Buy Sell Hold: 4 disruptive winners & 2 overhyped darlings

April 30, 2021

Which were the winning listed companies of the last decade? Just take a look at the pointy end of the global rich list: Amazon’s Jeff Bezos, Tesla’s Elon Musk, Facebook’s Mark Zuckerberg, Microsoft’s Bill Gates, Google’s Larry Page and Sergey Brin.

But then these companies weren’t always at the top. They had to displace others (General Electric, anyone?). And what they all have in common, beyond technology, is disruption. Which begs the question: which up-and-coming companies are now charging to the finish line – ready to take them on and even surpass them in the never-ending race to global domination?

In this episode of Buy Hold Sell,  Nick Griffin, CIO Munro Partners, shares his thoughts on four stocks already on the path to global disruption.

To watch the video or read the transcript, click here.

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Categories: Insights



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