Partner & Portfolio Manager, Kieran Moore, sat down with Dan Condon and Subbu Kumar, Munro's Investment Analysts to discuss the latest results season.
IMPORTANT INFORMATION: The information provided by Munro Partners is for educational purposes only and is not intended to include or constitute as financial product advice. You should obtain independent advice from an Australian Financial Services Licensee before any investment decision. Views held by Munro Partners are current at time of recording and are subject to change.
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
Munro x Livewire: Earnings Season Review
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
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