Quarterly Letter: Q2 2023
In the first half of 2023, the economy, stock market, and Montaka’s portfolio have exceeded expectations. The portfolio’s appreciation led to questions about selling top performers, but we remain steadfast. Read on for insights on resilient stocks, our strategic holdings, and future outlook.
6 Questions: Why we also hold ‘outlier’ stocks like Spotify in our portfolio
Chris shares Montaka’s investment approach, where our portfolio is anchored by both ‘compounder’ stalwarts like Microsoft, and promising ‘outliers’, exemplified by Spotify. Discover how these distinct stock types contribute to Montaka’s forward-looking strategy.
Where to from here after this year’s big rally?
While stock prices of some of the world’s best companies are up a lot this year, they are only just getting back to where they were at the beginning of last year. Don’t be tempted to sell your big tech stocks just yet—this article explains why the recent rally is just the beginning of an extraordinary journey for these companies and their investors.
Quarterly Letter: Q1 2023
As the saying goes: there are decades where little happens, and there are weeks where decades happen. The weeks of Q1 2023 fell squarely into the latter category. Our letter reflects on the consequences of the rapid monetary tightening, the recent collapse of banks and declining retail spending. The letter also discusses the launch of OpenAI’s latest AI model, GPT-4.