Monta Capital Project
Luca MontanariBuilding a liquid market portfolio in public, with independent research, transparent decisions, and a long-term compounding mindset.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 38 | Founded | 2 years ago | Last Issue | 4 days ago |
| Active | |||||
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montacapital.substack.comLatest Issues
Portfolio Update: Adding Deckers Outdoor
A company I have monitored for a long time finally moved into the buy zone.
Deckers owns two of the strongest footwear brands in the market: UGG and HOKA.
UGG remains highly profitable.
HOKA continues to grow, take share, and expand inte...
Portfolio Update: Rotating Into Better Odds
A small portfolio reshuffle.
Three new starter positions, one increase, and one exit.
The portfolio now holds 16 active positions.
You can access the live portfolio here:
⬇️ Portfolio ⬇️
https://getqu.in/yCbRGy/
Thanks for reading Mon...
The Ledger #12 - Your Behavior Is the Real Benchmark
Hello 👋
Welcome to the The Ledger.
I am building a real-money portfolio in public. The portfolio is multi-asset, liquid, and managed with a permanent capital mindset.
Subscribe to follow the project and get every new post.
Subscri...
Portfolio Update: New Positions, Same Discipline
I deployed about 10% of the portfolio’s cash balance.
Cash now stands at 63.14%.
The portfolio is still defensive, but I found a few opportunities to increase conviction and start building new positions.
You can access the live portfolio...
Research Note #08 — Adyen
Some ideas deserve attention before they deserve capital.
This series is where we study one asset at a time, define the risk, and decide what price would make the bet worth taking.
I am building a real-money portfolio in public. Subscribe...
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The writers behind this newsletter.
Multi-asset investor/analyst.
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