Why Spotify keeps smashing expectations: 4 reasons behind their success
Spotify’s trajectory is the perfect example of a flywheel business. A year ago, we could appreciate it spinning a little faster, benefiting all stakeholders. But as flywheels do, it has only accelerated from there.
When you factor in R&D, innovator stocks like Amazon and Meta are still on sale
Discover how high R&D spending can make innovative companies like Meta and Amazon appear more expensive than they are. Learn about the ‘Raise & Distort’ effect and why these stocks might still be on sale.
The dangers of simple ‘rule of thumb’ PE valuations in today’s market
Ever wondered if a stock trading at 25x is overvalued? Think again! We dive deep into ‘first principles’ thinking to reveal why some of the world’s best companies might actually be undervalued even at high multiples.
3 stocks winning from the enterprise software ‘Revolution’
The enterprise software market is booming with $5.1 trillion in IT spending projected for 2024. 3 key players are leading the way, transforming IT with their powerful platforms.
Up 30% in a quarter? The mindset needed to successfully invest in transformational stocks
Investors in transformative businesses such as Amazon, Tencent and Meta, need to be prepared for the inherently uneven ‘lumpy’ returns of these businesses.
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.
Why Amazon’s portfolio of ‘flywheels’ could make it a ‘repeat’ multi-bagger
While Amazon’s meteoric rise has already created a $2 trillion behemoth, this insightful article argues that the tech giant’s portfolio of multiple “flywheels” is just beginning to turn.
Finding needles in the haystack — ‘feature’ edition
Discover the powerful strategy of focusing on key ‘features’ that signal high-quality businesses, enabling investors to cut through the noise and identify exceptional long-term investment opportunities amid an information-flooded market.
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.
Should investors fear an increasingly concentrated US stock market?
Uncover why the surging concentration of mega-tech companies in the US stock market is a structural shift reflecting their increasing contribution to the real economy and AI-driven scale advantages.