Letters by company

REA Group Limited/ADR

1 letter discussing RPGRF. Everything written about it on this site is on its ticker page.

Montaka Global Investments Quarterly Update for September 2026: AI Risk and Bond Yields Montaka sold TSMC and REA Group despite viewing both as competitively advantaged, reallocating toward cloud computing and increasing Uber while trimming Salesforce and Moderna after rallies. The portfolio argues that AI-driven cyber and regulatory risks are rising, while higher yields and fiscal refinancing needs are creating debt-trap risks for heavily indebted governments. Q3 2026 453950 RPGRF $24B