I really like the winner effect concept. Nick always nails it when it comes to big industry trends and developments. Thanks for all the insights.
He mentioned ASML months back and I wonder if the investment thesis is still in place.
I like what Nick Griffin is doing. But I am worried that US dollar soon will start debasing with more quantitative easing and that may hurt the earnings from US companies that Munro partners funds include.
Nick can articulate his points well. I have read lots of fund managers say the market is not the same as the economy but no one explains the why and how. So it never really make sense. Nick explained this well - the market is made up of the 500 and 200 listed companies whereas the rest of the economy, the 65% are unlisted and not doing well. Now that makes sense. Well done Nick.