Independent, Bottom-up, Investor-Focused.
Deep-dive research on transformative trends, industries, and companies – designed for those who think long-term.
Deep-dive research on companies, industries, and transformative trends – designed for those who think long-term.
We deliver high-quality, independent investment research that goes beyond the headlines. Our work combines strategic insight with rigorous analysis – helping investors make better, more informed decisions.
Founded by an experienced investor with a background in research, consulting, corporate strategy, and value investing, Montanium Research bridges the gap between academic frameworks and real-world investment opportunities. With nearly two decades of experience analyzing companies and markets, our mission is simple: to provide investors with research that truly adds value.
Latest Research
Charter Comm.: Squeezed between Fiber Overbuilds and FWA?
Executive Summary Charter Communications is one of the largest US cable operators, generating about USD 3.6 billion in levered after-tax ...
Volkswagen AG: The market’s doomsday view on European mobility
EV ramp-up, competition from China, US tariffs: What will the countermeasures bring? ...
German real estate “flipper” Noratis: Suffering from leverage and variable interest rate loans
Executive Summary Starting point: Fundamentally favorable valuation of the real estate portfolio Noratis AG specializes in the “flipping” of residential ...
Air Lease: Stable Business Model with Attractive Growth Opportunities
The business model of leasing aircraft to large airlines has been discussed in several places recently. Among others, Woodlock House ...