Ignore political noise, America is still best bet for investors
In their own way, Macken and Demasi are repeating their version of Buffett’s argument that the structural forces for growth and innovation behind the success of the US are too ingrained in the system to be stuffed up by whichever group of politicians happens to be in Washington.
Looks can be deceiving: Why equities are more attractive than they appear
By adjusting for outlier companies and considering R&D spending’s impact on earnings, a clearer picture of equity value emerges, challenging the ‘expensive equities’ narrative.
When you factor in R&D, innovator stocks like Amazon and Meta are still on sale
Discover how high R&D spending can make innovative companies like Meta and Amazon appear more expensive than they are. Learn about the ‘Raise & Distort’ effect and why these stocks might still be on sale.
The dangers of simple ‘rule of thumb’ PE valuations in today’s market
Ever wondered if a stock trading at 25x is overvalued? Think again! We dive deep into ‘first principles’ thinking to reveal why some of the world’s best companies might actually be undervalued even at high multiples.
Up 30% in a quarter? The mindset needed to successfully invest in transformational stocks
Investors in transformative businesses such as Amazon, Tencent and Meta, need to be prepared for the inherently uneven ‘lumpy’ returns of these businesses.
How we uncovered a little-known IBM spinoff gem: Kyndryl Holdings
Our focus on high-quality investments led us to Kyndryl Holdings, a spin-off from IBM. Despite its initial challenges, Kyndryl’s shift from unprofitable legacy contracts to profitable new ones presents a unique opportunity.
The biggest surprise in US earnings
Insights from the recent US earnings season, discussing 9 companies that delivered solid results but faced muted stock price reactions. Discover Montaka’s latest addition and investment thesis.
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 navigate the unpredictable US political landscape.
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.
3 stocks set for ‘takeoff’
As the year wraps up amidst economic puzzles and geopolitical conflicts, a unique investment window is opening up. Despite cautious sentiments, three standout stocks, S&P Global, KKR, and Spotify, are on the brink of ‘takeoff.’ This article unveils the untapped potential and growth narratives propelling these stocks beyond current market expectations.
