Corporates are now spending heavily on digital transformation, not just for growth, but for their very survival. This creates a tailwind for providers of cloud computing, data analytics, and AI. Here we look at the winners from this theme, as well as the winners from two other powerful themes for... Show More

Common wisdom holds that investors make the lion’s share of their returns from the big winners (hence, the saying to ‘let your winners run’), but some of the most valuable lessons can come from the mistakes. We recently sat down with Nick Griffin, Head of Investments at Munro Partners to... Show More

The stock market is increasing recognising that the major video game publishers have morphed from “hit driven” business models around AAA game releases, to companies that have been able to build more sustainable franchises via steady gamer engagement through the product cycle. Digitisation of the gaming industry has allowed publishers... Show More

Research firm, Gartner, estimates that AI will power 85% of customer service interactions. In order to achieve this, massive investments will need to be made in two key areas; data, and computing power. In this video, Nick Griffin, Head of Investment at Munro Partners, explains the importance, and some of... Show More

Nick Griffin, Head of Investments at Munro Partners, has been living in the UK for the last two years, and it’s given him a unique perspective on the Australian economy. “We have an office in Edinburgh, the second largest financial centre in Europe. Scotland is a country that’s trying to... Show More

Nick Griffin, Head of Investments at Munro Partners says he has spent many years working to define the key characteristics of true growth companies. From a universe of over 24,000 stocks globally he says there are only 800 companies that truly meet his ‘growth' criteria. Griffin says of these 800... Show More

The gaming market has developed significantly since this author’s gateway game, the legendary Pong, or later through Frogger, Pac-Man or Missile Command on the Atari 2600. Today, the video game industry is a juggernaut. Video games, once the domain of teenage boys on home consoles, has now been opened up... Show More

Nick Griffin, Head of Investments at Munro Partners, says network effects strongly dominate the digital business world. A network effect is when a good or service becomes more valuable as it’s more widely adopted, creating a virtuous cycle. Examples include Google, or closer to home, CarSales.com.au and RealEstate.com.au. “Once you... Show More