Unveiling Hidden Value: How 3 Distortions Mask The True Worth Of ‘Advantaged’ Stocks
If you’re wondering whether the market’s ‘fear of heights’ is justified, this whitepaper is a must-read. It challenges conventional wisdom and provides a fresh perspective on how to identify undervalued, high-growth stocks.
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.
Up 100%: 4 reasons why Spotify’s share price resurrection will continue
Spotify’s stock is experiencing a remarkable resurgence, and this article unveils the four key factors driving its continued success. From data-driven innovation to untapped pricing potential, Spotify’s future looks promising.
6 Questions: Why we also hold ‘outlier’ stocks like Spotify in our portfolio
Chris shares Montaka’s investment approach, where our portfolio is anchored by both ‘compounder’ stalwarts like Microsoft, and promising ‘outliers’, exemplified by Spotify. Discover how these distinct stock types contribute to Montaka’s forward-looking strategy.
The new ‘Cola wars’: Why Microsoft really launched its search war against Google
Microsoft’s recent launch of AI-powered Bing search engine and Edge web browser could be about much more than just web search. This move could be a way of forcing Google owner Alphabet to help accelerate the proliferation of AI, which would potentially benefit Microsoft which can sell more of the cloud computing and enterprise software that power AI.
Whitepaper: Why reports of tech’s death are greatly exaggerated
After the 2022 tech crash, many investors have written the sector off. But in our new whitepaper we outline how the tech sector is about to enter a new phase of growth and dominance, fuelled by innovation and AI. And that has thrown up some remarkable opportunities to buy tech winners that will deliver superior long-term compound returns.
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.
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.
