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Thematic
SaaS Is Not Dead (Thematic)
AI-driven pessimism has compressed SaaS multiples to levels that underestimate moat durability and long-term cash flows.
Feb 9
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Mont Blanc Research
26
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Basket of Stocks: Planned Japanese Investments in the US
Japan has pledged to donate around $550 billion in the U.S. as a part of the recent trade deal. Here is the basket of stocks benefiting from this…
Nov 12, 2025
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Mont Blanc Research
6
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France in need of a Sixth Republic
Institutional fatigue and fiscal drift are reshaping France’s political economy and creating investment opportunities
Oct 21, 2025
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Mont Blanc Research
5
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