Transforming Labor with AI: The big winners from the Agentic Boom
Businesses spend $3.7 trillion annually on tasks that AI agents can now automate—with 6x ROI. Discover how Salesforce’s Agentforce will dominate this revolution.
3 stocks winning from the enterprise software ‘Revolution’
The enterprise software market is booming with $5.1 trillion in IT spending projected for 2024. 3 key players are leading the way, transforming IT with their powerful platforms.
Stock in Focus: The hidden reason Meta (Facebook) is a screaming buy
For a business of this quality, with large, tangible, high-probability growth prospects, this is a highly compelling opportunity for any global investor to consider.
From ugly duckling to a beautiful swan: Why The Carlyle Group may be the next Blackstone
Standing on the shoulders of giants, Carlyle is following in the footsteps of its larger peers like KKR, Blackstone and Apollo in trimming their cost structure, shifting their mix towards stickier revenues, and launching captive insurance arms, to ensure they are best placed to participate in the structural growth of private markets.
How Flutter is replicating Sportsbet’s Australian success with FanDuel in the US
It is uncertain what the US competitive landscape will look like after years of newly regulated states and competitive customer acquisition still to come, but if Flutter can replicate Sportsbet’s success with FanDuel, it will help to unlock the huge valuation upside that makes Flutter such a compelling investment today.
Beyond Megacap Tech: Blackstone Begins its Boom
Blackstone – the alternative asset management firm stands at the edge of an incoming, multi-decade, secular inflection across asset management. What makes us believe that Investors have a window of opportunity with Blackstone right now? Read on to know our analysis.
Montaka’s newest portfolio addition: Unity Software
Unity Software is the undisputed global leader in mobile gaming. Games made with Unity’s engine account for 71% of the top 1,000 mobile games (Q4 of 2020). Read on to know why we think Unity offers a great investment opportunity.
The Future of Fitness
The pandemic created a hole in many people’s fitness requirements which shifted out of gyms and into homes. The question now becomes whether this shift will reverse over time (transient demand) or prove to be more durable (acceleration of adoption)