Shake-out welcome, but it’s not the end of the tech story: Munro

November 22, 2019

When Nick Griffin was preparing to take the stage at the Sohn Hearts and Minds conference read more

Cloud headwinds no cause for concern: Munro Partners

November 20, 2019

Global IT spending – on software, devices, IT services and data centre systems – continues to read more

Infrastructure as a service: Munro Partners

October 10, 2019

Munro Partners’ Chief Investment Officer, Nick Griffin, provides insight into an Area of Interest for the read more

Winners and losers from the streaming wars: Munro Partners

August 30, 2019

It’s no secret that streaming TV will eclipse free-to-air TV over the coming years. But while read more

How to know when a stock is a structural loser: Munro Partners

August 19, 2019

Investors don’t have to look too far into the past to find stocks that were the read more

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