Quarterly Update: Q1 2026
The significant geopolitical conflict in Iran dominated Q1 of 2026. At the same time, many stocks had their valuation multiples rapidly revised down. Investors now face 2 key questions: Which businesses deservedly declined because they were overvalued? And which businesses were sold off too harshly and are on sale?
Quarterly Video: Q4 2025
We unpack the major structural shifts shaping the global landscape, review 2025’s highly dispersed market returns, discuss key portfolio augmentations during Q4, and share a preview of Montaka’s latest ‘AI Bubble’ whitepaper
Quarterly Video: Q3 2025
We share our investment strategy and portfolio performance amid recent political and macroeconomic uncertainty. We maintain focus on long-term opportunities and shed light on several key holdings beyond our core positions.
Quarterly Letter: Q2 2025
At the heart of this letter is a deep exploration of competitive advantage and the ‘flywheel’ conceptual model. Flywheels are the dynamic that enables a select few companies to generate unusually high and reliable growth over extended periods. It is these companies that make us extremely confident that Montaka will continue to deliver outsized returns for our investors well into the future.
Quarterly Letter: Q4 2024
This insightful quarterly update sheds light on our evolved investment strategy which focusses on ‘advantaged’ businesses within structural transformations. Also learn about the four major cyclical upswings expected in 2025.
Where to from here after this year’s big rally?
While stock prices of some of the world’s best companies are up a lot this year, they are only just getting back to where they were at the beginning of last year. Don’t be tempted to sell your big tech stocks just yet—this article explains why the recent rally is just the beginning of an extraordinary journey for these companies and their investors.
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.
Why Amazon should top your ‘bear-market bargain’ list
The current slump suggests the market believes Amazon’s future isn’t too bright but we share 3 key reasons why these prices represent a rare buying opportunity in Amazon.
Market correction: Don’t panic. Act like a business owner.
Thinking of selling in this correction? Don’t. Act like a business owner instead. The pressure in today’s market environment is immense, and it can be tempting for investors to throw in the towel and sell even the best companies when their measure of success is short-term share price movements. Don’t commit this big and costly mistake.