Lessons from our best and worst trades

Nick Griffin

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

Two different ways to play AI

Nick Griffin

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

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Growth trend: The rise of gaming

Nick Griffin

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

Why companies with 'Network Effects' win

Nick Griffin

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

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