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Munro Partners

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Markets sending contradictory signals

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Area of Interest – The emerging consumer: Munro Partners

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The big winners from structural growth: Munro Partners

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Alphabet breaking up? Huawei breaking down?

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CPD: 5G – connecting to new investment opportunities

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Key investment theme – 5G: Munro Partners

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Finding stocks that perform through the cycle: Munro Partners

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The S-curve beats the macro every time

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Is Amazon cheaper than Coke?

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