What to own if the market closed for five years

March 27, 2018

Five years is a long time in financial markets. Over long periods like this, Nick Griffin, Chief Investment Officer at Munro Partners, says it’s earnings growth that’s most important.

“Valuations will mean-revert – they’ll always move around. In the long run, earnings growth will ultimately drive the great winners of the future.”

Finding earnings growth means finding the biggest total addressable market, and today, that belongs to Amazon. In this short video, Griffin explains why he expects to see two key areas of Amazon’s business grow by multiples in the next five years.

To watch, click here.

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Categories: Insights



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