51 - Where Advantages Lie (And Lie) in the Age of AI
Join the Montaka Global Investments team as they chat about the stocks and market dynamics that shape their decisions. Listen in for a great stock market education on basics, market commentary and learn how to invest better on your own. Follow along as we share real-time examples and investing tips that govern our stockpicks. Subscribe and leave a review. Questions? Email questions@montaka.com and we will be happy to answer!
51 - Where Advantages Lie (And Lie) in the Age of AI
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Join the Montaka Global Investments team as they chat about the stocks and market dynamics that shape their decisions. Listen in for a great stock market education on basics, market commentary and learn how to invest better on your own. Follow along as we share real-time examples and investing tips that govern our stockpicks. Subscribe and leave a review. Questions? Email questions@montaka.com and we will be happy to answer!
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51-
Where Advantages Lie (And Lie) in the Age of AI
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Why the Best Companies Aren’t as Expensive as They Seem: Unpacking Valuations
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The Deepseek Disruption: Should you be concerned?
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Why Spotify Keeps Smashing Expectations: A Deep Dive into Its Unstoppable Growth
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Lessons from Ironman: Sam Musgrove shares his strategy for success
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Our latest 'Compounder': Floor&Decor
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The Flywheels Driving Amazon's Dominance
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Should you worry about the Stock Market volatility?
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Understanding Compounders: The Key to Sustainable Investment Growth
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The Evolution of Tech Giants
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Beyond Private Equity: Why BLACKSTONE is a Stealth Opportunity
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Mind the 4 demographic truths of equities
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22-
Q3 2023 Earnings season wrap
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Unlocking Investment Success: The Three Pillars of Active Management Outperformance
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20-
The Streaming Wars and Hyperscalers
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Uncovering the Meta (Facebook) stock revival
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Montaka's Stock Story: 5 reasons to buy alternatives giant KKR for your portfolio
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17-
Evolve as an Investor: Five Unambiguous Truths, Setbacks and Learnings
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16-
Rounding up the Q1 2023 Earnings season
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15-
Banking on AI: The Collapse of SVB and Credit Suisse, and the Rise of GPT4 and Microsoft's Copilot
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Looking Ahead: Navigating the Markets in 2023
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Of 'compounders' and what defines them
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11-
The case for optimism- rounding up Q3 earnings
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10-
The impending inflection point in global equities
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9-
Which stocks will win in a strange economic environment?
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8-
Q2 earnings season & maintaining a long-term view
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7-
What are the big questions in markets today?
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Δευ, 11 Ιούλ 2022
6-
Drawdowns- Even God's own portfolio can't avoid them
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Why AI (Artificial Intelligence) is today's most important investment theme - and how to profit from it
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Getting to know Amit Nath, Senior Analyst at Montaka