Investing Like Chris Hohn: Focus on Intrinsic Value, Not Market Noise
Legendary investor Chris Hohn explains why Moody’s, with 10% annual sales growth over 100 years, shows the power of holding great businesses long term.
Why Competitive Advantages Matter – And How Flywheels Make Them Stronger
How do companies like Spotify and Blackstone dominate their industries? Montaka’s “flywheel” model reveals the self-reinforcing cycles that strengthen competitive advantages—and how investors can spot them early.
Patience and Probabilities: Where Montaka’s Competitive Edge Shines
In uncertain markets, Montaka thrives by focusing on high-probability winners. Drawing from Nick Sleep’s principles, we invest in robust businesses like Amazon and Spotify—where customer value far exceeds profits. Learn why patience is our ultimate advantage.
KKR unveiled | A Deep Dive into a Global Alternative Assets Powerhouse
This video presentation breaks down KKR’s compelling investment thesis, revealing massive growth potential in alternative assets. Learn how this global investment platform is positioned to capture trillion-dollar opportunities across Asia, insurance, and retail wealth channels.
LVMH | Montaka’s 5-Pillar Thesis
LVMH is an attractive long-term investment opportunity, thanks to its strong position in the growing high-end luxury market, its customer base’s resilience to economic cycles, and what we perceive as current undervaluation by the market. View the investment thesis video here.
How we uncovered a little-known IBM spinoff gem: Kyndryl Holdings
Our focus on high-quality investments led us to Kyndryl Holdings, a spin-off from IBM. Despite its initial challenges, Kyndryl’s shift from unprofitable legacy contracts to profitable new ones presents a unique opportunity.
Should investors fear an increasingly concentrated US stock market?
Uncover why the surging concentration of mega-tech companies in the US stock market is a structural shift reflecting their increasing contribution to the real economy and AI-driven scale advantages.