Podcasts
Investing in Climate Change Leaders mini series: The landscape
Welcome to our Climate Series: Investing in Climate Change Leaders. In this series, we will explore Munro’s framework for identifying climate change solutions and explore the structural changes shaping the global economy as the world moves towards net zero. At Munro, we believe that upwards of $50 trillion will be invested to make this transition…
Read MoreNick Griffin on finding stocks that can double earnings in 5 years
Nick Griffin’s path to fund management may have seemed preordained, his father worked in the industry, but his journey has been anything but ordinary. After completing a commerce degree, Griffin missed out on a graduate role with one of the big four accounting firms. That setback led him to the Commonwealth Bank’s investment team,…
Read MoreOn the Couch with Nick Griffin (Munro Partners): Talking AI, Tech and Trump
Welcome to the latest episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to give you valuable insights into the investing world. In this episode, Henry Jennings is joined by Nick Griffin, founding Partner and Chief Investment Officer at Munro Partners. Nick has been a guest on the podcast…
Read MoreQiao Ma: finding killer companies, surviving the GFC & why founders win
Equity Mates Podcast: Nick Griffin – The Nvidia Story is Not Over
Exploring investment opportunities: Nick Griffin’s US research trip
What do self-driving cars, Jensen Huang, McDonald’s drive-through and Mark Zuckerberg all have in common? Nick Griffin talks about their impact on growth investing in the latest episode of our Invest in the Journey Podcast. Join us for this episode with Founding Partner and CIO Nick Griffin, who gives us the rundown of his recent…
Read MorePart Two – The breakdown on Q2 Earnings Season: the team talk Nvidia, Microsoft, Novo Nordisk and many other portfolio holdings
In part two of the Q2 Earnings season series, Investment Analysts Daniel Condon, Jean Huang and Nicky Sun discuss the results of companies within our High Performance Computing, Digital Enterprise and Innovative Health Areas of Interest – some of the largest holdings in our portfolios today. Tune in to see how names such as Nvidia,…
Read MorePart One – The breakdown on Q2 Earnings Season: the team talk On Running, SharkNinja, AXON and other portfolio holdings
In this episode of Invest in the Journey, Investment Analysts Daniel Condon and Ben Chamberlain discuss the Q2 Earnings Season. This is part one of a two part series that dives into some of the stocks in the Munro universe. Get ready for insights and statistics, as Dan and Ben talk through the latest trends…
Read MoreThe Stock Story Series: GE Vernova
As part of the Stock Story Series, Investment Analyst Daniel Condon, walks us through GE Vernova, the Massachusetts-based energy equipment manufacturing and services company. GEV is working to accelerate the path towards more reliable, affordable, and sustainable energy. Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254)…
Read MoreThe Stock Story Series: SharkNinja
As part of the Stock Story Series, Investment Analyst Ben Chamberlain, walks us through SharkNinja, the Massachusetts-based manufacturer of vacuum cleaners, outdoor grills, ice cream makers and many other lifestyle solutions. Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder…
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