VIDEOS
MARENGO CAPITAL
Dive into the thinking, methodology and insights behind Marengo Capital’s value-creation approach. Here you’ll find a curated selection of video content, from keynote talks and panel discussions to case walkthroughs and thought-leadership segments, all presented through the lens of long-term enterprise value.
NOVEMBER 2025
ECONOMIC SUSTAINABILITY
THE RISE AND FALL OF ECONOMIC SUSTAINABILITY
Corporations cannot be all things to all people because they will disappoint everyone. They cannot even be all things to some people. To be economically sustainable, capable of not only surviving but thriving, corporations need to increase long term enterprise value and serve shareholders as owners. In doing so, shareholders receive an efficient return which can be reinvested in the same or another corporation, allocated to philanthropic or political causes, used to help family members, or to buy a classic car, or go on holidays. It will also allow mums and dads to fund a reasonable retirement at a reasonable age.
We are at an inflection point. Failure is not an option. Both labour and capital are more mobile than they have ever been. If Government continues to bleed entrepreneurs and entrepreneurialism, labour and capital will seek greener pastures elsewhere. This has already commenced with gusto in the United Kingdom with over 10,000 millionaires leaving the UK in 2024 alone, more than double the previous year. This will happen in Australia too if remedial steps are not taken. The golden geese will lay their golden eggs somewhere else.
OCTOBER 2025
FUNCTIONAL STATICS & MARKET DYNAMICS
DO YOUR OPERATING MODEL, POLICIES, STRATEGIES AND KPI HELP OR HINDER YOUR TREASURY TO MEET THE CHANGING MARKET?
If you do not know the answer – the answer will be ‘hinder’ – because static treasury infrastructure diverges materially from rapidly evolving market dynamics. This divergence problem is made worse by the passage of time.
SEPTEMBER 2025
ARTIFICIAL INTELLIGENCE, IQ & DUE DILIGENCE
ARE YOU EXPLOITING, OR THINKING ABOUT EXPLOITING, AI IN YOUR WORKFLOW?
AI has captured the imagination of many economic agents, with greed and fear in equal measure. Treasurers tend to be more circumspect. Is it time for Treasurers to dip a toe into AI, go all-in, or steer clear? For those who get it right by performing essential due diligence, they will increase productivity and improve decision making. Those who do not perform due diligence, are exposing themselves to massive liability.
Research by The Massachusetts Institute of Technology (MIT) found that the vast majority of AI investments were yielding “zero return” for businesses. “Despite $30-40bn in enterprise investment into Gen[erative]AI, [the MIT] report uncovers a surprising result in that 95pc of organisations are getting zero return”. In other words, AI is a tool not the solution.