/liquidity-begets-liquidity-cme-group/ 2020-12-10T02:24:13+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/12/stock-exchange-4785080_1920-1.jpg stock-exchange-4785080_1920 CME group is it a monopoly? https://montaka.com/the-stock-chris-demasi-is-quietly-excited-about/ 2020-12-02T01:14:22+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/12/02122020_cover2.jpg 02122020_cover2 Chris talka about Lazada- The stock Chris he is quietly excited about https://montaka.com/emerging-economies-are-digitising-fast/ 2020-12-01T01:29:36+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/12/01122020_cover-1.jpg Emerging economies digitising https://montaka.com/wp-content/uploads/2020/11/01122020_chart1-1.png https://montaka.com/beneficiaries-of-under-financed-us-business/ 2020-11-25T23:47:56+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/11/laptop-3196481_1920-1.jpg laptop-3196481_1920 https://montaka.com/wp-content/uploads/2020/11/Picture11-1.png Beneficiaries of under-financed US business https://montaka.com/alibaba-is-more-than-just-china/ 2020-11-24T03:53:16+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/11/ecommerce-2140603_1920-1.jpg ecommerce-2140603_1920 https://montaka.com/wp-content/uploads/2020/11/Picture1-1-1.png https://montaka.com/should-we-be-concerned-about-antitrust-regulations-in-china/ 2020-11-18T02:31:07+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/11/alipay-5417263_1920-1.jpg alipay-5417263_1920 https://montaka.com/wp-content/uploads/2020/11/Chart1_18Nov-300x155.png China e-commerce market share https://montaka.com/cac-is-the-new-rent/ 2020-11-09T05:00:01+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/11/CAC.jpg https://montaka.com/private-equity-and-insurance-go-hand-in-hand/ 2020-11-06T05:08:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/11/insurance-3113180_1920.jpg insurance-3113180_1920 https://montaka.com/wp-content/uploads/2020/11/Picture10__ResizedImageWzYwMCwzNzdd.png https://montaka.com/spotlight-series-cash-flow-discussion/ 2020-11-03T05:21:53+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/11/DSC0829-2.jpg https://www.youtube.com/embed/ibLfastFhnI https://img.youtube.com/vi/ibLfastFhnI/hqdefault.jpg Spotlight Series - Cash Flow Discussion An excerpt from our recent video for Montaka investors about how all cash flows aren't created equal. https://montaka.com/why-investing-is-hard/ 2020-11-02T05:34:37+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/11/banner-1183407_1920.jpg banner-1183407_1920 https://montaka.com/10-bagger-at-10-times-the-price-2/ 2020-10-28T06:16:51+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/10/kindle-381242_1920.jpg kindle-381242_1920 https://montaka.com/wp-content/uploads/2020/11/Picture1.png https://montaka.com/eu-evolution-underappreciated/ 2020-10-27T06:36:15+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/10/flag-2608475_1920.jpg flag-2608475_1920 https://montaka.com/dissecting-the-hype-around-us-sports-betting/ 2020-10-21T06:48:44+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/10/sport-4518188_1920.jpg sport-4518188_1920 https://montaka.com/our-thoughts-on-the-ant-group-ipo/ 2020-10-18T07:20:56+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/10/ant-financial-750x500-1.jpg ant-financial-750x500 https://montaka.com/wp-content/uploads/2020/11/Picture2.png https://montaka.com/googling-through-alphabets-bag-of-bulging-businesses-part-ii/ 2020-10-15T08:16:36+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/10/ipad-605439_1920-1.jpg ipad-605439_1920 https://montaka.com/quarterly-update-q3-2020/ 2025-01-09T03:05:54+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/10/fernando-cferdo-tNDYN8jWyfM-unsplash-1-scaled-2.jpg fernando-cferdo-tNDYN8jWyfM-unsplash https://www.youtube.com/embed/30okAzY5LGc https://img.youtube.com/vi/30okAzY5LGc/hqdefault.jpg Quarterly Update: Q3 2020 In this quarterly update, Andrew Macken, Montaka's Chief Investment Officer touches upon a range of possible medium-term economic outcomes. He also shares a brief update on our current portfolio positioning. https://montaka.com/salesforce-compounding-as-a-service/ 2020-10-08T05:30:22+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/10/Salesforce.jpg https://montaka.com/wp-content/uploads/2020/10/Chart-1__ResizedImageWzYwMCwzOTJd-1.png https://montaka.com/why-do-good-things-happen-to-great-businesses/ 2020-10-05T09:54:39+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/10/Racing-scaled-1.jpg https://montaka.com/rea-group-is-winning-with-data/ 2020-10-01T10:00:58+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/10/blake-wheeler-zBHU08hdzhY-unsplash-scaled-2.jpg blake-wheeler-zBHU08hdzhY-unsplash https://montaka.com/wp-content/uploads/2020/11/8.png https://montaka.com/googling-through-alphabets-bag-of-bulging-businesses-part-i/ 2020-09-28T10:18:13+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/09/rajeshwar-bachu-K4txLik7pnY-unsplash-scaled-2.jpg rajeshwar-bachu-K4txLik7pnY-unsplash https://montaka.com/the-invisibility-of-risk/ 2020-09-25T10:42:28+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/09/roulette-1003120_640-1.jpg roulette-1003120_640 https://montaka.com/is-the-aussie-strong-or-the-greenback-weak/ 2020-09-22T10:58:31+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/09/australian-2874029_640-1.jpg australian-2874029_640 https://montaka.com/the-value-of-curation-in-online-marketplaces/ 2020-09-17T11:10:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/09/17Sept_Cover-1.jpg 17Sept_Cover https://montaka.com/part-2-winning-in-the-age-of-enterprise-digital-transformation/ 2020-09-14T11:33:07+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/09/20131006-Cover-Image-part-2-scaled-2.jpg Digital transformation technology strategy, digitization and digitalization of business processes and data, optimize and automate operations, customer service management, internet and cloud computing https://montaka.com/is-political-gridlock-in-americas-future/ 2020-09-14T11:23:13+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/09/15Sept_Cover-1.jpg 15Sept_Cover https://montaka.com/wp-content/uploads/2020/11/1-1.png https://montaka.com/microsoft-and-massive-cloud-markets/ 2020-09-10T13:04:38+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/09/Microsoft-Cover.jpg Microsoft-Cover Microsoft and cloud https://montaka.com/wp-content/uploads/2020/09/chart1-1.png https://montaka.com/picking-post-pandemic-winners-fund-manager-qa/ 2020-09-07T12:57:51+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/09/08Sep2020_Cover.jpg 08Sep2020_Cover https://montaka.com/apple-at-2-trillion/ 2020-09-03T12:54:42+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/09/3Sep2020_cover_apple.jpg 3Sep2020_cover_apple https://montaka.com/wp-content/uploads/2020/09/3Sep2020_chart1_apple_-1024x394.jpg https://montaka.com/the-evolution-of-montakas-strategy-suite/ 2020-09-02T12:52:10+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/09/iStock-494781419-3-scaled-1.jpg Manhattan Skyline NYC https://youtu.be/jyNptP-Hwvw https://montaka.com/wp-content/uploads/2020/09/iStock-494781419-3-scaled-1.jpg The evolution of Montaka's strategy suite Montaka’s business was born more than five years ago and since then, our strategy suite has expanded, as has the number of funds that investors can use to gain access to our three strategies catering to the unique preferences of our investor base. https://www.youtube.com/embed/jyNptP-Hwvw https://img.youtube.com/vi/jyNptP-Hwvw/hqdefault.jpg The evolution of Montaka's strategy suite Montaka’s business was born more than five years ago and since then, our strategy suite has expanded, as has the number of funds that investors can use to gain access to our three strategies catering to the unique preferences of our investor base. https://montaka.com/servicenow-mission-critical-with-no-competition/ 2020-08-30T13:09:18+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/08/ServiceNow-Cover-v2.jpg ServiceNow-Cover-v2 https://montaka.com/wp-content/uploads/2020/09/ServiceNow-Chart1-No-logo__ResizedImageWzkwMCw0MjBd.jpg https://montaka.com/standing-at-the-edge-of-a-secular-shift/ 2020-08-26T13:59:19+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/08/cloud-2570257_1920.jpg cloud-2570257_1920 https://montaka.com/wp-content/uploads/2020/09/25Aug2020-Chart1__ResizedImageWzgwMCw0MDhd.png https://montaka.com/scale-economics-shared-digitally/ 2020-08-24T14:19:22+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/08/25Aug2020Cover-scaled-1.jpg 25Aug2020Cover https://montaka.com/facebooks-e-commerce-initiative/ 2020-08-19T14:23:38+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/08/20Aug2020Cover.jpg 20Aug2020Cover https://montaka.com/part-1-winning-in-the-age-of-enterprise-digital-transformation/ 2020-08-18T14:27:37+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/08/Cover-Image-part-1-scaled-1.jpg Post Covid-19 world https://montaka.com/can-yeezy-bridge-the-gap/ 2020-08-16T14:33:56+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/08/17Aug2020Cover-scaled-1.jpg 17Aug2020Cover https://montaka.com/optum-a-hidden-gem-in-us-healthcare/ 2020-08-13T13:08:14+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/08/14Aug2020-cover-scaled-1.jpg 14Aug2020-cover https://montaka.com/wp-content/uploads/2020/09/14Aug2020-Chart1__ResizedImageWzgwMCw1MDRd.png https://montaka.com/is-the-sun-rising-or-setting-on-facebook/ 2020-08-10T13:14:12+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/08/10Aug2020-cover-scaled-1.jpg 10Aug2020-cover https://montaka.com/wp-content/uploads/2020/09/10Aug2020-Chart1-v2__ResizedImageWzc1Nyw1NDZd.png https://montaka.com/amazon-makes-money-everywhere/ 2020-08-07T13:47:43+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/08/07Aug2020-cover.jpg 07Aug2020-cover https://montaka.com/wp-content/uploads/2020/09/07Aug2020-chart1__ResizedImageWzg2NCw1MjBd.png https://montaka.com/the-simple-realities-of-governing-in-a-pandemic/ 2020-08-04T13:58:45+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/08/04Aug2020-cover-1-scaled-1.jpg 04Aug2020-cover https://montaka.com/liquidity-runs-dry/ 2020-07-29T14:08:31+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/07/30Jul2020-cover-scaled-1.jpg 30Jul2020-cover https://montaka.com/wp-content/uploads/2020/07/30Jul2020-chart1.png https://montaka.com/quarterly-update-q2-2020/ 2025-01-09T03:06:07+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/07/21Jul2020-cover-v2-scaled-1.jpg 21Jul2020-cover-v2 https://montaka.com/will-spotify-be-a-long-term-winner/ 2020-07-15T21:38:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/07/16Jul2020-cover.jpg 16Jul2020-cover https://montaka.com/wp-content/uploads/2020/07/16Jul2020-chart1__ResizedImageWzE1MTcsOTQ3XQ.png https://montaka.com/the-coffee-can-approach/ 2020-07-14T01:30:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/07/box-2479171_1920.jpg box-2479171_1920 https://montaka.com/central-banks-banking-governments/ 2020-07-09T01:02:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/07/09Jul2020-cover.jpg 09Jul2020-cover https://montaka.com/wp-content/uploads/2020/07/09Jul2020-chart1__ResizedImageWzcwMyw1MTNd.png https://montaka.com/compounding-the-cloud/ 2020-07-07T18:29:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/07/07Jul2020-cover.jpg 07Jul2020-cover https://montaka.com/wp-content/uploads/2020/07/07Jul2020-chart1__ResizedImageWzEwODksNDY4XQ.png https://montaka.com/montaka-five-years-on-reinforcing-our-approach/ 2020-07-02T19:28:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/07/03Jul2020-cover.jpg 03Jul2020-cover http://www.youtube.com/embed/8Ldv3C-dZnM https://montaka.com/wp-content/uploads/2020/07/03Jul2020-cover.jpg Montaka: Five years on - Reinforcing our approach It’s been five years since we launched our business, in partnership with our friends at Montgomery. And we wanted to take this opportunity to connect with you to reiterate our single clear goal in everything we do. And that is: to maximise the probability of achieving multi-decade compounding of your wealth, https://montaka.com/in-warrens-defence/ 2020-07-01T22:27:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/07/02Jul2020-cover-scaled-1.jpg 02Jul2020-cover https://montaka.com/wp-content/uploads/2020/07/02Jul2020-chart1__ResizedImageWzc3NSw0NDhd.png https://montaka.com/covid-implications-for-the-commercial-aviation-industry/ 2020-06-17T19:52:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/06/18Jun2020-cover-scaled-1.jpg 18Jun2020-cover https://montaka.com/digital-transformation-still-has-a-long-way-to-go/ 2020-06-15T20:36:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/06/16Jun2020-cover-scaled-1.jpg 16Jun2020-cover https://montaka.com/wp-content/uploads/2020/07/16Jun2020-chart2.png https://montaka.com/why-are-we-paying-taxes/ 2020-06-11T19:00:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/06/12Jun2020-cover.jpg 12Jun2020-cover https://montaka.com/beware-expensive-equity-raises/ 2020-06-09T02:21:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/06/9Jun2020-cover.jpg 9Jun2020-cover https://montaka.com/wp-content/uploads/2020/06/9Jun2020-chart2__ResizedImageWzg0MCw0NjRd.png https://montaka.com/a-troubled-train-manufacturer/ 2020-06-06T00:38:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/06/26Jun2020-cover-scaled-1.jpg 26Jun2020-cover https://montaka.com/wp-content/uploads/2020/07/26Jun2020-chart1__ResizedImageWzEwMDIsNTQ0XQ.png https://montaka.com/draining-an-ocean-of-liquidity/ 2020-06-03T21:05:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/06/4Jun2020-cover-scaled-1.jpg 4Jun2020-cover https://montaka.com/wp-content/uploads/2020/07/4Jun2020-chart1__ResizedImageWzMyNCwzMDRd.png https://montaka.com/why-shorting-pie-in-the-sky-is-dangerous/ 2020-06-02T17:37:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/06/3Jun2020-cover.jpg 3Jun2020-cover https://montaka.com/earnings-still-matter/ 2020-05-26T02:37:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/05/26May2020-cover.jpg 26May2020-cover https://montaka.com/wp-content/uploads/2020/07/26May2020-chart1__ResizedImageWzUzOSwyNTJd.png https://montaka.com/what-is-our-variant-perception-to-the-market/ 2020-05-21T22:24:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/05/22May2020-cover.jpg 22May2020-cover https://montaka.com/wp-content/uploads/2020/07/22May2020-chart1__ResizedImageWzc1MSw1ODZd.png https://montaka.com/can-a-cyclical-switch-catalyze-a-structural-shift/ 2020-05-19T02:38:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/05/19May2020-cover-scaled-1.jpg 19May2020-cover https://montaka.com/wp-content/uploads/2020/07/19May2020-chart1__ResizedImageWzM2NiwxNzdd.png https://montaka.com/when-counterfactuals-are-hidden-and-histories-alternative/ 2020-05-12T16:05:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/05/12May2020-cover.jpg 12May2020-cover https://montaka.com/all-you-need-to-know/ 2020-05-07T12:46:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/05/7May2020-cover-v2-scaled-1.jpg 7May2020-cover-v2 https://montaka.com/wp-content/uploads/2020/07/7May2020-chartnew__ResizedImageWzQ1NywyNTdd.jpg https://montaka.com/reporting-season-roundup/ 2020-05-05T11:57:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/05/1May2020-cover-scaled-1.jpg 1May2020-cover https://montaka.com/will-e-sports-have-its-covid-19-moment-too/ 2020-04-30T17:21:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/04/30Apr2020-cover-scaled-1.jpg 30Apr2020-cover https://montaka.com/the-problems-with-testing/ 2020-04-23T18:46:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/04/23Apr2020-cover.jpg 23Apr2020-cover https://montaka.com/wp-content/uploads/2020/07/23Apr2020-Chart1__ResizedImageWzcwNCwyMzhd.png https://montaka.com/are-equities-disconnected-from-the-real-economy/ 2020-04-21T15:51:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/04/21Apr2020-cover-scaled-1.jpg 21Apr2020-cover https://montaka.com/the-frankenstein-fed-is-not-saving-everyone/ 2020-04-17T15:53:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/04/16Apr2020-cover-scaled-1.jpg 16Apr2020-cover https://montaka.com/wp-content/uploads/2020/07/16Apr20-Chart1__ResizedImageWzMxNCwyODhd.png https://montaka.com/ad-dollars-follow-eyeballs-most-of-the-time/ 2020-04-14T14:32:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/04/14Apr20-Cover2-scaled-1.jpg 14Apr20-Cover2 https://montaka.com/wp-content/uploads/2020/07/14Apr20-Chart1__ResizedImageWzU1MywzNDBd.png https://montaka.com/aligned-incentives-or-dodgy-governance/ 2020-04-09T16:34:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/04/09Apr20-Cover-scaled-1.jpg 09Apr20-Cover https://montaka.com/exponential-growth-in-a-pandemic/ 2020-04-07T13:28:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/04/7Apr20-Cover.jpg 7Apr20-Cover https://montaka.com/wp-content/uploads/2020/07/07Apr2020-Chart1__ResizedImageWzcyMSw1MDld.png https://montaka.com/latest-update-on-our-global-portfolios-in-the-midst-of-covid-19/ 2020-04-02T14:32:23+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/04/2apr20-cover-scaled-1.jpg 2apr20-cover https://montaka.com/wp-content/uploads/2020/07/02Apr2020-Chart1__ResizedImageWzY0MCw1NjJd.png https://montaka.com/faqs-from-our-global-webinar/ 2020-04-01T10:29:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/04/question-mark-2492009_1920.jpg question-mark-2492009_1920 https://montaka.com/why-we-like-ping-an/ 2020-03-31T15:52:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/03/Ping-An-31Mar20202.jpg Ping-An-31Mar20202 https://montaka.com/wp-content/uploads/2020/07/chart1__ResizedImageWzc3NCwzMDZd.png https://montaka.com/recording-of-our-global-portfolio-update/ 2020-03-26T17:30:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/03/Webinar-Main-Screen-v2.jpg Webinar-Main-Screen-v2 https://montaka.com/insights-from-the-ms-tmt-conference/ 2020-03-10T09:17:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/03/MS-TMT.jpg https://montaka.com/coronavirus-correction/ 2020-03-04T15:39:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/03/coronavirus-4817450_1920.jpg coronavirus-4817450_1920 http://www.youtube.com/embed/nmn3Bg22HaE https://montaka.com/wp-content/uploads/2020/03/coronavirus-4817450_1920.jpg Coronavirus Correction In the wake of the latest news about the coronavirus cases and the sharp correction seen in global equities, Andrew Macken, Montaka's CIO addresses two key questions which are being posed by investors. Have a look at this special edition of Montaka's Spotlight series video to know more. https://montaka.com/blackstone-a-valuable-platform-of-satellites/ 2020-03-03T23:51:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/03/j-a-n-u-p-r-a-s-a-d-PdLKPt_XUkM-unsplash-scaled-1.jpg j-a-n-u-p-r-a-s-a-d-PdLKPt_XUkM-unsplash https://montaka.com/wp-content/uploads/2020/07/03Mar2020_Chart1__ResizedImageWzM3MSw3MDNd.png https://montaka.com/tam-linear-thinking-in-a-non-linear-world/ 2020-02-27T15:04:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/02/27Feb2020-Cover-scaled-1.jpg 27Feb2020-Cover https://montaka.com/wp-content/uploads/2020/07/27Feb2020-Chart1__ResizedImageWzkwMSw0MjJd.jpg https://montaka.com/the-importance-of-a-competitive-advantage-period/ 2020-02-25T15:09:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/02/1-1.jpg https://montaka.com/searching-for-alphabets-growth-engines/ 2020-02-20T16:06:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/02/20Feb2020-Cover.jpg 20Feb2020-Cover https://montaka.com/wp-content/uploads/2020/07/20Feb2020-Chart1__ResizedImageWzM5Niw0Njhd.png https://montaka.com/the-inequality-of-low-interest-rates/ 2020-02-18T16:23:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/02/18Feb2020-Cover-scaled-1.jpg 18Feb2020-Cover https://montaka.com/wp-content/uploads/2020/07/18Feb2020-Chart1.png https://montaka.com/what-is-your-edge/ 2020-02-14T10:32:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/02/14022020-Edge-Video-1.jpg 14022020-Edge-Video http://www.youtube.com/embed/sToSZS9xFf8 https://montaka.com/wp-content/uploads/2020/02/14022020-Edge-Video-1.jpg What is your edge? In this video, we discuss the different types of edges an investor can possess. The most valuable edge is an informational edge, where the investor has better or faster information than everyone else. https://montaka.com/what-might-be-the-economic-impact-of-the-coronavirus/ 2020-02-11T10:04:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/02/11022020_Coronoavirus-Cover-1.jpg 11022020_Coronoavirus-Cover https://montaka.com/obsessing-over-margins/ 2020-02-06T14:37:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/02/06022020-cover-scaled-2.jpg 06022020-cover https://montaka.com/wp-content/uploads/2020/07/06022020-chart1.jpg https://montaka.com/parcel-delivery-a-rock-and-a-hard-place/ 2020-02-04T13:05:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/02/04022020-Cover-scaled-2.jpg 04022020-Cover https://montaka.com/can-dr-copper-catch-a-virus/ 2020-01-30T14:16:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/01/30Jan2020-Cover-1.jpg 30Jan2020-Cover https://montaka.com/wp-content/uploads/2020/07/30012020-chart1__ResizedImageWzczOSwzOTBd.png https://montaka.com/roll-ups-and-value-creation/ 2020-01-28T16:41:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/01/Montaka-1.jpg https://montaka.com/limits-on-growth/ 2020-01-23T19:18:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/01/1-1.jpg https://montaka.com/wp-content/uploads/2020/07/23Jun2020-chart1__ResizedImageWzg0MCwzNjZd.png https://montaka.com/does-valuation-not-matter-for-high-quality-businesses/ 2020-01-23T11:44:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/01/2-1.jpg https://montaka.com/wp-content/uploads/2020/07/DH6_4892_George_LowRes-300x450-150x150.jpg https://montaka.com/realreal-inc-a-deep-dive-on-a-recent-controversial-ipo/ 2020-01-21T13:57:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/01/3-1.jpg https://montaka.com/quarterly-update-q4-2019/ 2025-01-09T03:06:18+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/01/4-1.jpg http://www.youtube.com/embed/V2Bobdvbzqo https://montaka.com/wp-content/uploads/2020/01/4-1.jpg Quarterly Update: Q4 2019 To gain more insights about the last quarter of 2019 as well as the year gone by, please have a look at this video featuring Andrew Macken, Montaka's Chief Investment Officer. https://montaka.com/sohn-hearts-minds-conference-2019-montaka-presentation/ 2020-01-13T09:42:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/01/5-1.jpg http://www.youtube.com/embed/951H11yqz58 https://montaka.com/wp-content/uploads/2020/01/5-1.jpg Sohn Hearts & Minds Conference 2019 – Montaka Presentation Montaka CIO Andrew Macken and co-PM Chris Demasi presented at the Sohn Hearts & Minds conference 2019 held in Sydney. Have a look at this video in which they share two stock ideas. https://montaka.com/video-whats-google-search-worth-to-you/ 2020-01-09T15:16:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/01/6-1.jpg https://montaka.com/wp-content/uploads/2020/07/1_ADN_coat_filter_edited-1-e1526872111565-768x915-150x150.jpg http://www.youtube.com/embed/e9dT8161iGU https://montaka.com/wp-content/uploads/2020/01/6-1.jpg Video: What’s Google Search Worth to You? Given nearly all productive functionality on the internet is provided for free to the public in exchange for being advertised to, it is a fascinating question to consider what those web based services are actually worth to an individual if they were made to pay for them. https://montaka.com/the-brexit-saga-continues/ 2020-01-07T13:03:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/01/7-1.jpg https://montaka.com/wp-content/uploads/2020/07/08012020chart1__ResizedImageWzU0OCw0MjZd.png https://montaka.com/australia-first-germany-next/ 2019-12-30T14:18:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2019/12/8.jpg https://montaka.com/wp-content/uploads/2020/07/02012020-chart-1-v2__ResizedImageWzYyNSw0OTdd.png https://montaka.com/clothing-as-a-service/ 2019-12-30T13:33:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2019/12/9.jpg https://montaka.com/wp-content/uploads/2020/07/30122019-Chart1__ResizedImageWzUyMywyMThd.jpg https://montaka.com/low-rates-assets-inflate-whitepaper-summary/ 2019-12-27T00:49:00+00:00 weekly 0.8 https://www.youtube.com/embed/zl7SGiysYmI https://img.youtube.com/vi/zl7SGiysYmI/hqdefault.jpg Low Rates, Assets Inflate: Whitepaper Summary Watch Andrew Macken, Montaka CIO, summarize both the parts of the whitepaper in this short video. https://montaka.com/part-2-of-2-low-rates-assets-inflate/ 2019-12-24T14:38:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2019/12/10.jpg https://montaka.com/economics-of-a-broadcaster-sunk-or-variable/ 2019-12-20T15:57:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2019/12/11.jpg https://montaka.com/wp-content/uploads/2020/07/20122019graph1.png https://montaka.com/merry-christmas-and-happy-holidays-2/ 2019-12-18T09:57:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2019/12/12.jpg https://montaka.com/wp-content/uploads/2020/07/18122019graph1__ResizedImageWzU0NCwzMjZd.png https://montaka.com/amazon-logistics-is-the-companys-next-big-disruptor/ 2019-12-13T16:16:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2019/12/13.jpg https://montaka.com/wp-content/uploads/2020/07/13122019-Graph1__ResizedImageWzY1NCw0MDdd.png https://montaka.com/tidbits-from-the-world-of-retail/ 2019-12-10T14:56:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2019/12/14.jpg https://montaka.com/wp-content/uploads/2020/07/DH6_4892_George_LowRes-300x450-150x150.jpg https://montaka.com/the-big-business-of-coffee/ 2019-12-05T11:23:44+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2019/12/15.jpg https://montaka.com/wp-content/uploads/2020/07/05122019-Chart-1__ResizedImageWzYzMywyMjRd.png https://montaka.com/the-shift-away-from-a-contrarian-mindset/ 2019-12-05T10:48:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2019/12/16.jpg https://montaka.com/sohn-hearts-minds-conference-2019-montakas-andrew-macken-chris-demasi/ 2019-12-04T16:19:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2019/12/17.jpg https://montaka.com/part-1-low-rates-assets-inflate/ 2019-11-29T11:51:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2019/11/18.jpg https://montaka.com/a-follow-up-to-apples-services-strategy/ 2019-11-21T17:01:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2019/11/19.jpg https://montaka.com/wp-content/uploads/2020/07/DH5_2155-1-150x150.jpg https://montaka.com/bond-ratings-firms-throwing-softballs/ 2019-11-13T11:24:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2019/11/20.jpg https://montaka.com/wp-content/uploads/2020/07/graph-2019.png https://montaka.com/the-power-of-compounding-when-rates-are-low/ 2019-11-06T04:42:28+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2019/11/21.jpg https://montaka.com/wp-content/uploads/2020/07/Screen-Shot-2015-11-11-at-12.08.48-pm1.png Screen Shot 2015-11-11 at 12.08.48 pm https://montaka.com/4415-2/ 2019-11-01T05:23:13+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2019/11/22.jpg https://montaka.com/wp-content/uploads/2019/11/01112019-image1.png https://montaka.com/the-long-term-history-of-long-term-interest-rates/ 2019-10-28T01:26:30+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2019/10/2.jpg https://montaka.com/wp-content/uploads/2020/07/28102019-image1.png https://montaka.com/are-stock-valuations-naturally-biased-upwards/ 2019-10-24T05:04:58+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2019/10/3.jpg https://montaka.com/wp-content/uploads/2020/07/DH5_2155.jpg DH5_2155 https://montaka.com/chinas-censorship-anaconda-awakens/ 2019-10-22T00:48:06+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2019/10/4.jpg https://montaka.com/wp-content/uploads/2020/07/DH7_2632-1.jpg https://montaka.com/chris-demasi-on-growth-volatility/ 2019-10-15T02:10:47+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2019/10/23.jpg https://montaka.com/in-the-midst-of-an-historic-reallocation/ 2019-10-11T00:36:59+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2019/10/24.jpg https://montaka.com/wp-content/uploads/2020/07/11102019chart1.png https://montaka.com/should-the-australian-government-actually-be-increasing-its-debt/ 2019-10-09T02:24:41+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2019/10/5.jpg https://montaka.com/wp-content/uploads/2020/07/Screen-Shot-2015-11-11-at-12.08.48-pm1.png Screen Shot 2015-11-11 at 12.08.48 pm https://montaka.com/look-for-businesses-that-get-more-than-their-fair-share/ 2019-10-04T01:48:25+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2019/10/25.jpg https://montaka.com/wp-content/uploads/2020/07/03102019_chart1.png https://montaka.com/can-high-profit-margins-hurt/ 2019-09-29T23:15:45+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2019/09/6.jpg https://montaka.com/wp-content/uploads/2020/07/30092019-Chart1.png https://montaka.com/apples-services-strategy-is-falling-into-place/ 2019-09-25T23:15:50+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2019/09/7.jpg https://montaka.com/wp-content/uploads/2020/07/DH5_2155.jpg DH5_2155 https://montaka.com/4345-2/ 2019-09-24T02:35:20+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2019/09/8.jpg https://montaka.com/wp-content/uploads/2020/07/24092019_Chart1.png https://montaka.com/when-is-the-top-of-the-cycle-really-the-top/ 2019-09-17T00:44:10+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2019/09/9.jpg https://montaka.com/wp-content/uploads/2020/07/DH7_2632-1.jpg https://montaka.com/our-take-on-the-current-market-volatility/ 2019-09-13T00:23:31+00:00 weekly 0.8 https://www.youtube.com/embed/mIqC8ClXiO8 https://img.youtube.com/vi/mIqC8ClXiO8/hqdefault.jpg Our take on the current market volatility Commsec's Tom Piotrowski interviews our Chief Investment Officer, Andrew Macken, about the current market volatility. Andrew shares his analysis of the current economic scenario in the wake of Brexit, US-China relations and various other macro economic factors. Have a look at the video now to gain some valuable https://montaka.com/is-peloton-an-apple/ 2019-09-09T23:15:16+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2019/09/10.png https://montaka.com/wp-content/uploads/2020/07/DH5_2155.jpg DH5_2155 https://montaka.com/as-the-range-gets-wider-investing-gets-harder/ 2019-09-06T00:10:34+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2019/09/11.png https://montaka.com/wp-content/uploads/2020/07/1_Screen-Shot-2015-11-11-at-12.08.48-pm-129x150.png Screen Shot 2015-11-11 at 12.08.48 pm https://montaka.com/customers-dont-grow-on-trees/ 2019-09-03T03:14:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2019/09/12.png https://montaka.com/wp-content/uploads/2020/07/1_DH6_4892_George_LowRes-150x150.jpg https://montaka.com/a-little-bit-of-our-own-auditing/ 2019-08-30T00:00:52+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2019/08/13.jpg https://montaka.com/wp-content/uploads/2020/07/30182019_Picture1NEW.png https://montaka.com/why-short-assertions-lack-the-gravitas-they-used-to-possess/ 2019-08-27T04:00:39+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2019/08/1-1.png https://montaka.com/complete-rubbish-the-fascinating-world-of-waste/ 2019-08-22T23:00:42+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2019/08/14.png https://montaka.com/wp-content/uploads/2020/07/23082019_Picture1.png https://montaka.com/beware-when-the-auditor-says-no-thanks/ 2019-08-20T04:38:41+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2019/08/15.jpg https://montaka.com/wp-content/uploads/2020/07/Screen-Shot-2019-08-20-at-2.39.03-pm.png https://montaka.com/new-media-tries-to-buy-time-at-a-high-cost/ 2019-08-16T00:07:51+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2019/08/16.jpg https://montaka.com/wp-content/uploads/2020/07/Screen-Shot-2019-08-16-at-10.00.55-am.png https://montaka.com/re-thinking-growth/ 2019-08-13T02:37:42+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2019/08/17.jpeg https://montaka.com/wp-content/uploads/2020/07/Screen-Shot-2019-08-13-at-12.26.23-pm.png https://montaka.com/the-yield-paradox/ 2019-08-09T00:00:12+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2019/08/18.jpg https://montaka.com/wp-content/uploads/2020/07/Screen-Shot-2019-08-07-at-8.57.18-am.png https://montaka.com/aussie-property-bulls-are-back/ 2019-08-05T22:39:26+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/07/1_Screen-Shot-2015-11-11-at-12.08.48-pm-129x150.png Screen Shot 2015-11-11 at 12.08.48 pm https://montaka.com/airbus-flying-past-a-grounded-boeing/ 2019-08-02T00:02:16+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2019/08/19.jpg https://montaka.com/wp-content/uploads/2020/07/Screen-Shot-2019-08-02-at-9.57.15-am.png https://www.youtube.com/embed/46InmJexzYg https://img.youtube.com/vi/46InmJexzYg/hqdefault.jpg Airbus Flying Past a Grounded Boeing Latest reports from the two leading aircraft producers suggest Airbus is on track to stroll past Boeing this year and become the largest plane maker for the first time in 8 years. The ongoing 737 MAX crisis has lasted four months, already longer than Boeing or any of its stakeholders anticipated. Boeing’s second https://montaka.com/netflixs-moment-of-truth/ 2019-07-30T04:37:39+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2019/07/18.jpeg https://montaka.com/wp-content/uploads/2020/07/DH5_2155.jpg DH5_2155 https://montaka.com/an-update-on-our-montaka-strategy/ 2019-07-26T00:00:22+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2019/07/20.jpg https://montaka.com/sorry-to-burst-your-healthcare-bubble/ 2019-07-22T23:20:20+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2019/07/21.jpeg https://montaka.com/wp-content/uploads/2020/07/Screen-Shot-2019-07-23-at-9.17.47-am.png https://montaka.com/europes-only-hope/ 2019-07-19T05:00:01+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2019/07/22.jpeg https://montaka.com/wp-content/uploads/2020/07/Screen-Shot-2019-07-19-at-2.56.26-pm.png https://montaka.com/which-music-streaming-service-is-growing-the-fastest/ 2019-07-12T01:55:46+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2019/07/23.jpg https://montaka.com/wp-content/uploads/2020/07/Screen-Shot-2019-07-12-at-9.39.15-am-1024x746.png Screen Shot 2019-07-12 at 9.39.15 am https://montaka.com/is-trump-winning-the-trade-war/ 2019-07-10T23:23:37+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2019/07/24.jpeg https://montaka.com/wp-content/uploads/2020/07/DH5_2155.jpg DH5_2155 https://montaka.com/a-new-paradigm-in-book-retail-or-destined-to-repeat-history/ 2019-07-07T23:54:44+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2019/07/25.jpeg https://montaka.com/wp-content/uploads/2020/07/ADN_coat_filter_edited-1-e1526872111565.jpg https://montaka.com/the-investing-world-has-changed-again/ 2019-07-01T20:00:28+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2019/07/26.jpg https://montaka.com/wp-content/uploads/2020/07/02072019_Chart1.png https://montaka.com/the-contentious-state-of-us-china-relations/ 2019-06-27T20:00:59+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2019/06/27.jpg https://montaka.com/wp-content/uploads/2020/07/DH5_2155.jpg DH5_2155 https://montaka.com/whats-oup-at-campbells/ 2019-06-24T20:00:41+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2019/06/28.png https://montaka.com/wp-content/uploads/2020/07/24062019_Picture1.png https://montaka.com/dont-be-the-greater-fool/ 2019-06-20T20:00:54+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2019/06/29.jpeg https://montaka.com/wp-content/uploads/2020/07/19062019_Chart1.png https://montaka.com/trade-war-how-did-we-get-here/ 2019-06-17T22:00:48+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2019/06/30.jpeg https://montaka.com/wp-content/uploads/2020/07/Screen-Shot-2019-06-11-at-4.00.13-pm.png https://montaka.com/does-australia-control-its-destiny/ 2019-06-14T00:00:04+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/07/1_Screen-Shot-2015-11-11-at-12.08.48-pm-129x150.png Screen Shot 2015-11-11 at 12.08.48 pm https://montaka.com/whos-selling-you-that-stock/ 2019-06-11T00:00:52+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/07/DH6_4892_George_LowRes.jpg DH6_4892_George_LowRes https://montaka.com/when-worlds-collide/ 2019-06-07T00:00:25+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/07/1_Screen-Shot-2015-11-11-at-12.08.48-pm-129x150.png Screen Shot 2015-11-11 at 12.08.48 pm https://montaka.com/digging-deeper-into-iron-ore/ 2019-06-04T00:00:21+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/07/Screen-Shot-2019-06-03-at-12.27.43-pm.png https://montaka.com/a-deep-dive-into-chinese-cemeteries/ 2019-05-30T23:29:11+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/07/Screen-Shot-2019-05-31-at-9.21.51-am.png https://montaka.com/weve-reduced-our-global-portfolio-exposure/ 2019-05-27T23:00:43+00:00 weekly 0.8 https://montaka.com/ipo-investing-mind-the-gaap/ 2019-05-24T06:29:44+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/07/Screen-Shot-2019-05-24-at-4.27.38-pm.png https://montaka.com/as-democracies-fragment-autocracies-strengthen/ 2019-05-20T23:47:30+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/07/Screen-Shot-2019-05-21-at-9.38.18-am.png https://montaka.com/beware-of-network-effects/ 2019-05-17T03:23:33+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/07/Screen-Shot-2019-05-17-at-1.14.00-pm.png https://montaka.com/cruise-lines-smooth-sailing-or-heading-for-an-iceberg/ 2019-05-13T23:55:04+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/07/Screen-Shot-2019-05-14-at-9.39.02-am.png https://montaka.com/three-trillion-dollar-tech-giants-walk-into-an-earnings-season/ 2019-05-10T04:39:58+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/07/Screen-Shot-2019-05-10-at-2.31.19-pm.png https://montaka.com/apples-healthcare-opportunity-part-2/ 2019-05-07T22:56:19+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/07/Screen-Shot-2019-05-08-at-8.51.36-am.png https://montaka.com/boeing-failures-illuminate-greater-software-challenge/ 2019-05-03T03:27:31+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/07/DH7_2632-1.jpg https://montaka.com/transcending-advertising/ 2019-04-30T05:59:58+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/07/DH6_4892_George_LowRes.jpg DH6_4892_George_LowRes https://montaka.com/the-cresting-u-s-tax-tailwind/ 2019-04-25T23:25:28+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/07/Screen-Shot-2019-04-26-at-9.14.01-am.png https://montaka.com/adding-to-the-longshort-equation/ 2019-04-22T23:33:00+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/07/Picture1-1.png https://montaka.com/how-do-we-get-to-our-net-part-ii/ 2019-04-16T02:19:15+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/07/Screen-Shot-2019-04-16-at-12.13.22-pm.png https://montaka.com/apples-healthcare-opportunity-part-1/ 2019-04-10T05:47:06+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/07/DH5_2155.jpg DH5_2155 https://montaka.com/how-do-we-get-to-our-net-part-i/ 2019-04-08T05:08:02+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/07/Screen-Shot-2019-04-08-at-3.02.44-pm.png https://montaka.com/wechat-is-no-facebook/ 2019-04-01T22:12:19+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/07/DH6_4892_George_LowRes.jpg DH6_4892_George_LowRes https://montaka.com/the-mathematics-of-longshort/ 2019-03-29T03:02:26+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/07/1_Screen-Shot-2015-11-13-at-2.17.11-pm-150x150.png https://montaka.com/power-to-the-us-consumer/ 2019-03-27T04:46:09+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/07/Screen-Shot-2019-03-27-at-3.41.55-pm.png https://montaka.com/fed-goes-full-reversal/ 2019-03-21T23:36:46+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/07/Screen-Shot-2019-03-22-at-10.30.40-am.png https://montaka.com/more-than-money-lessons-from-the-premier-league/ 2019-03-19T04:19:57+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/07/Screen-Shot-2019-03-19-at-3.15.25-pm.png https://montaka.com/who-profits-from-online-groceries/ 2019-03-18T01:49:18+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/07/1_Screen-Shot-2015-11-11-at-12.08.48-pm-129x150.png Screen Shot 2015-11-11 at 12.08.48 pm https://montaka.com/the-uncertainty-of-investing/ 2019-03-11T22:28:33+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/07/DH6_4892_George_LowRes.jpg DH6_4892_George_LowRes https://montaka.com/deciphering-artificial-intelligence-and-machine-learning/ 2019-03-07T22:14:06+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/07/Screen-Shot-2019-03-08-at-9.10.54-am.png https://montaka.com/around-the-world-in-six-charts/ 2019-03-05T00:55:49+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/07/Screen-Shot-2019-03-05-at-11.49.56-am.png https://montaka.com/what-does-a-trade-war-win-look-like/ 2019-02-28T23:47:24+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/07/DH5_2155.jpg DH5_2155 https://montaka.com/montakas-andrew-macken-the-short-seller-taking-on-buffetts-inevitables/ 2019-02-26T03:52:44+00:00 weekly 0.8 https://montaka.com/kraft-heinz-is-a-warning-to-not-always-invest-like-warren-buffett/ 2019-02-25T21:48:35+00:00 weekly 0.8 https://montaka.com/digging-deeper/ 2019-02-22T00:08:42+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/07/DH6_4892_George_LowRes.jpg DH6_4892_George_LowRes https://montaka.com/the-economics-of-a-change-in-government/ 2019-02-19T05:27:32+00:00 weekly 0.8 https://montaka.com/wp-content/uploads/2020/07/1_Screen-Shot-2015-11-11-at-12.08.48-pm-129x150.png Screen Shot 2015-11-11 at 12.08.48 pm https://montaka.com/hearts-minds-investments-montakas-best-idea-and-why/ 2019-02-14T23:50:01+00:00 weekly 0.8 https://montaka.com/spotify-the-audio-aggregator/ 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