Munro Partners: Advanced Micro Devices

Munro Partners shares their thoughts on a company they believe has a very sustainable earnings growth trajectory ahead due to the beginning of a new era within the high performance computing sector.

July 28, 2022

Munro Partners shares their thoughts on a company they believe has a very sustainable earnings growth trajectory ahead due to the beginning of a new era within the high performance computing sector.

Read Transcript

An Area of Interest for Munro Partners is high performance computing. Watch the video below to see Chief Investment Officer Nick Griffin elaborate further, or read this stock story on Equity Mates to learn about a key portfolio holding in this industry.

Posted

in

News from the Network

on

July 28, 2022

by

,

Munro Partners

An Area of Interest for Munro Partners is high performance computing. Watch the video below to see Chief Investment Officer Nick Griffin elaborate further, or read this stock story on Equity Mates to learn about a key portfolio holding in this industry.

Disclaimer: This material has been prepared by Munro Partners, published on Jul 28, 2022. HM1 is not responsible for the content of linked websites or content prepared by third party. The inclusion of these links and third-party content does not in any way imply any form of endorsement by HM1 of the products or services provided by persons or organisations who are responsible for the linked websites and third-party content. This information is for general information only and does not consider the objectives, financial situation or needs of any person. Before making an investment decision, you should read the relevant disclosure document (if appropriate) and seek professional advice to determine whether the investment and information is suitable for you.

facebook

November 8, 2020

Personality the key in picking winning stocks: Qiao Ma

Qiao Ma says her stock pitch for the Sohn Hearts & Minds Conference on Friday belongs to an industry that will “make people cringe”. That isn’t deliberate but it will prove her point that management trumps all else.

April 26, 2020

‘Bear market has way to go’: Regal Funds’ King warns investors of ‘false dawns and sucker rallies’

Phil King, CIO of Regal Funds warns investors of 'false dawns and sucker rallies'. King calls for investors 'to be patient and wait for the bull market'.

April 1, 2020

No quick rebound from the coronavirus crisis economic downturn, says Hamish Douglass

Magellan chief Hamish Douglass has warned that there will be no quick rebound from the economic downturn caused by the COVID-19 crisis.

May 3, 2019

Manager in focus: Regal Funds Management

This month's manager in focus is Core Fund Manager, Philip King from Regal Funds Management. We asked him a few questions to get to know him better.

October 3, 2023

Understanding the 4 pillar framework underpinning a high conviction strategy

Listen to episode one with Chief Investment Officer Charlie Lanchester and TDM Growth Partners Investment Team Members Ed Cowan and Fraser Christie. They share their unique investment philosophies and delve into two high conviction stocks recommended for the HM1 portfolio.

No results found.

Please try a different search keyword or filter.