Invest in the Journey

The 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. 
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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 podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this document is given for illustrative purposes only and should not be relied upon as (and is not) an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at www.munropartners.com.au. 

Bubble 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.
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 making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this document is given for illustrative purposes only and should not be relied upon as (and is not) an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at www.munropartners.com.au. 

Recapping 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. 
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 by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this document is given for illustrative purposes only and should not be relied upon as (and is not) an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at www.munropartners.com.au. Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509.

3x 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 general 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 of publication. Market conditions may change which may impact the information contained in this podcast. You should obtain independent advice from a licensed professional advisor before making any investment decision. Information about the Munro funds is available at munropartners.com.au. Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509.     

Special 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 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 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 of publication. Market conditions may change which may impact the information contained in this podcast. You should obtain independent advice from a licensed professional advisor before making any investment decision. Information about the Munro funds is available at munropartners.com.au. Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509.     

Munro 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. 
 
website: munropartners.com.auFSG: Read it hereThe 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 of publication. Market conditions may change which may impact the information contained in this podcast. You should obtain independent advice from a licenced professional adviser before making any investment decision. Information about the Munro funds is available at www.munropartners.com.au. Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509.

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 and, of course, the team's thoughts on cryptocurrency. website: munropartners.com.auFSG: Read it hereThe 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 of publication. Market conditions may change which may impact the information contained in this podcast. You should obtain independent advice from a licenced professional adviser before making any investment decision. Information about the Munro funds is available at www.munropartners.com.au. Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509.

Tesla, Trash & Texas: Kieran Moore and Dan Condon recap their trip to the US

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.auFSG: Read it hereThe 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 of publication. Market conditions may change which may impact the information contained in this podcast. You should obtain independent advice from a licenced professional adviser before making any investment decision. Information about the Munro funds is available at www.munropartners.com.au. Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509.

International Women’s Day: A round table talk with Lechelle Hooper, Joanna Tan and Qiao Ma

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 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 of publication. Market conditions may change which may impact the information contained in this podcast. You should obtain independent advice from a licenced professional adviser before making any investment decision. Information about the Munro funds is available at www.munropartners.com.au. Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509.

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. 
website: munropartners.com.auFSG: Read it hereThe 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 of publication. Market conditions may change which may impact the information contained in this podcast. You should obtain independent advice from a licenced professional adviser before making any investment decision. Information about the Munro funds is available at www.munropartners.com.au. Munro Partners is a corporate authorised representative of Munro Asset Management Limited, AFSL 480509.