Montaka's Spotlight Series

Andy and Chris step through our recent essay titled: 4 simple steps to unearth great investment opportunities . They show how great investment opportunities can stem from identifying (i) structural transformations, (ii) the related supply chains, (iii) the competitively protected players, and (iv) those with valuation upside. (Apologies for the handful of audio gremlins in the recording this month...

Unlock the hidden strengths of @Blackstone, the alternative asset powerhouse. In this insightful episode, @MontakaGlobal's Andy and Chris reveal 6 underappreciated advantages fueling Blackstone's massive upside potential. While Blackstone is a well-known name, many investors may be underestimating its true strengths and competitive advantages. This insightful episode unpacks the key reason...

Tune in to this month's Spotlight Series podcast as Amit and Andy delve into ServiceNow's enduring potential, exploring how its innovative offerings, paired with generative AI, are revolutionizing productivity for enterprise clients and paving the way for a promising future. #Montaka #Global #Equities #research #Stockpick #Long #NOW #ServiceNow #NYSE Disclaimer: Issued by Montaka Global Pt...

We circle back to three of our most popular podcasts from the last year or so, and fish out a couple of highlights that we think are really important to underscore as we enter 2024. Hope you enjoy listening! #Montaka #TBT #Highlights #2023 #SpotlightSeries #Podcast Disclaimer: Issued by Montaka Global Pty Ltd ABN 62 604 878 533, AFSL 516942. This information is general in nature and does not take...

Andy & Chris circle back to our essay published last month, titled Mind the 4 demographic truths of equities , and discuss why these truths are critical for investors to keep in mind when constructing portfolios. There is no doubt the current environment is febrile and uncertain. It is a challenging time for investors. But it pays for investors to take a longer view, to step back and look at t...

Exciting new episode with Chris Demasi & Matt Briggs where they discuss the most recent Q3 reporting season. We dig deeper into the recently reported financials to unearth certain overlooked nuggets which relate to Montaka’s core portfolio holdings: Amazon, Spotify, Blackstone and Microsoft. #Amazon #Spotify #Blackstone #Microsoft #Q32023 #Earnings #Reporting #wrap Disclaimer: Issued by Montak...

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. By examining real-world examples and case studies, they shed light on the challenges and opportunities of navigating the complex world of active investing. L...

The landscape of TV viewing stats and the evolving dynamics of advertising dollars are explored. While ad spending on TV remains steady, viewership is on the decline. On the other hand, Streaming platforms have surged to their highest levels, with viewers increasingly dedicating their time to streaming services, which is impacting traditional linear TV. Key players like YouTube, Netflix, Amazon Pr...

Meta’s stock closed out its ninth straight monthly gain, becoming one of the best performers in the S&P500 this year- after losing two-thirds of its value in 2022.From a sharp decline last year to a remarkable recovery in the current, discover how Meta, formerly known as Facebook, has navigated through challenges and embraced opportunities. Join hosts Andy and Chris as they delve into the rece...

Join Chris Demasi and Amit Nath as they discuss the alternative assets manager KKR, a bullet train that has just begun picking up speed. It started out moving slowly then steadily, but momentum is about to flip and rapidly propel the business forward. From the enormous opportunity to further penetrate massive new markets like insurance and private wealth, leverage its scale advantage in highly att...

Chris and Andy discuss the importance of learning and evolving as investors in the Spotlight Series podcast episode. They reflect on the quotes by Formula One Champion Nikki Lauda and Charlie Munger, highlighting the lessons to be learned from failures and setbacks. They emphasize the need to draw the right conclusions and make process improvements based on them, despite the conflicting advice in...

This month Andy talks with Amit about the Q1 earnings season that is unfolding. Of particular interest are the results of Blackstone, Microsoft, Amazon, S&P Global, and Meta. Despite a very challenging quarter in financial markets, Blackstone still raised US$40 billion in new assets, bringing total AUM to US$991 billion. With US$194 billion in ‘dry powder,’ Blackstone is well positioned to tak...

We discuss the recent collapse of Silicon Valley Bank and Credit Suisse, from liquidity squeezes and investor panics to the resilience of big banks. We explain why the US banking system is healthy at the moment and why a GFC replay is unlikely. And then moving onto AI, we dive into the exciting news about OpenAI's highly advanced GPT4 and Microsoft's Copilot announcement, discussing their...

The world of AI and tech is moving fast, and in the past few weeks, we've seen remarkable innovations like 'ChatGPT'. If you're an investor who wants to stay ahead of the curve, you won't want to miss this podcast. In 2022, many declared tech dead, but Montaka's deep analysis proves otherwise. Our latest whitepaper reveals remarkable opportunities for smart investors to pro...

Andy and Chris discuss their views on the market and the economy as we head into 2023. They believe that the downturn in 2022 created a great opportunity to buy high-quality businesses at a lower price, due to moderating inflation and slowing economic growth in the US. In their opinion, the probability of interest rates continually increasing throughout 2023, is very, very low- which offers a more...

What are 'compounders'? You might have heard the term being tossed around in the investment industry but what do we actually mean by it. Andy and Chris discuss the key characteristics of a 'compounder'. They also talk about a recent study that shows that the 'compounders' that have achieved 10x returns over a decade were driven mostly by revenue and earnings power growth, a...

Andy and Chris talk about some interesting recent developments as we just come through another quarterly earnings period. They discuss the operating conditions and the progress happening in the businesses we own in our portfolio. They go on to share their perspective on what's been happening in the market in the past few days in light of the price volatility in global equities.  #bear or #bull...

In this podcast, Andy is joined by Director of Research, Amit Nath, to discuss the macroeconomic drivers of equity markets this year. The year so far has been quite shocking for investors who are probably wondering when the turbulence will end. Given that, we take a step back and look at 5 key charts that provide some perspective on the current environment for investors. They analyze the evidence...

We are entering a period of difficult economic times, but there is a class of stocks that will keep performing. These stocks have ‘advantaged’ businesses. In this Podcast, Chris and Andy look at the mission-critical companies best placed to thrive in this "strange and challenging” economic environment.  And they look at why Microsoft is extraordinary value when viewed from a private equity pe...

In this podcast, Andy & Chris chat about the Q2 reporting season for 2022 and highlight important insights on Montaka's investee companies, including Amazon, Alphabet and Blackstone. Is the market being overly myopic today? And what can public investors learn from private investors? #Q2 #2022 #Earnings #Reporting #Wrap #Stocks Disclaimer: Issued by Montaka Global Pty Ltd ABN 62 604 878 533...

In this podcast, Andy & Chris discuss some of the biggest questions on the minds of investors. From inflation to interest rates , to a potential recession and the stock market sell-off that reflects all of these concerns and more. How should investors update their positioning in light of these headwinds? #inflation #interest #investing #macro #stocks Disclaimer: Issued by Montaka Global Pty Lt...

While the selloff in global equity markets this year has been unpleasant, it was not unusual. Listen to this interesting podcast featuring Andrew Macken and Chris Demasi from Montaka Global Investments where they discuss a hypothetical stock portfolio constructed with perfect foresight - Let's refer to it as 'God's portfolio' - would deliver stratospheric long-term returns… but sti...

Most investors are aware that artificial intelligence, or AI, is an important transformation. But many still underestimate the sheer world and life-changing power of this revolution and its investment potential. AI will recast and refashion every aspect of life: how we consume, how we work, how we monitor industrial machines, how we deliver healthcare, how wars are won, and how we solve climate ch...

Andy connects with Montaka's Senior Analyst, Amit Nath, from our New York office. Get to know how Amit’s background as a generalist investment banker and credit analyst helps him uncover great long-term investment opportunities for Montaka’s portfolio. #investment #thoughts #NY #analysis #research #global #equities Disclaimer: Issued by Montaka Global Pty Ltd ABN 62 604 878 533, AFSL 516942. T...

Andy chats to Chris about two key ingredients for long-term investing success: (i) portfolio concentration; and (ii) long-term patience. Chris  wrote about these winning fund manager characteristics in our August Monocle. A select set of active managers who run concentrated portfolios and patiently hold their positions have been shown to significantly outperform over the long term. With passive st...