Sun, Sand, and Stocks: Montaka’s Summer Investing Guide
Instead of letting valuable insights slip away with the tide, dive into this curated collection of 3 thought-provoking essays, 2 insightful book recommendations, and our most important podcast of 2024.
KKR: The Berkshire Hathaway of Private Equity?
Explore how KKR is evolving into the ‘Berkshire Hathaway’ of private equity by adopting long-term investment strategies and simplifying financial reporting. Learn the similarities in their business models and future growth opportunities.
6 reasons why Blackstone shares are massively undervalued
Discover 6 little-known reasons why Blackstone, the leading alternative asset manager, is massively undervalued, including its data advantages, diversification, and industry-leading position.
Montaka’s sizzling ‘Summer Reads’ of 2023
Explore portfolio perspectives, stock insights and landmark white papers on major investment themes. Elevate your investment knowledge for a successful 2024.
ServiceNow: Should this AI winner be the Magnificent 8th?
ServiceNow operates as the backbone of enterprise IT infrastructure. With its AI-centric approach and unmatched data capabilities, it’s positioned for exponential growth. Discover how this structural growth story can redefine enterprise operations.
Investing in platforms: How to tell the difference between a platform goldmine and a value-destroying ‘trapdoor’
Uncover the secrets to identifying genuine platform businesses and avoiding value-sapping ‘trapdoors’ in the investment realm. Learn the hallmarks of real platform goldmines, how network effects play a pivotal role, and why some companies claiming to be platforms might be deceiving. Navigate the complex world of investments with Montaka’s expert insights.
5 reasons to buy alternatives giant KKR for your portfolio
From the enormous opportunity to further penetrate massive new markets like insurance and private wealth, leverage its scale advantage in Asia, or the potential for a valuation re-rating with smoother earnings streams, the future is full of extraordinary opportunities for KKR. With the stock undervalued, investors have a window of opportunity.
Monocle’s 5 most important articles
From misunderstood valuation multiples, to winning portfolio construction and investment cultures, and some of our top investment themes. These articles were some of our most read and shared last year – and we believe they hold important lessons for how to navigate the year ahead.