Have Nvidia, Meta and Microsoft’s valuations got out of hand? Munro Partners’ portfolio manager Kieran Moore, CFA details his view of these stocks and why structural tailwinds are providing a long runway for Nvidia to grow its earnings in 2024.

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Kieran Moore

Kieran Moore is a Partner & Portfolio Manager at Munro Partners. He is responsible for championing stock ideas and managing these positions within the portfolio. Kieran has specialised in global growth equities for the last 10 years. Over his career, Kieran has undertaken additional functions within the investment team, including risk management, portfolio analytics and trading.

Information provided is general information and is for educational purposes only, and does not include, or constitute as, financial product advice.