Are we experiencing an intelligence revolution?
Are we on the edge of a mind-expanding leap in human potential? From cell-based bots to brain-machine interfaces, the future is unfolding fast.
Investing Like Chris Hohn: Focus on Intrinsic Value, Not Market Noise
Legendary investor Chris Hohn explains why Moody’s, with 10% annual sales growth over 100 years, shows the power of holding great businesses long term.
Why Competitive Advantages Matter – And How Flywheels Make Them Stronger
How do companies like Spotify and Blackstone dominate their industries? Montaka’s “flywheel” model reveals the self-reinforcing cycles that strengthen competitive advantages—and how investors can spot them early.
Update from the PMs – July 2025
As Montaka marks its 10-year anniversary, we reflect on the enduring value of flywheel businesses—those that share economics with customers to drive compounding growth.
Update from the PMs – June 2025
Despite volatility driven by US tariff uncertainty, we remain focused on long-term opportunities—from the rise of alternative asset managers targeting retirement funds to the transformative power of AI coding agents.
Revolutionary ‘coding agents’ are creating even more upside for big tech
When Andrew Macken asked an AI coding agent to recreate his app in minutes—for free—he realized software development will never be the same. From Alphabet to Meta, companies are already using AI to cut costs and accelerate innovation. Here’s what investors need to know…
Update from the PMs – May 2025
As Q1 earnings roll in, Montaka highlights how its portfolio companies are thriving despite tariff tensions and market volatility—focusing on long-term growth, strategic resilience, and the transformative potential of AI.
The Defining Word of the Trade War is ‘Inequality’ not ‘Tariff’
Wealth inequality—not tariffs—is the real force behind Trump’s trade war. Learn how global demand imbalances shape trade conflicts.
Update from the PMs – April 2025
It’s been an extraordinary few weeks. While US equities fell sharply, European equities were booming (at least, prior to Trump’s sweeping tariff announcements).
5 reasons why Europe’s stock rally may not live up to expectations
Europe’s stock rally faces headwinds: weak ROEs, overregulation, aging demographics, security risks, and political fragmentation. Short-term fiscal boosts may not offset long-term challenges.
