Shows
Montaka's Spotlight SeriesScale Economics: The Secret Sauce of Amazon, Spotify & MoreWhat do Costco, Spotify, and a flooring retailer have in common? They all harness a rare business superpower: the flywheel effect. Join Andy and Lachie as they reveal how patient capital, psychological discipline, and customer obsession create unstoppable companies—and how you can spot them early.Key Topics:00:01:46 The 3 sources of investing advantage (informational, analytical, psychological)00:09:17 How Amazon and Costco use “scale economics shared”00:12:08 Spotify’s 8:1 robustness ratio—better than Costco?#ScaleEconomics #FlywheelEffect #ValueInvesting #BusinessStrategy #MontakaGlobal #Investing101 #MoneyMatters #GlobalEquities2025-07-0220 minMontaka's Spotlight SeriesInsights from the Bernstein Conference: AI, Private Credit & the Future of InvestingJoin Andy, Amit, and Lachlan as they unpack key takeaways from the prestigious Bernstein Strategic Decisions Conference in New York. From AI-driven transformations in the restaurant industry to the evolving landscape of private credit and enterprise software, this episode offers exclusive insights into the trends shaping global markets.🍔 How AI is revolutionizing restaurant operations (Yum! Brands vs. Restaurant Brands International)💡 ServiceNow’s expansion beyond IT budgets into real estate & labor optimization💰 The state of private credit—stability at the top, risks in the long tail📈 Why institutional investors are consolidating with top-tier asset managersTu...2025-06-0421 min
Montaka's Spotlight SeriesAI Agents: The $3.7 Trillion Labor TransformationIn this episode of Montaka’s Spotlight Series, Andy sits down with Amit Nath to explore the seismic shift AI agents are bringing to the global workforce. From redefining productivity to unlocking $3.7 trillion in annual labor savings, they break down how businesses like Salesforce, ServiceNow, and Google are leading the charge—and why this is just the beginning.Key Timestamps & Topics Covered:00:01:14 – What’s an AI agent? How it differs from ChatGPT.00:05:13 – Real-world use cases: Salesforce, OpenTable, and Google’s AI-generated code.00:11:59 – The $3.7 trillion global labor opportunity (and who captures it).00:15:24 – Why d...2025-05-0726 minMontaka's Spotlight SeriesAmazon’s Robotics Revolution: How AI & Automation Fuel Its Unstoppable FlywheelIn this episode of the Spotlight Series, Andy and Lachy unpack Amazon’s hidden flywheel: its robotics revolution. From 5-story fulfillment centers the size of 55 football fields to AI-powered sorting and packing, they explore:How thousands of robots are replacing human roles—safely, efficiently, and at scale.Why lower "cost to serve" (25% savings!) translates to faster, cheaper deliveries for customers.The self-reinforcing loop of AI, data, and automation—creating a flywheel within a flywheel.Long-term implications: autonomous trucks, drones, and last-mile robots that could redefine retail.A must-listen for inves...2025-04-0817 minMontaka's Spotlight SeriesWhy the Best Companies Aren’t as Expensive as They Seem: Unpacking ValuationsIn this episode of the Montaka Spotlight Podcast, Chris and Andy dive into the complexities of market valuations, focusing on why some of the world’s most advantaged companies may appear overvalued at first glance but are actually reasonably priced when you dig deeper. They discuss three key distortions—R&D spending, capital intensity, and cyclicality—that impact valuation multiples and explain why businesses like Meta, Amazon, and Blackstone are still compelling investments despite their seemingly high P/E ratios.#InvestingInsights #MarketValuations #R&DSpending #CapitalIntensity #Cyclicality #StockMarket #Montaka #DeepSeek #Meta #Amazon #Blackstone2025-03-0517 minMontaka's Spotlight SeriesThe Deepseek Disruption: Should you be concerned?Unravel the impact of DeepSeek, a relatively unknown Chinese AI lab, which recently released a high-performance AI model at a fraction of the cost of leading models like OpenAI's. Deepseek's AI model, which is open-source and available for commercial use, has caused a stir in the tech world, leading to a $1 trillion wipeout in US tech stocks. Join Andy Macken and Amit Nath as they explore the implications of this breakthrough, including its potential to disrupt the AI value chain, accelerate cloud adoption, and benefit application-layer companies like Salesforce and Microsoft.
#DeepSeek #AI #ArtificialIntelligence...2025-02-0420 minMontaka's Spotlight SeriesWhy Spotify Keeps Smashing Expectations: A Deep Dive into Its Unstoppable GrowthSpotify has proven that even in a competitive landscape dominated by giants like Apple, it can thrive and grow exponentially. In this final Spotlight Series podcast of 2024, Senior Research Analyst Lachlan Mackay joins host Andy, to break down the core reasons behind Spotify's impressive stock performance and rapid profitability.
From the power of the ad-supported funnel and minimal churn to aggressive cost controls and groundbreaking partnerships with music labels, Spotify is reaping the rewards of strategic investments and operational efficiency. But the company isn't done yet—Lachlan shares what’s next for Spotify, including further pricing power, new...2024-12-0319 minMontaka's Spotlight SeriesLessons from Ironman: Sam Musgrove shares his strategy for success
Elite triathlete Sam Musgrove shares his remarkable journey from rugby to completing the Ironman World Championships. Learn about mental toughness, strategic goal-setting, and how the disciplines of endurance sports parallel success in business and life.
💪 How do you tackle a 3.8km swim, 180km bike ride, and a full marathon?
"It's like any project - break it into manageable chunks"
Discover how Sam Musgrove transformed from a 105kg rugby player to placing 5th globally in his age group at the Ironman World Championships in Kona, Hawaii.
Key Episode Timestamps
00:03 - Introduction and background
01:16 - Sam's tra...2024-11-0734 minMontaka's Spotlight SeriesOur latest 'Compounder': Floor&DecorWe added one new 'compounder' investment to Montaka's portfolio during the quarter: Floor & Decor (FND), a US-based big box specialty retailer of hard-surface flooring. In this month's podcast, Andy and Chris explain why we believe FND is primed for long-term earnings growth and, yet remains underappreciated by the market today.
#global #equities #Stockpicking #MontakaGlobal #FloornDecor #FND
2024-10-0824 minMontaka's Spotlight SeriesThe Flywheels Driving Amazon's DominanceIn today’s fast-paced digital world, businesses must constantly innovate and adapt to stay ahead. One company that has mastered this art is Amazon. By leveraging a series of interconnected "flywheels," Amazon has created a self-reinforcing cycle of growth and competitive advantage. In this article, we’ll explore five key flywheels that have propelled Amazon to the forefront of global commerce and technology.
1. E-commerce Flywheel
Amazon's journey began with e-commerce, and this remains one of its most powerful engines. The e-commerce flywheel is driven by a relentless focus on customer experience, characterized by wide selection, low...2024-09-0327 minMontaka's Spotlight SeriesShould you worry about the Stock Market volatility?Join our investment team - Andy, Chris, Amit and Lachie- as they dive into the recent stock price declines. Are these drops a sign of trouble, or is there more to the story?
They also discuss the impressive quarterly results of KKR and Spotify. Despite the market turbulence, these companies are showing strong fundamentals, presenting exciting investment opportunities! 💼✨
Tune in now to learn more! 🎧 #Podcast #Investing #StockMarket #FinanceInsights #Global #Stocks #stockpicking #Buy #
2024-08-0724 minMontaka's Spotlight SeriesUnderstanding Compounders: The Key to Sustainable Investment Growth
Discover the secrets behind compounders - businesses that harness sustainable growth and competitive advantages to achieve remarkable long-term returns.
In this episode, we revisit our most popular discussion diving deep into what makes a compounder, why they are crucial for investors, and how they fit into Montaka's portfolio strategy. Tune in to learn how identifying and investing in these growth engines can drive extraordinary outcomes for your investments.
#Investing #Compounders #LongTermGrowth #Finance #InvestmentStrategy #Podcast #SustainableGrowth #FinancialSuccess #Montaka #SpotlightSeries
2024-07-0419 minMontaka's Spotlight SeriesThe Evolution of Tech GiantsJoin Andy and Chris in as they discuss the increasing concentration of tech companies in the stock market. They analyze historical data, noting that the top ten stocks in the S&P 500 now account for 33% of its total value, a significant rise from historical levels.
Is this concentration a cause for concern, or is it simply a reflection of the evolving economic landscape? Tune in to find out why we believe it's more of an opportunity than a threat, especially with AI supercharging the trend.
Key points covered in this podcast include the growing economic contribution of technology, the...2024-06-0519 minMontaka's Spotlight SeriesUnveiling secrets to investing in luxury powerhouse LVMH
In this insightful podcast, we unravel the secrets behind LVMH's remarkable success in the luxury goods market. From their iconic brands like Louis Vuitton and Christian Dior to their strategic pricing power and relentless focus on nurturing brand heritage, we explore the factors that have propelled LVMH to the forefront of the industry. Chris and Andy delve into LVMH's ability to captivate the ultra-high-net-worth clientele and their positioning for sustained growth amidst an ever-expanding global affluent population. Discover the timeless appeal that has made LVMH a true luxury powerhouse.
#LVMH #LuxuryPowerhouse #LouisVuitton #ChristianDior #BrandHeritage #PricingPower #UltraHighNetWorth #AffluenceRising...2024-05-0725 min
On the CouchOn the Couch with George Hadjia: Talking Hedge Funds, New York and International StocksWelcome to another episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.In this episode, Henry Jennings is joined by George Hadjia, Chief Investment Officer at Bristlemoon Capital.George is back from a 5-year stint in New York with Montaka Global Investments, set up by Andrew Macken and Chris Demasi. He is now setting up his own hedge fund. In this podcast, they talk hedge funds, New York, investing styles, shorting, the good...2024-04-1539 minMontaka's Spotlight Series4 simple steps to unearth great investment opportunitiesAndy 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).
#InvestmentOpportunities #StructuralTransformations #DurableAdvantages #ValueInvesting #LongTermCompounding #AlternativeAssets #AI #CleanEnergy #DigitalMarketing #SupplyChains #Undervalued2024-04-0520 min
Montaka's Spotlight SeriesBeyond Private Equity: Why BLACKSTONE is a Stealth OpportunityUnlock 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 reasons why Blackstone represents a compelling investment opportunity, from its diverse asset platform and ability to raise capital across insurance, private wealth, to its cutting-edge data analytics capabilities. Andy and Chris also address common valuation misconceptions, highlighting Blackstone's capital-light business model and sustainable earnings growth potential.2024-03-0626 minMontaka's Spotlight SeriesShining the spotlight on ServiceNowTune 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
2024-02-0622 minMontaka's Spotlight SeriesHighlights from 2023- Top 3We 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
2024-01-1020 minMontaka's Spotlight SeriesMind the 4 demographic truths of equitiesAndy & 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 the long-term ‘demographic’ truths of the market. Those truths reveal that investors should ignore short-term noise and be patient, have faith in equities, and – if they are seeking to outperform the market – focus on...2023-12-0522 minMontaka's Spotlight SeriesQ3 2023 Earnings season wrapExciting 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.
2023-11-1516 min
Montaka's Spotlight SeriesUnlocking Investment Success: The Three Pillars of Active Management OutperformanceJoin 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. Learn how these principles can lead to superior investment performance in today's changing landscape.
Key sections in the podcast:
05:15 - Concentration
10:38 - Patience
14:52 - Discipline
22:00 - God's...2023-10-0435 minMontaka's Spotlight SeriesThe Streaming Wars and HyperscalersThe 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 Prime, and others are discussed in depth, shedding light on their monetization models and cloud hosting costs.
The podcast also emphasizes the cost advantages enjoyed by hyperscalers which own streaming services. Learn how streaming platforms...2023-09-0723 minMontaka's Spotlight SeriesUncovering the Meta (Facebook) stock revivalMeta’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 recent second-quarter results, powered by AI, network effects, and Ad growth potential. Gain insights into Meta's future trajectory and its role in shaping the captivating realm of the Metaverse. This is a...2023-08-0945 min
Montaka's Spotlight SeriesMontaka's Stock Story: 5 reasons to buy alternatives giant KKR for your portfolioJoin 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 attractive Asia or the potential for a valuation re-rating with smoother earnings streams or multiple expansions, the future is full of extraordinary opportunities for KKR.
With the stock undervalued, investors have...2023-07-1034 min
Montaka's Spotlight SeriesEvolve as an Investor: Five Unambiguous Truths, Setbacks and LearningsChris 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 the investing field. The discussion revolves around five unambiguous truths that can help investors evolve and improve their decision-making. The truths include thinking probabilistically, extending the time horizon, tuning out the noise, and running your own...2023-06-0131 min
Montaka's Spotlight SeriesRounding up the Q1 2023 Earnings seasonThis 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 take advantage of any opportunities, particularly in commercial real estate and private credit.
The idea of ‘operating leverage’ – a concept that means revenues grow faster than costs, and profit margins e...2023-05-0334 min
Montaka's Spotlight SeriesBanking on AI: The Collapse of SVB and Credit Suisse, and the Rise of GPT4 and Microsoft's CopilotWe 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 potential implications for businesses and investors alike. Tune in for an engaging and informative discussion on the intersection of finance, tech, and innovation.
#finance #technology #banking #AI #GPT4 #Microsoft...2023-03-3141 min
Montaka's Spotlight SeriesTech isn't dead (Special Whitepaper edition)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 profit from a new era of tech dominance, fueled by artificial intelligence (AI). Join Andrew and Chris as they discuss the key takeaways and top stocks poised to lead the tech recovery.
To get...2023-02-2821 min
Montaka's Spotlight SeriesLooking Ahead: Navigating the Markets in 2023Andy 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 favorable environment for equities. In the current market conditions some businesses are facing headwinds from the tough macro environment. However, the expectations priced into stocks are for a much greater decline, which could result in...2023-02-0819 min
Montaka's Spotlight SeriesOf 'compounders' and what defines themWhat 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, and the entry price or timing the stock market has very little impact on them. So being able to identify and invest in those businesses that can truly compound their earnings power over a long period...2022-12-1428 min
Montaka's Spotlight SeriesThe case for optimism- rounding up Q3 earningsAndy 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 #global #equities #stockpick #investment #management #portfolio #manager #amacken #cdemasi #montaka2022-11-1526 min
Montaka's Spotlight SeriesThe impending inflection point in global equitiesIn 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 of a looming inflection point. And they discuss a handful of global stocks that Montaka believes are set to re-rate.
#global #e...2022-10-1024 min
Montaka's Spotlight SeriesWhich stocks will win in a strange economic environment?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 perspective.
#stockpicking #finance #investment #business #money #investing #trading #stockmarket #stocks #wealth #invest #motivation #personalfinance #financialliteracy #wallstreet #financetips #investor 2022-09-1423 min
Montaka's Spotlight SeriesQ2 earnings season & maintaining a long-term viewIn 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?2022-08-0520 min
Montaka's Spotlight SeriesWhat are the big questions in markets today?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?2022-07-1119 min
Montaka's Spotlight SeriesDrawdowns- Even God's own portfolio can't avoid themWhile 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 still could not avoid agonizing drawdowns.
Wesley Gray, Phd, an asset manager and former US Marine, published a paper in 2016 concluding this which is discussed in our blog here: https://montaka.com/blogs/accept-the-drawdowns/.
Over the 90-y...2022-06-0315 min
Montaka's Spotlight SeriesWhy AI (Artificial Intelligence) is today's most important investment theme - and how to profit from itMost 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 change.
Not only is software eating the world, but it is becoming a lot smarter at an accelerating rate and will continue to do so. Why? Because of AI – and more specifically, ma...2022-04-1221 min
Montaka's Spotlight SeriesGetting to know Amit Nath, Senior Analyst at MontakaAndy 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 #equities2022-03-3015 min
Montaka's Spotlight SeriesConcentrated & Patient: How Active investing winsAndy 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 strategies set to be challenged in the next decade, investors need Active investing avenues now more than ever.
#investing #basics #Passive or #Active #FundManagement #InvestmentMgmt #IndexFunds #ActiveETFs #MKAX #MOGL2022-03-3012 min
Montaka's Spotlight SeriesWhy have investors become THEME JUNKIES?Chris talks to Andy about a piece he wrote for the Montaka Monocle last year titled: Why have investors become theme junkies? Each year investors will be served up an array of exciting new themes to consider. The only problem is - as you’ll hear in our discussion - it remains far from clear if many of these new themes are even themes at all.
#investing #howto #stocks #equities #themes2022-03-3016 min
Your WealthGlobal tech – is now the time to buy?Some of the world’s biggest tech stocks are down more than 50% from their highs, as investors question paying eye-watering multiples in a rising interest rate environment. So is this a time to buy, or stay well away?
Andrew Macken of Montaka Global Investments joins the podcast from the US, to discuss:
Why profitless growth is a dangerous game in this environment
How monetary policy affects the tech sector
Which companies will survive a rout
Whether the day of reckoning is really here, and
How investors can play this market.
You can access this and previous ep...2022-03-0235 min
Montaka's Spotlight SeriesKicking off 2022: Inflation up, stocks down, what to do?Andrew Macken & Chris Demasi discuss the significant equity market volatility that has characterised the beginning of 2022. US inflation and interest rate expectations seem to be the sole focus of the markets. But Andy & Chris step through some important reasons why equity markets may well have already overshot to the downside.
#Stocks #Inflation #Equities #ASX #HowToInvest #BuySellHold2022-02-1618 min
Equity Mates Investing PodcastASX week: Chris Demasi - Private equity, Public marketsIn this episode, Bryce and Alec talk to Chris Demasi, the co-founder and portfolio manager of Montaka Global Investments. Montaka run two ASX-listed funds Montaka Global Long Only Equities Fund (ASX: MOGL) and Montaka Global Extension Fund (ASX: MKAX). Chris talks to Alec and Bryce about how he defines private markets, the opportunity set they present, and then how we as retail investors can access these opportunities through the ASX. To learn more about ASX Investor Week On Demand, and watch all the presentations and information on demand, visit asx.com.au/investor-day.Order Get Started I...2021-11-1039 minYour WealthGlobal tech – bubble or opportunity?
With the S&P500 and the Nasdaq at record highs, investors are increasingly nervous about the valuations of global technology stocks. Can the ride continue or is it time for caution in the growth engine of the stock market?
Montaka Global Investments Chief Investment Officer Andrew Macken shares his thoughts on:
Why the world’s best companies will keep on growing
How his views on buying ‘value’ companies have changed
What constitutes a great business, and how to identify its attributes, and
Which tech opportunities should be approached with caution.
You can access this and previous episode...2021-04-2344 min