All Episodes
Montaka's Spotlight Series — 56 episodes
AWS Under the Hood: Why Growth Expectations Look Too Low
Visa and Mastercard: How Tokenization Unlocks the Next Growth Leg
Why China's Kimi is a gift to the western hyperscalers
Is SaaS Dead? Why Salesforce Might Be the Most Misunderstood Stock in Tech
Insights from the Bernstein Conference 2026: AI, Data Moats and Market Risk
Where Advantages Lie (And Lie) in the Age of AI
Can We Trust AI Agents? Understanding Deception, Vulnerabilities & Data Poisoning
The News is Bad and the Facts are Good
The SaaS Apocalypse: Why the Market Got It Wrong
Is Enterprise SaaS Dead, or Just on Sale?
Beyond the AI hype: Understanding Cloud Computing's Real Moats
Why High PE Ratios Don't Always Mean Overvaluation | Montaka Investment Philosophy
The $500 Billion AI Bet: Can OpenAI’s Massive Infra Push Ever Pay Off?
Looking for a #Buy stock? Floor & Decor could be the next big compounder
Azure, Google, AWS: Who’s Winning the Cloud & AI Race?
Scale Economics: The Secret Sauce of Amazon, Spotify & More
Insights from the Bernstein Conference: AI, Private Credit & the Future of Investing
AI Agents: The $3.7 Trillion Labor Transformation
Amazon’s Robotics Revolution: How AI & Automation Fuel Its Unstoppable Flywheel
Why the Best Companies Aren’t as Expensive as They Seem: Unpacking Valuations
The Deepseek Disruption: Should you be concerned?
Why Spotify Keeps Smashing Expectations: A Deep Dive into Its Unstoppable Growth
Lessons from Ironman: Sam Musgrove shares his strategy for success
Our latest 'Compounder': Floor&Decor
The Flywheels Driving Amazon's Dominance
Should you worry about the Stock Market volatility?
Understanding Compounders: The Key to Sustainable Investment Growth
The Evolution of Tech Giants
Unveiling secrets to investing in luxury powerhouse LVMH
4 simple steps to unearth great investment opportunities
Beyond Private Equity: Why BLACKSTONE is a Stealth Opportunity
Shining the spotlight on ServiceNow
Highlights from 2023- Top 3
Mind the 4 demographic truths of equities
Q3 2023 Earnings season wrap
Unlocking Investment Success: The Three Pillars of Active Management Outperformance
The Streaming Wars and Hyperscalers
Uncovering the Meta (Facebook) stock revival
Montaka's Stock Story: 5 reasons to buy alternatives giant KKR for your portfolio
Evolve as an Investor: Five Unambiguous Truths, Setbacks and Learnings
Rounding up the Q1 2023 Earnings season
Banking on AI: The Collapse of SVB and Credit Suisse, and the Rise of GPT4 and Microsoft's Copilot
Tech isn't dead (Special Whitepaper edition)
Looking Ahead: Navigating the Markets in 2023
Of 'compounders' and what defines them
The case for optimism- rounding up Q3 earnings
The impending inflection point in global equities
Which stocks will win in a strange economic environment?
Q2 earnings season & maintaining a long-term view
What are the big questions in markets today?
Drawdowns- Even God's own portfolio can't avoid them
Why AI (Artificial Intelligence) is today's most important investment theme - and how to profit from it
Getting to know Amit Nath, Senior Analyst at Montaka
Concentrated & Patient: How Active investing wins
Why have investors become THEME JUNKIES?
Kicking off 2022: Inflation up, stocks down, what to do?