Internet disruption: Munro Partners

July 20, 2018

James Tsinidis, portfolio manager at Munro Partners, examines Munro’s key theme of internet disruption with a deep dive into Netflix.

In the following video, James outlines the investment basis, its strong network effect which sees it with 120 million subscribers (10% of global broadband homes) and where the growth is to be generated in its total addressable market.

Categories: Insights

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