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. 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 breakdown on Q4 Earnings Season: the team talk Nvidia, Microsoft, Meta and other portfolio holdings
Bubble or no bubble? Nick Griffin's thoughts on Nvidia's latest results
Recapping and repositioning: Nick Griffin recaps 2023 and provides an outlook for 2024
3x renewables, 2x efficiency, 1x passionate young activist: our key takeaways for COP28
Special Guest Series: Kristo Käärmann
Areas of Interest: Digital Payments
Tesla, Trash & Texas: Kieran Moore and Dan Condon recap their trip to the US
International Women’s Day: A round table talk with Lechelle Hooper, Joanna Tan and Qiao Ma
The driver of Formula One: Stock Story of Liberty Media
Meet the team: Lechelle Hooper
Earnings season wrap: Q4 results
Nick Griffin’s view on China reopening
Meet the team: Josh Watts
ESG.. what? With Mike Harut
Nick Griffin & Ronnie Calvert look in the rear view mirror
A Nuclear Topic
What happened at Cop27?
The sun is shining on renewables
Earnings Season Results Wrap - November 2022
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast