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Invest in the Journey
Munro Partners
44 episodes
4 days ago
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Investing
Business
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All content for Invest in the Journey is the property of Munro Partners and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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Investing
Business
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Part Two - The breakdown on Q2 Earnings Season: the team talk Nvidia, Microsoft, Novo Nordisk and many other portfolio holdings
Invest in the Journey
27 minutes 32 seconds
1 year ago
Part Two - The breakdown on Q2 Earnings Season: the team talk Nvidia, Microsoft, Novo Nordisk and many other portfolio holdings
In part two of the Q2 Earnings season series, Investment Analysts Daniel Condon, Jean Huang and Nicky Sun discuss the results of companies within our High Performance Computing, Digital Enterprise and Innovative Health Areas of Interest - some of the largest holdings in our portfolios today. Tune in to see how names such as Nvidia, Microsoft and Novo Nordisk performed. If you haven't listened to Part One yet, listen to it here  https://www.podbean.com/eas/pb-42rvi-16b890d Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (ACN 163 522 254) an Australian Financial Service licence holder AFSL 480509. The information discussed in this podcast is for general information purposes only and is not financial advice. You should obtain independent advice from a licensed professional adviser before making any investment decision. The views held by Munro Partners are current at the time of recording and are subject to change. Past performance information given in this document is for illustrative purposes only and should not be relied upon as an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. Information about the Munro funds is available at munropartners.com.au
Invest in the Journey