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.
Up 100%: 4 reasons why Spotify’s share price resurrection will continue
Spotify’s stock is experiencing a remarkable resurgence, and this article unveils the four key factors driving its continued success. From data-driven innovation to untapped pricing potential, Spotify’s future looks promising.
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.
Why short-termism is both a travesty and an opportunity
Graham Hand, editor at Firstlinks interviews Chris and discuss investor’s short-term outlook. On any given day, whether the stockmarket rises or falls is a coin toss, but stay invested for 10 years and the odds are excellent. It’s at times of market selloffs that opportunities present for long-term investors.
Why Amazon should top your ‘bear-market bargain’ list
The current slump suggests the market believes Amazon’s future isn’t too bright but we share 3 key reasons why these prices represent a rare buying opportunity in Amazon.
Market correction: Don’t panic. Act like a business owner.
Thinking of selling in this correction? Don’t. Act like a business owner instead. The pressure in today’s market environment is immense, and it can be tempting for investors to throw in the towel and sell even the best companies when their measure of success is short-term share price movements. Don’t commit this big and costly mistake.
Bullwhip effect: Why big tech’s woes are temporary (and their shares an extraordinary buying opportunity)
The real reason why investors are wrong to be spooked by big tech earnings. Since their 2021 peaks, the share prices of the world’s largest technology companies have recorded massive declines. Many investors, are thinking about offloading these stocks but the silver lining is that the pain is very likely only temporary.
Stock in Focus: The hidden reason Meta (Facebook) is a screaming buy
For a business of this quality, with large, tangible, high-probability growth prospects, this is a highly compelling opportunity for any global investor to consider.
