Today’s Spotlight episode comes from Andy’s global stage presentation at the Wide-Moat Investing Summit.

View the slides here: https://tinyurl.com/floor-decor

The focus? Floor & Decor – a U.S. retailer with undervalued potential. You’ll learn why flywheels matter, how cyclical lows create opportunity, and what makes this business a possible long-term compounder.

Timestamps:
00:00 – Intro & conference background
00:23 – Why Floor & Decor?
01:15 – Montaka’s investment framework
02:08 – What makes a long-term winner
04:05 – The power of flywheels
05:41 – Why markets underestimate reliable growth
06:56 – Floor & Decor business overview
08:28 – Investment thesis pillars
12:23 – U.S. housing market drivers
16:28 – Pent-up demand for flooring
20:14 – Flywheel dynamics explained
23:17 – Store growth & market share
25:27 – Revenue, margins & valuations
31:14 – Why future margins could expand significantly

#Investing, #Stocks, #Global, #MontakaGlobal, #ValueInvesting, #LongTermGrowth, #Compounders, #RetailStocks, #WideMoat, #CompetitiveAdvantage, #Montaka, #FloorAndDecor, #FlywheelEffect

What do you get when you mix AI, cloud infrastructure, and $100B in annual CapEx? A generational shift. In this episode, Andy and Amit explore why Microsoft, Google, and Amazon are growing faster than ever—and why this cloud boom still has miles to run. From legacy workload migration to generative AI token explosions, tune in for an investor’s view on the real backbone of the intelligence revolution.

#cloudcomputing #generativeAI #hyperscalers #SpotlightSeries #Montaka

Disclaimer: Issued by Montaka Global Pty Ltd ABN 62 604 878 533, AFSL 516942. This information is general in nature and does not take into account your specific needs or circumstances. You should consider your own financial position, objectives and requirements and seek professional financial advice before making any financial decisions.

What 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 #GlobalEquities

Disclaimer: Issued by Montaka Global Pty Ltd ABN 62 604 878 533, AFSL 516942. This information is general in nature and does not take into account your specific needs or circumstances. You should consider your own financial position, objectives and requirements and seek professional financial advice before making any financial decisions.

Join 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 managers

Tune in for expert analysis on what these trends mean for investors.

Key Timestamps & Topics Covered:

• 00:00:00 - 00:01:20 | Introduction & Conference Overview

  • Format of the Bernstein Conference (fireside chats with top CEOs).

  • Why it’s a must-attend for investors.

• 00:01:20 - 00:08:55 | AI in Restaurants: Yum! Brands vs. Rival Strategies

  • How Yum! leverages centralized AI (e.g., Byte by Yum) for supply chain, staffing, and loyalty.

  • Contrast with Restaurant Brands International’s decentralized approach.

• 00:09:29 - 00:13:57 | ServiceNow’s Expansion Beyond IT Budgets

  • Using AI to cut corporate real estate costs (e.g., a 25% footprint reduction case study).

  • Why labor and real estate budgets are now fair game for software spend.

• 00:14:57 - 00:20:03 | Private Credit: Stability at the Top, Fragmentation Below

  • Default rates remain low for institutional players (KKR, Blackstone).

  • Risks in smaller, subscale private credit funds.

• 00:20:24 - Close | The Institutional Shift to Premium Asset Managers

  • NYC Pension Fund’s consolidation from 74 managers to 45.

• Why firms like KKR and Blackstone are winning.

  
  

  #Investing #AI #PrivateCredit #AssetManagement #BernsteinConference #ServiceNow #RestaurantTech #KKR #Blackstone

  
  

  Disclaimer: Issued by Montaka Global Pty Ltd ABN 62 604 878 533, AFSL 516942. This information is general in nature and does not take into account your specific needs or circumstances. You should consider your own financial position, objectives and requirements and seek professional financial advice before making any financial decisions.

In 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 data-rich platforms (like ServiceNow) have a moat.

• 00:22:21 – The shift from "seat-based" to value-based pricing in AI.

• 00:25:02 – Will AI create societal disruption? The upside for businesses.

#AIAgents #FutureOfWork #Productivity #Investing #AIRevolution #TechTrends #MontakaInsights #Technology #Insights #AndrewMacken #AmitNath #MontakaGlobal

Disclaimer: Issued by Montaka Global Pty Ltd ABN 62 604 878 533, AFSL 516942. This information is general in nature and does not take into account your specific needs or circumstances. You should consider your own financial position, objectives and requirements and seek professional financial advice before making any financial decisions.

In 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 investors, tech enthusiasts, and anyone curious about the future of e-commerce.

#Amazon #Robotics #AI #SupplyChain #Innovation #Logistics #Flywheel #Investing #TechTrends #FutureOfWork

Disclaimer: Issued by Montaka Global Pty Ltd ABN 62 604 878 533, AFSL 516942. This information is general in nature and does not take into account your specific needs or circumstances. You should consider your own financial position, objectives and requirements and seek professional financial advice before making any financial decisions.

In 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 #Blackstone

Disclaimer: Issued by Montaka Global Pty Ltd ABN 62 604 878 533, AFSL 516942. This information is general in nature and does not take into account your specific needs or circumstances. You should consider your own financial position, objectives and requirements and seek professional financial advice before making any financial decisions.

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 #TechDisruption #OpenSource #CloudComputing #Salesforce #Microsoft #Montaka #Podcast #AIRevolution #TechMarkets #InnovationDisclaimer: Issued by Montaka Global Pty Ltd ABN 62 604 878 533, AFSL 516942. This information is general in nature and does not take into account your specific needs or circumstances. You should consider your own financial position, objectives and requirements and seek professional financial advice before making any financial decisions.