Nick Griffin

Join Nick Griffin, Founding Partner & CIO of Munro Partners, as he delves into the future of Nvidia and why its growth story isn’t over yet. With over 15 years in the chip space, Nick shares invaluable insights on his investment philosophy, highlighting effective strategies for building a long-term portfolio. He discusses the impact of AI on investments, the importance of management alignment, and shares exciting stocks on his radar. Tune in for a blend of expertise and refreshing perspectives on growth stocks.

Nick Griffin, the founding partner and CIO of Munro Partners, shares his journey in stock picking and long-term investment strategies. He discusses the game-changing potential of AI, focusing on NVIDIA’s leading role in the semiconductor market. Griffin also reflects on Amazon's challenges post-pandemic and its path to recovery amid leadership changes. Their conversation delves into navigating structural growth opportunities and the significance of understanding company fundamentals in today's dynamic market.

In this discussion, Nick Griffin, Founding Partner and CIO of Munro Partners, shares insights into Kingspan, the leader in insulation solutions. He explains how Kingspan's strategic growth through acquisitions and its commitment to sustainability have positioned it well in the market. The conversation also covers regulatory impacts on insulation practices, the aftermath of the Grenfell Tower tragedy, and the balancing act between organic and inorganic growth. Griffin emphasizes the company's resilience and innovative product strategies amidst evolving industry dynamics.