Podcasts
The Stock Story Series: ASM International
As part of the Stock Story Series, Investment Analyst Dan Condon, explains how ASM International is building machines that make it possible to produce even smaller chips. Find out how they’re crafting the future and enabling the AI phenomenon. Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163…
Read MoreNvidia became the biggest company in the world. Now what?
Munro has been a big fan of Nvidia for a long time, and the investment team’s maths had predicted that Nvidia could become the biggest company in the world, and on Wednesday, 19th of June 2024, that played out. So, now that Nvidia has reached that milestone, what does its future hold? Does the investment…
Read MoreThe breakdown on Q4 Earnings Season: the team talk Nvidia, Microsoft, Meta and other portfolio holdings
In this episode of Invest in the Journey, Dan Condon, Jean Huang and Ben Chamberlain, our Investment Analysts at Munro, join Portfolio Manager Kieran Moore to discuss the key takeaways from Q4 earning season. FSG: Read it here Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254)…
Read MoreBubble or no bubble? Nick Griffin’s thoughts on Nvidia’s latest results
Join us for the latest episode of Invest in the Journey as Nick Griffin unpacks Nvidia’s latest earnings results, its impact on the AI landscape and whether or not he thinks it’s a bubble. FSG: Read it here Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254)…
Read MoreRecapping and repositioning: Nick Griffin recaps 2023 and provides an outlook for 2024
In this episode, join CIO Nick Griffin as he recaps the key market trends, investment strategies, and economic events that shaped 2023. Nick also provides his thoughts on what the emerging trends will be for 2024 and how the Munro Funds are positioned for the new year. FSG: Read it here The information provided by Munro…
Read More3x renewables, 2x efficiency, 1x passionate young activist: our key takeaways for COP28
Munro’s Responsible Investment Manager, Mike Harut, gives us the rundown on this year’s Cop28 conference. He runs us through some of the outcomes from the conference, how Munro is targeting investments in the climate landscape and some of the less obvious solutions to decarbonising the planet. The information provided by Munro Partners is for…
Read MoreSpecial Guest Series: Kristo Käärmann
In this exciting episode, Founder & CIO Nick Griffin and Partner & Portfolio Manager Kieran Moore sit down with Kristo Käärmann, the Co-Founder and CEO of a company we have liked for a very long time and one that currently features in a few of our portfolios. They cover a range of topics from the…
Read MoreMunro x Livewire: Earnings Season Review
In this collaboration episode with Livewire Markets, Munro’s Portfolio Managers James Tsinidis and Kieran Moore sit down with guest host, Chris Conway, Livewire Market’s Managing Director, to discuss some key takeaways from the latest earnings season. FSG: Read it here The information provided by Munro Partners is general information and is for educational purposes only.…
Read MoreAreas of Interest: Digital Payments
When was the last time you paid for something with cash? The shift to digital payments is a structural change happening in our world today that has been widely adopted. Partner & Portfolio Manager Kieran Moore breaks down this area of interest for us. Kieran discusses the outlook, key players in the digital payments landscape…
Read MoreInvest in the Journey Podcast: Episode 23 – Areas of Interest: Digital Payments
When was the last time you paid for something with cash? The shift to digital payments is a structural change happening in our world today that has been widely adopted. Partner & Portfolio Manager Kieran Moore breaks down this area of interest for us. Kieran discusses the outlook, key players in the digital payments landscape…
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