KKR unveiled | A Deep Dive into a Global Alternative Assets Powerhouse

KKR stock thesis by Montaka

This video presentation breaks down KKR’s compelling investment thesis, revealing massive growth potential in alternative assets. Learn how this global investment platform is positioned to capture trillion-dollar opportunities across Asia, insurance, and retail wealth channels.

Downfall? 6 vital questions on Meta’s future

Meta: buy sell hold

Montaka CIO, Andrew Macken shares why he believes there is a strong likelihood that Meta will significantly outperform the very low expectations that are currently embedded in Meta’s stock price.

The case for investment optimism: 4 tech advancements that will underpin long-term returns (and the 3 stocks you need to profit from them)

With so much bad news abound, it can be difficult to see any light amidst the economic darkness. But in engineering labs all around the world, extraordinary advancements in technology are being made. In the not-too-distant future, the economic cycle will turn, and the market’s myopia will fade. And when it does, the new market opportunities unlocked by today’s technological advancements will come into focus.

4 reasons why Spotify shares are set for a star revival

Spotify cover image Montaka GLobal

Bargain hunters alert! Spotify shares have fallen 75% from their peak in 2021. Should you panic? We don’t think so. Here are 4 key reasons why Spotify can materially increase its earning power in future years and why the stock is way undervalued in our opinion.

Are Alibaba shares oversold?

Alibaba and why its such a compelling buy

We do not argue that investing in China isn’t ‘risky’ per-se, but rather, investors are likely to be well-compensated for taking those risks. Looking at Alibaba, the reward to risk ratio is particularly strong making it a compelling investment opportunity.

The Great Australian Internet Startup: REA Group

real estate

REA Group holds one of the most privileged positions in real estate sector in the world. Within its home market of Australia, ~65% of the adult population visit the realestate.com.au website every month, a number that keeps growing!