James Marley of LiveWire Markets interviews Munro Partners CIO, Nick Griffin. Their wide ranging discussion covers a range of key points, including:
- What it truly means to be a growth manager
- “S-curves”: what they are and why they’re important
- How to tell structural winners from losers
- How “structural losers” feed into Nick’s short positions
- Where to now for Netflix as new threats emerge
- Nick’s outlook for US earnings at this stage of the cycle
- The biggest changes to Nick’s portfolio in the past 12 months
- The most exciting growth prospect Nick has come across recently
Click here to watch or listen to the interview (video or podcast).
The views expressed are her own and do not consider the circumstances of any investor.
