Stock stories
Stock Story: Constellation Energy
The 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…
Read MoreThe 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 MoreStock Story: Liberty Media Formula 1
Invest in the Journey Podcast: Episode 20 – The driver of Formula One: Stock Story of Liberty Media
This episode of Invest in the Journey podcast sees Partner & Portfolio Manager, James Tsinidis dive into the stock story of Liberty Media: Formula One. The information provided by Munro Partners is general information and is for educational purposes only. The video is not intended to include, or constitute as, financial product advice. The views…
Read MoreSohn Hearts & Minds 2023: Kieran Moore pitches Wise
The 2023 Sohn Hearts and Minds Investment Leaders Conference took place at the Sydney Opera House on November 17. Munro Partners was represented by Kieran Moore, Portfolio Manager. This year marks the sixth year of Munro’s participation in the conference. Sohn Hearts and Minds has successfully raised over $60 million for medical research since…
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