High Conviction Global Growth, A.I. | Nick Thomson
In today’s ROCast, Murdoch is joined by Nick Thomson, the Portfolio Manager at Lakehouse Capital Global Growth Fund.
Finding growth in global technology and life sciences | Michael Frazis
In today's ROCast Murdoch speaks with Michael Frazis, the founder and portfolio manager at Frazis Capital Partners.
Two signs a new dawn is arriving for growth investors (and five stocks to take advantage)
Munro's Jeremy Gibson outlines two key reasons why the team is more bullish than bearish, and why golfer Cam Smith is his dream investor.
The six characteristics of great growth companies
Munro CIO Nick Griffin shares the six characteristics he looks for in a growth company, and the three major themes he’s most excited about.
1 down, 2 to go: The 3 recovery signs Nick Griffin is waiting for
If you are like me, you're probably sick of reading about rising interest rates, inflation and the dreaded R word - recession. We get it. It's not the easiest time...
Why Amazon should top your 'bear-market bargain' list
What do you call a company that, when it surprises the market with very strong free cash flow, sees its stock crash 30 percent? Amazon! In its first-quarter earnings...
Why Fidelity's Amit Goel is bullish on 2 sectors that have fallen out of favour
By virtue of their stage of economic development, emerging markets can offer investors supercharged growth opportunities. It follows that the greatest number of...
Thinking of selling? Don't. Act like a business owner
The first five months of 2022 have been extremely challenging for investors as equity markets have sold off heavily amid macroeconomic and geopolitical uncertainty....
Bullwhip effect: Why big tech earnings (and share prices) will snap back
Since their 2021 peaks, the share prices of the world’s largest technology companies have recorded breathtaking declines. These once high-flying stocks have seen...
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