Typically, rent is one of the largest costs for offline retailers. However, the internet has given rise to a new set of dynamics in an online world for consumer firms with customer acquisition cost (CAC) usurping rent in importance.

Private equity firms are making long-term investments in legacy insurance books. What makes insurance, one of the oldest industries, fraught with regulation, so attractive to these smart investors?

Discussing the lofty valuations of technology companies, and if the sector is truly overvalued in today's times.

An historic change in European philosophy has gone largely unnoticed. Read on to know all about it.

Putting aside the large dip and rebound in March and April, the Aussie has continued to appreciate by around 10 percent in the last three months against the US dollar. So where to from here?

Online marketplaces can be cash cows if revenues cover the high upfront fixed costs due to low incremental costs. But how can a marketplace reach that inflection point so that the flywheel begins to turn in their favour?

The structural growth in enterprise digital transformation is not like most other trends, it is here to stay and that is precisely why we at Montaka Global have meaningfully increased exposure to the businesses we believe will be the longterm winners in the attractive markets within this accelerating trend.

The US elections due to take place in November 2020 will shape the political landscape of the world’s largest economy for years to come. Read on to know the broad conclusions we have arrived at upon estimating the probabilities of possible winners. 

The value of guiding a customer from a legacy on-premise offering into a cloud solution, is not a simple dollar-for-dollar exchange. In fact, the migration usually results in the customer spending 2-3x more with that vendor, but saving 20-50% overall as it is able to shed significant ancillary costs.

While investors have faced a once-in-a-century stumbling block at the hands of COVID-19, the pandemic may prove to be a stepping stone to significant investment opportunity. In this two-part whitepaper, we examine a multi-decade, structural trend that is now accelerating as a direct result of the pandemic.