Podcast | Insights from the Bernstein Conference
What do Costco, Spotify, and a flooring retailer have in common? They all harness a rare business superpower: the flywheel effect. Join Andy and Lachie as they reveal how patient capital, psychological discipline, and customer obsession create unstoppable companies—and how you can spot them early.
Podcast | Insights from the Bernstein Conference
From AI-driven transformations in the restaurant industry to the evolving landscape of private credit and enterprise software, this episode offers exclusive insights into the trends shaping global markets.
Podcast | Amazon’s Robotic Revolution
From redefining productivity to unlocking $3.7 trillion in annual labor savings, Andy & Amit break down how businesses like Salesforce, ServiceNow, and Google are leading the charge—and why this is just the beginning.
Podcast | Amazon’s Robotic Revolution
Unpack Amazon’s hidden flywheel: its robotics revolution. From 5-storey fulfillment centers the size of 55 football fields to AI-powered sorting and packing.
Podcast | Why the Best Companies Aren’t as Expensive as They Seem
Chris and Andy break down why companies like Meta, Amazon, and Blackstone may not be as expensive as they appear. By diving into R&D spending, capital intensity, and cyclicality, they reveal how traditional valuation metrics can be misleading.
The Flywheels Driving Amazon’s Dominance | Podcast
This podcast breaks down the five key “flywheels” that drive Amazon’s success. Each flywheel, from e-commerce to digital advertising, plays a crucial role in creating a self-reinforcing cycle of growth. By continuously enhancing customer experience, optimizing logistics, and leveraging data, Amazon strengthens its competitive advantages and maintains its position as a global leader.
Concentrated, patient and disciplined. The 3 pillars of active management outperformance
Learn the importance of concentration, patience, and discipline in active management. By examining real-world examples and empirical research, we shed light on the challenges and opportunities of navigating the complex world of active investing.
The 3 Pillars of outperformance | Podcast
Join Andy and Chris in a deep dive into the Three Pillars of Active Management – Concentration, Patience, and Discipline. They draw on empirical research to explain how these three pillars can lead to superior long-term returns for investors.
Downfall? 6 vital questions on Meta’s future
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.
