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Best Buys — September 2026
The highest-ranked opportunities in our research system.
Sep 28
•
Monta Capital
1
Dispersion Is the Opportunity
Investor Letter — September 2026
Sep 25
•
Monta Capital
Research Note #15 — Paychex
A study of quality, price, odds, and sizing.
Sep 24
•
Monta Capital
1
AI Is Starting to Look Like an Industrial Business
The next phase of AI investing may be less about revenue growth and more about capital intensity, ROIC, and the price we pay.
Sep 22
•
Monta Capital
3
Research Note #14 — Applovin
A study of quality, price, odds, and sizing.
Sep 17
•
Monta Capital
1
Gold Review — September 2026
The thesis can remain intact while the price becomes less attractive.
Sep 16
•
Monta Capital
1
The S&P 500 Is Expensive. That Doesn't Mean Every Stock Is.
10 U.S. quality stocks trading below 15x earnings that are worth researching.
Sep 15
•
Monta Capital
2
Research Note #13 — Yelp
A study of quality, price, odds, and sizing.
Sep 10
•
Monta Capital
Universe Update: Adding 10 Stocks
The Universe is expanding.
Sep 9
•
Monta Capital
Nike: A Mispricing Case Study
A world-class brand, a broken growth engine, and a valuation that finally deserves attention.
Sep 8
•
Monta Capital
6
1
Research Note #12 — Alfa Financial Software Holdings
A study of quality, price, odds, and sizing.
Sep 3
•
Monta Capital
4
1
Digital Asset Review — September 2026
Quality, Valuation and Value Accrual Across Our Investable Universe
Sep 2
•
Monta Capital
2
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