Microsoft: Owner of the railroads for the 4th industrial revolution
As a foundation member and leader in the hyperscaler oligopoly, Microsoft has laid the ‘railway track’ for distributed compute infrastructure across the world and will benefit as surging demand for AI-enabled software ignites compute intensity.
Why Buffett is Buying: 3 perspectives that show stocks are still cheap
In this article, we will explore the investing environment that led the legendary investor Warren Buffet to purchase more stocks in 2022 than in the previous 15 years combined. Despite the popular belief that stocks are expensive and corporate bonds are cheap, Amit Nath, the Director of Research at Montaka, presents three vital valuation perspectives that contradict this notion. These include the Equity Risk Premium (ERP), Corporate bond spreads, and how to measure them with the help of NYU professor Aswath Damodaran.
Why short-termism is both a travesty and an opportunity
Graham Hand, editor at Firstlinks interviews Chris and discuss investor’s short-term outlook. On any given day, whether the stockmarket rises or falls is a coin toss, but stay invested for 10 years and the odds are excellent. It’s at times of market selloffs that opportunities present for long-term investors.
Zenith assigns ‘Recommended’ rating to listed Montaka funds
Zenith initiated coverage and placed Recommended ratings on the Montaka Global Extension Fund (ASX: MKAX) and the Montaka Global Long Only
Equities Fund (ASX: MOGL).