Montaka's Spotlight Series
By Montaka Global
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Category: Investing
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Episodes: 51
Description
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!
| Episode | Date |
|---|---|
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Where Advantages Lie (And Lie) in the Age of AI
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May 01, 2026 |
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Can We Trust AI Agents? Understanding Deception, Vulnerabilities & Data Poisoning
|
Apr 08, 2026 |
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The News is Bad and the Facts are Good
|
Mar 04, 2026 |
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The SaaS Apocalypse: Why the Market Got It Wrong
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Feb 24, 2026 |
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Is Enterprise SaaS Dead, or Just on Sale?
|
Feb 13, 2026 |
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Beyond the AI hype: Understanding Cloud Computing's Real Moats
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Dec 10, 2025 |
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Why High PE Ratios Don't Always Mean Overvaluation | Montaka Investment Philosophy
|
Nov 13, 2025 |
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The $500 Billion AI Bet: Can OpenAI’s Massive Infra Push Ever Pay Off?
|
Oct 06, 2025 |
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Looking for a #Buy stock? Floor & Decor could be the next big compounder
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Sep 04, 2025 |
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Azure, Google, AWS: Who’s Winning the Cloud & AI Race?
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Aug 05, 2025 |
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Scale Economics: The Secret Sauce of Amazon, Spotify & More
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Jul 02, 2025 |
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Insights from the Bernstein Conference: AI, Private Credit & the Future of Investing
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Jun 04, 2025 |
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AI Agents: The $3.7 Trillion Labor Transformation
|
May 07, 2025 |
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Amazon’s Robotics Revolution: How AI & Automation Fuel Its Unstoppable Flywheel
|
Apr 08, 2025 |
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Why the Best Companies Aren’t as Expensive as They Seem: Unpacking Valuations
|
Mar 05, 2025 |
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The Deepseek Disruption: Should you be concerned?
|
Feb 04, 2025 |
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Why Spotify Keeps Smashing Expectations: A Deep Dive into Its Unstoppable Growth
|
Dec 03, 2024 |
|
Lessons from Ironman: Sam Musgrove shares his strategy for success
|
Nov 06, 2024 |
|
Our latest 'Compounder': Floor&Decor
|
Oct 08, 2024 |
|
The Flywheels Driving Amazon's Dominance
|
Sep 03, 2024 |
|
Should you worry about the Stock Market volatility?
|
Aug 07, 2024 |
|
Understanding Compounders: The Key to Sustainable Investment Growth
|
Jul 04, 2024 |
|
The Evolution of Tech Giants
|
Jun 05, 2024 |
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Unveiling secrets to investing in luxury powerhouse LVMH
|
May 07, 2024 |
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4 simple steps to unearth great investment opportunities
|
Apr 05, 2024 |
|
Beyond Private Equity: Why BLACKSTONE is a Stealth Opportunity
|
Mar 06, 2024 |
|
Shining the spotlight on ServiceNow
|
Feb 06, 2024 |
|
Highlights from 2023- Top 3
|
Jan 09, 2024 |
|
Mind the 4 demographic truths of equities
|
Dec 05, 2023 |
|
Q3 2023 Earnings season wrap
|
Nov 15, 2023 |
|
Unlocking Investment Success: The Three Pillars of Active Management Outperformance
|
Oct 04, 2023 |
|
The Streaming Wars and Hyperscalers
|
Sep 07, 2023 |
|
Uncovering the Meta (Facebook) stock revival
|
Aug 09, 2023 |
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Montaka's Stock Story: 5 reasons to buy alternatives giant KKR for your portfolio
|
Jul 10, 2023 |
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Evolve as an Investor: Five Unambiguous Truths, Setbacks and Learnings
|
Jun 01, 2023 |
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Rounding up the Q1 2023 Earnings season
|
May 03, 2023 |
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Banking on AI: The Collapse of SVB and Credit Suisse, and the Rise of GPT4 and Microsoft's Copilot
|
Mar 31, 2023 |
|
Tech isn't dead (Special Whitepaper edition)
|
Feb 28, 2023 |
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Looking Ahead: Navigating the Markets in 2023
|
Feb 08, 2023 |
|
Of 'compounders' and what defines them
|
Dec 14, 2022 |
|
The case for optimism- rounding up Q3 earnings
|
Nov 15, 2022 |
|
The impending inflection point in global equities
|
Oct 10, 2022 |
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Which stocks will win in a strange economic environment?
|
Sep 14, 2022 |
|
Q2 earnings season & maintaining a long-term view
|
Aug 04, 2022 |
|
What are the big questions in markets today?
|
Jul 11, 2022 |
|
Drawdowns- Even God's own portfolio can't avoid them
|
Jun 03, 2022 |
|
Why AI (Artificial Intelligence) is today's most important investment theme - and how to profit from it
|
Apr 12, 2022 |
|
Getting to know Amit Nath, Senior Analyst at Montaka
|
Mar 30, 2022 |
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Concentrated & Patient: How Active investing wins
|
Mar 30, 2022 |
|
Why have investors become THEME JUNKIES?
|
Mar 30, 2022 |
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Kicking off 2022: Inflation up, stocks down, what to do?
|
Feb 16, 2022 |