The market always misprices growth and its sustainability: Munro Partners

May 12, 2021

It was roughly ten years ago now, that Nick Griffin, chief investment officer at Munro Partners, marched into the Melbourne office of Sornem Private Wealth and gave a presentation on how a bookstore would one day turn into a superstore.

We thought he was crazy.

Remember when Amazon sold only books? It’s hard to imagine that it was that same company that exists today. All before Jeff Bezos hatched up a plan for Amazon to become more than just a bookstore and more than just an e-commerce store. Amazon went on to become the biggest internet-based e-commerce company in the world, selling everything via its one-stop shop.

Griffin would say, “This is the S-Curve moment.”

Click here to read the article and more about those S-Curve moments.

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