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.
Podcast | Amazon’s Robotic Revolution
From redefining productivity to unlocking $3.7 trillion in annual labor savings, Andy & Amit break down how businesses like Salesforce, ServiceNow, and Google are leading the charge—and why this is just the beginning.
Podcast | Amazon’s Robotic Revolution
Unpack Amazon’s hidden flywheel: its robotics revolution. From 5-storey fulfillment centers the size of 55 football fields to AI-powered sorting and packing.
Podcast | Why the Best Companies Aren’t as Expensive as They Seem
Chris and Andy break down why companies like Meta, Amazon, and Blackstone may not be as expensive as they appear. By diving into R&D spending, capital intensity, and cyclicality, they reveal how traditional valuation metrics can be misleading.
The Flywheels Driving Amazon’s Dominance | Podcast
This podcast breaks down the five key “flywheels” that drive Amazon’s success. Each flywheel, from e-commerce to digital advertising, plays a crucial role in creating a self-reinforcing cycle of growth. By continuously enhancing customer experience, optimizing logistics, and leveraging data, Amazon strengthens its competitive advantages and maintains its position as a global leader.