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 Q1 earning season.  munropartners.com.au FSG: Read it here Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder AFSL 480509. The information discussed in this video is for general information purposes only and is not financial advice. You should obtain independent advice from a lice ..read more

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. munropartners.com.au FSG: Read it here Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder AFSL 480509. The information discussed in this video is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before mak ..read more

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.  munropartners.com.au FSG: Read it here The information provided by Munro Partners is for general purposes only. The podcast is not intended to include, or constitute as, financial product advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held ..read more

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 company’s mission to their plans for the future. munropartners.com.au Kieran's Sohn Hearts & Minds Pitch: watch it here The information provided by Munro Partners is for general purposes only. The podcast is not intended to include, or constitute as, financial product advice. The views hel ..read more

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.    website: munropartners.com.au FSG: Read it here The information provided by Munro Partners is general information and is for educational purposes only. The podcast is not intended to include, or constitute as, financial product advice. The views held by Munro Partners are current at the time of recording and are subject to change. E ..read more

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 and, of course, the team's thoughts on cryptocurrency.  website: munropartners.com.au FSG: Read it here The information provided by Munro Partners is general information and is for educational purposes only. The podcast is not intended to include, or constitute ..read more

After returning from a research trip in the US, Partner & Portfolio Manager Kieran Moore and Investment Analyst, Dan Condon sat down to talk about the companies they met with, their key learnings and Tesla's Investor Day.  website: munropartners.com.au FSG: Read it here The information provided by Munro Partners is general information and is for educational purposes only. The podcast is not intended to include, or constitute as, financial product advice. The views held by Munro Partners are current at the time of recording and are subject to change. Every effort has been made to ens ..read more

In celebration of International Women's Day 2023, some of Munro's staff sat down to discuss their journeys as women in financial services and their hopes for the industry moving forward.  Thanks to Compliance Manager Lechelle Hooper, Partner & Financial Controller Joanna Tan and Portfolio Manager Qiao Ma for their thoughtful conversation.      The information provided by Munro Partners is general information and is for educational purposes only. The podcast is not intended to include, or constitute as, financial product advice. The views held by Munro Partners are curre ..read more

This episode of Invest in the Journey podcast sees Partner & Portfolio Manager, James Tsinidis dive into the stock story of Liberty Media: Formula One.  website: munropartners.com.au FSG: Read it here The information provided by Munro Partners is general information and is for educational purposes only. The podcast is not intended to include, or constitute as, financial product advice. The views held by Munro Partners are current at the time of recording and are subject to change. Every effort has been made to ensure that the material contained in this podcast is accurate at the time ..read more

We’re back with the second instalment of the Meet the Team series, delving into the staff at Munro to hear about their journeys in investing, work and life. In this episode, we talk to Lechelle Hooper, Compliance Manager at Munro.  website: munropartners.com.au FSG: Read it here The information provided by Munro Partners is general information and is for educational purposes only. The podcast is not intended to include, or constitute as, financial product advice. You should obtain independent advice from a licenced professional adviser before making any investment decision. The views held ..read more