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Nick Griffin

Lessons from our best and worst trades

Nick Griffin
Nick Griffin Munro Partners

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

More room to run in video gaming stocks

Nick Griffin
Nick Griffin Munro Partners

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

Two different ways to play AI

Nick Griffin
Nick Griffin Munro Partners

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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Cheer up Australia, it’s not that bad!

Nick Griffin
Nick Griffin Munro Partners

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

The 5 essential traits of growth stocks

Nick Griffin
Nick Griffin Munro Partners

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

Growth trend: The rise of gaming

Nick Griffin
Nick Griffin Munro Partners

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 Munro Partners

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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