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!
AWS Under the Hood: Why Growth Expectations Look Too Low
In this role-reversal episode of Montaka Spotlight, host Lachlan sits down with Montaka CIO Andy Macken to go under the hood of Amazon Web Services. Skipping the technical detail on cloud and AI, they focus on the economics: capacity set to double by the end of 2027, compute prices rising as demand outruns supply, and a revenue mix that may lift margins.
Andy applies the cost curve framework he knows from his strategy consulting days to explain why growth expectations for AWS appear too low. We elaborate on the cost curve framework from this episode in a case study in our quarterly letter.
Listen for a stylised unit economics example and a clear view on what the market may be missing.
#MontakaSpotlight #AWS #AmazonWebServices #AIInfrastructure #CloudComputing #InvestingPodcast #Montaka #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.
14 Sept 2026
Visa and Mastercard: How Tokenization Unlocks the Next Growth Leg
Visa has just over 5 billion cards in circulation. It has more than 17 billion tokens.
In this edition of Montaka's Spotlight series, Andrew Macken is joined by senior analyst Lachlan Mackay to unpack tokenization, the technology sitting quietly behind almost 60% of Visa's e-commerce transactions.
They cover what a token actually is, why your Netflix account has never seen your real card number, and how the mapping between the two gives Visa and Mastercard a data set no competitor can recreate. They then turn to value added services, now the fastest growing part of both businesses, and to the expectations currently embedded in the share prices.
Visa and Mastercard are long-held positions in Montaka's portfolio.
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.
#Investing #Payments #Fintech #Visa #Mastercard #Tokenization #GlobalEquities #MontakaGlobal #InvestmentPodcast
7 Aug 2026
Why China's Kimi is a gift to the western hyperscalers
An open weight AI model out of China just landed in the top four in the world, and it is free to download.
In this Spotlight Series episode, Andrew Macken is joined by Montaka's Director of Research, Amit Nath, to unpack what the collapse in the cost of intelligence means for Western AI labs, for the software companies building on top of them, and for the hyperscalers who own the compute underneath.
They cover why the foundation model layer turned out to be the vulnerable part of the stack, how model orchestration through Bedrock, Vertex and AI Foundry lowers cost per outcome, and why cheaper intelligence is driving demand for compute infrastructure rather than reducing it.
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.
#KimiK3 #OpenWeightAI #Hyperscalers #Techstocks #Equities #Investing #AIInfrastructure #FoundationModels #AIInvesting #GlobalEquities #TechInvesting #Montaka #SpotlightSeries #LLMs #AIAgents
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Spotify
5.0 / 5
6 ratings
Podcast Authority Score: 25 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
38
Social presence
0
YouTube
0
Engagement
32
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