LVMH | Montaka’s 5-Pillar Thesis
LVMH is an attractive long-term investment opportunity, thanks to its strong position in the growing high-end luxury market, its customer base’s resilience to economic cycles, and what we perceive as current undervaluation by the market. View the investment thesis video here.
The biggest surprise in US earnings
Insights from the recent US earnings season, discussing 9 companies that delivered solid results but faced muted stock price reactions. Discover Montaka’s latest addition and investment thesis.
Quarterly Letter: Q1 2024
Our strong performance continued into Q1 2024, supported by resilient US economic data and promising growth in key sectors, particularly technology and finance. With strategic additions to our portfolio, including AMD and Kyndryl Holdings, we remain optimistic about substantial long-term growth opportunities, as we navigate the unpredictable US political landscape.
Six reasons LVMH will keep compounding for decades to come
Explore the six compelling reasons why LVMH, the world’s leader in luxury with iconic brands like Louis Vuitton and Dior, is well-positioned to benefit from powerful structural tailwinds and continue its impressive earnings growth for decades to come.
5 exciting areas of investment opportunity in 2024
Explore five key investment opportunities for 2024 and beyond, including winners in alternative assets, a luxury giant thriving in a shifting market, AI innovators, mission-critical financial service platforms, and the pivotal role of digital marketing gatekeepers in driving business revenue growth.
Quarterly Letter: Q4 2023
Explore the insights and strategic moves that shaped Montaka’s investment approach in the extraordinary year of 2023. From the surprising stock market dynamics to the focus on ‘compounder’ businesses and high-potential investment areas, join Montaka’s journey through the December Quarterly Letter.
