Montaka in Sydney, Australia | Investment management company

Montaka

Locality: Sydney, Australia

Phone: +61 469 009 170

Address: 101, 490 Crown Street, Surry Hills 2010 Sydney, NSW, Australia

Website: http://montaka.com

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24.01.2022 The world has changed drastically over recent months and our portfolios have also been updated to reflect the new realities we face today. With the June quarter now behind us, that rounds out an extraordinarily turbulent 12 month period. To gain more insights about the last quarter, please have a look at this video featuring Andrew Macken, Montaka's Chief Investment Officer: https://bit.ly/2X2j7xG

24.01.2022 Optum- a hidden gem in US healthcare. Read our analysis of UnitedHealth Group's Optum business which is a capital-light, technology-enabled health services business leveraging distinctive capabilities in data and analytics, pharmacy care services, population health, health care delivery and operations here: https://bit.ly/33vdpXK

22.01.2022 "The way to build superior long-term returns is through preservation of capital and home runs. When you have tremendous conviction on a trade, you have to go for the jugular." - Stan Druckenmiller

22.01.2022 Instagram Shops allows small businesses to have a virtual shopfront that will eventually span across all of Facebook’s digital properties- Facebook, Instagram, Messenger and Whatsapp. This has the potential to re-shape the e-commerce space. Read complete article about Facebook's e-commerce initiative here: https://bit.ly/3jBHdrS

22.01.2022 An online marketplace is a good example of a great internet-enabled business model. However, not all marketplaces are created equal. We look at some key characteristics of successful marketplace models in this interesting post: https://bit.ly/3eURBvR

22.01.2022 "We are prone to overestimate how much we understand about the world and to underestimate the role of chance in events." - Daniel Kahneman

21.01.2022 A market downturn doesn’t bother us. It is an opportunity to increase our ownership of great companies with great management at good prices. - Warren Buffett

20.01.2022 Will this new Game ever Stop? GameStop was one of a number of stocks identified on Reddit as being highly-susceptible to a short-squeeze. In the month of January 2021, GameStop (NYSE: GME), increased by more than 1,600%, from $19 to $325 per share. Read our analysis here: https://bit.ly/3anxbb2 #GameStop #Reddit

16.01.2022 "Buy a stock the way you would buy a house. Understand and like it such that you'd be content to own it in the absence of any market." - Warren Buffett

14.01.2022 Apple’s upcoming App Tracking Transparency (ATT) changes would imply that user activity across apps cannot be tracked unless that user specifically consents to that via a prompt. Ad publishers such as Facebook will be heavily impacted by this move. In recent days, information has emerged that throws a spanner in the works for Apple’s plan. Read here to know all about this: https://bit.ly/3lsYZQd

13.01.2022 Will Spotify be a long-term winner? The world’s largest digital music and podcast streamlining platform, Spotify estimates that it has more than five times the amount of music data than its nearest competitor. Read Montaka's analysis on it: https://bit.ly/3f7gj8S

13.01.2022 "Smart investing doesn't consist of buying good assets but of buying assets well. This is a very, very important distinction that very, very few people understand." - Howard Marks

11.01.2022 "The secret to investing is to figure out the value of something - and then pay a lot less." - Joel Greenblatt

11.01.2022 WINNING IN THE AGE OF ENTERPRISE DIGITAL TRANSFORMATION COVID-19 has proved challenging for many investors, but the pandemic is also accelerating a long-term structural trend that presents significant investment opportunities the digital transformation of enterprises. Flashback a few months and it’s easy to see how this unfolded. Almost overnight, entire workforces began working remotely and demand for digital collaboration tools skyrocketed. In this environment, technolog...y companies that provide the established technology ecosystems other organisations need have become compelling opportunities for investors. These include companies from around the globe, such as Microsoft, Salesforce, SAP and Alibaba. In this whitepaper, we look at digital transformation as a long-term, structural trend; the effect of digital disruption on traditional business models; and the types of businesses most likely to be successful. DOWNLOAD HERE: https://bit.ly/34f6CmR #Whitepaper #Research #LongResearch #DigitalEnterprise #Montaka

09.01.2022 5 ways to build investment portfolios amid growing inequality: Inequality creates winners and losers. And there are key steps that investors can take to be on the right side of these changes to not only protect their portfolios from accelerating inequality, but also generate strong investment returns into the future. Read full article: https://bit.ly/39S1uXa

09.01.2022 There appears to be a common thread running through Google parent, Alphabet's strategic vision and execution across the markets it enters and operates. It is well known that Alphabet has been a highly disruptive force in online digital advertising, however it appears this is not a one-off situation. #Google #Equities #Stocks #LongResearch https://bit.ly/34R5zcT

08.01.2022 The individual investor should act consistently as an investor and not as a speculator. - Charlie Munger

07.01.2022 If vision is important, execution is critical and separates trillion-dollar, industry leading innovations from becoming footnotes of history. Read on to know about few of the key technological disruptions of recent times. https://bit.ly/2IV5dd6

07.01.2022 "In a probabilistic environment, you are better served by focusing on the process by which you make a decision than on the outcome." - Michael Mauboussin

06.01.2022 Is the Aussie strong or the greenback weak? Read on to find out: https://bit.ly/3ikjWJX

01.01.2022 Our thoughts on the upcoming Ant group IPO: Chinese payments and fintech giant Ant Group is expected to IPO at a valuation exceeding US$200 billion. This marks the first time a large Chinese payments platform has filed standalone financials publicly, which should provide investors with some interesting insights. #IPO #FinTech #Equities https://bit.ly/3kRB0td