Mind the 4 demographic truths of equities
In a tumultuous environment, understanding these demographic truths can help investors make informed decisions and remain patient, trusting in the potential of equities to deliver superior long-term returns.
5 Questions: Why are ‘compounder’ stocks the bedrock of Montaka’s portfolio?
Discover the world of ‘compounder’ stocks- established winners that sustainably grow their business value over time. Learn why they are essential to Montaka’s portfolio, offering high returns and minimizing downside risk.
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.
5 reasons to buy alternatives giant KKR for your portfolio
From the enormous opportunity to further penetrate massive new markets like insurance and private wealth, leverage its scale advantage in Asia, or the potential for a valuation re-rating with smoother earnings streams, the future is full of extraordinary opportunities for KKR. With the stock undervalued, investors have a window of opportunity.
Investors can find great bargains in this myopic market if they focus on Ben Graham’s dictum that the market is a long-term “weighing machine”
Benjamin Graham, the father of ‘value investing’, once famously said that in the short run the market is a “voting machine”, but in the long run it is a “weighing machine”. Sentiment determines short-term prices, however fundamentals and performance dictate price in the long run.
Are Alibaba shares oversold?
We do not argue that investing in China isn’t ‘risky’ per-se, but rather, investors are likely to be well-compensated for taking those risks. Looking at Alibaba, the reward to risk ratio is particularly strong making it a compelling investment opportunity.
2022 investing game plan: The recent sell-off has put mega caps on sale
– Chris Demasi As Mike Tyson said, ‘everyone has a plan…until they get punched in the face’. That must be how a lot of investors feel just one month into 2022 after sharp falls in equity markets in January. But this recent bout of volatility and market weakness should not be a time to […]
3 market myths that threaten to derail investors’ long-term wealth
We continue to believe that the stock market offers materially better value than bonds, in general today. And this belief is based on detailed, ‘first-principles’ analysis. Though many stocks are overvalued today, some are still materially undervalued.
Why this market would freak out a Martian
Three examples of stocks in the reopening, defensive and mega tech narratives highlight a market that would baffle a rational Martian.
The 3 reasons why mega-tech ‘growth’ stocks are the best ‘value’ stocks today
Investors shouldn’t rotate out of mega-tech to value because mega-tech are value… Our analysis shows that mega-tech stocks not only offer some of the best growth opportunities, but also offer some of the best ‘value’ opportunities in the market today
