Update from the PMs – March 2025
We’ve seen a continuation of short-term equity market unpredictability over recent weeks. While this is ever present, for sure, it’s exacerbated by the modus operandi of the new Trump Administration.
Update from the PMs – February 2025
We take a step back and consider from first principles some of the prevailing questions on equity markets from 2024: Are valuations too high? Are markets heading for a correction? Or should investors stay the course?
Update from the PMs – January 2025
Long summer days are perfect for catching up on the best content of the year just gone. And in this post, we’ve got you covered with just that + our Q4 2024 letter.
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.
5 steps to evolve your investing in the right direction
Investing is a continual evolution and involves learning and extracting the right lessons. Are you looking for ways to enhance and improve your investing strategy? This article covers 5 key steps for advancing your investment strategy in the appropriate direction.
Montaka’s 5 stand-out podcasts of 2022
We share the five podcasts from Montaka that stood out for us in 2022 and make for great listening.
Montaka Monocle’s 5 most important essays of 2022
In this article, we curate five essays from Montaka that are both interesting and important for investors. They contain important information, insights and lessons as we head into 2023.
5 reasons why Montaka’s portfolio is valuable
As we step into 2023, it’s a good time to step back and share 5 vital reasons why Montaka’s portfolio is a valuable addition to the portfolios of clients – and of our own.
The market is dividing in to ‘advantaged’ and ‘disadvantaged’ businesses
The economic times of the day are challenging to decode. But a valuable step in making investing just a little less difficult is to focus on businesses with strong advantages- ones that provide mission-critical value with limited competition. What exactly separates advantaged from disadvantaged businesses?
Why R&D masks earnings & value in today’s mega-techs
– Andrew Macken In the eyes of many investors, today’s mega-techs – Amazon, Microsoft and Alphabet, for example – are way overvalued. A cursory glance at the valuations of the North American majors suggests they are more expensive, say, than most of the big non-financial ASX-listed companies. You need to pay a higher multiple […]