Are markets overvalued? It depends on how you look at it.In this excerpt from a recent client presentation, Andy shares our investment philosophy and why traditional metrics like PE ratios can be misleading when evaluating companies with transformational growth potential.

Key Topics Covered:

→ Why the market persistently undervalues long-duration growth opportunities

→ The distribution of PE ratios in the S&P 500 today

→ Case studies: Why low PE stocks aren't always cheap (Charter Communications, Molson Coors)

→ Why high PE stocks can be undervalued (Spotify's 10x return despite 100+ PE ratio)

→ How we identify companies with reliable future earnings power

Why This Matters:If the world is changing at an accelerated rate today versus the past, then the usefulness of traditional PE ratios may be diminishing. Understanding this helps investors identify tomorrow's winners while they're still undervalued by conventional metrics.

Presentation slides available at: https://7041279.fs1.hubspotusercontent-ap1.net/hubfs/7041279/2511_Montaka_Spotlight_Series_Slides.pdf

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.