Guest: Nick Griffin, Chief Investment Officer, Munro Partners.
The internet changed the lives of every person reading this article (and everyone who isn't for that matter) and the fortunes of almost every business in the world. Today, all the largest companies in the world are internet businesses. The biggest media company is Facebook (or shall we call it Meta?), the biggest advertising company is Google, and the biggest retailer is Amazon. 25 years ago, these companies either didn’t exist, or were mostly unknown.
It might seem like the internet was a once-in-a-lifetime paradigm shift. And while it was indeed a true paradigm shift, it may not be once-in-a-lifetime.
According to Nick Griffin, Chief Investment Officer at Munro Partners, there’s another paradigm shift staring us all in the face: decarbonisation. And just like the internet changed our lives and our businesses, so will decarbonisation.
In this episode of The Rules of Investing podcast, he explains the size and scope of the opportunity, and shares one decarbonisation-exposed company that he believes is materially mispriced. We also learn how to avoid selling your growth stocks too early, and why he sold all the firm's positions in Chinese stocks such as Tencent and Ali Baba.
Full transcript provided here.
Uranium Special - The fundies‘ view (part 3)
Uranium Special - Where are we going? (part 2)
Uranium Special - How did we get here? (part 1)
The complete guide to LICs
A hated sector that Ben Graham would love
John Sevior’s simple principles for investment success
Value, growth... Why not both? An interview with Alex Waislitz.
How Harley Grosser turned $100k into $800k in 4 years
How to avoid portfolio bombs
Peter Morgan: The best asset I've ever bought
How to lower your risk and maximise returns
The big picture view on Aussie equities
The ‘special’ stocks Emma Fisher is hitching the Airlie wagon to
Grantham: This is a bubble, this is serious
Preview: Exclusive interview with Jeremy Grantham
Making money from unloved and out-of-favour stocks
Winning the vaccine trade - where to next?
Inside Morgan Stanley’s bullish bet on the recovery
An inflection point for Aussie shares
The biggest question facing investors today
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