Long research

Latest news and analysis on Long research

Equities

Microsoft and Massive Cloud Markets

In the 1990s Microsoft capitalized on the explosion of personal computing worldwide with Windows and Office. Today Microsoft is taking advantage of another massive...
Chris Demasi
Montaka Global Investments
Equities

Will Spotify be a long-term winner?

We believe Spotify (NYSE: SPOT) is an attractive investment opportunity because it commands an improving leadership position in the structurally growing, global...
Andrew Macken
Montaka Global Investments
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