{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/8c560a52-84ff-4b06-b819-f4e9bd6e85ef/8136933f-6942-4866-90d1-cf6e0d284b3b?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Expert Investor: Nick Griffin - Finding High Growth Companies","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/6113c4e58b49030d2716f6e0/6113c5918ccb1a0014f0036e.jpg?height=200","description":"<p>Nick Griffin is the founding Partner and the Chief Investment Officer of <a href=\"https://munropartners.com.au/\" rel=\"noopener noreferrer\" target=\"_blank\">Munro Partners</a>. He is responsible for the investment management of Munro’s key investment funds and the formulation and implementation of the proprietary investment process. Has has extensive experience, and has been managing global long / short equity mandates for over 12 years.</p><p>We were honoured to chat with Nick about his investing philosophy and process searching for growth companies.</p><p>Nick is also a conference fund manager for the <a href=\"https://www.sohnheartsandminds.com.au/\" rel=\"noopener noreferrer\" target=\"_blank\">Sohn Hearts &amp; Minds conference</a> in Australia, and will be pitching again in 2020. Nick pitched the Trade Desk (NASDAQ: TTD) at 2019 Sohn Hearts and Minds Conference which is up 150% (since pitched on 22 November 2019).</p><p>This was a fantastic interview, where we covered:</p><ul><li>Where his research process starts?</li><li>How do you know when to enter and exit a stock when looking at it through a growth framework?</li><li>Does value mean anything - what do you say to people who look at the P/Es of Amazon, Afterpay etc and comment on valuation?</li><li>Discounted cash flow and his views on record low interest rates</li><li>Plus so much more!</li></ul><p><br></p><p>We hope you enjoy this interview as much as we did. If you want to see more of Nick, a reminder you can buy tickets to the <a href=\"https://www.sohnheartsandminds.com.au/\" rel=\"noopener noreferrer\" target=\"_blank\">Sohn Hearts &amp; Minds Conference</a> to see his stock pitch, along with other fund managers. For 20% off the ticket price use HM1MATES</p><p>——————–</p><p>Have you just started your investing journey? Head over to&nbsp;<a href=\"https://equitymates.com/get-started-investing-podcast/\" rel=\"noopener noreferrer\" target=\"_blank\">Get Started Investing</a>&nbsp;– our 12-part series with all the fundamentals you need to feel confident to start your investing journey.</p><p>Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more&nbsp;<a href=\"http://www.equitymates.com/\" rel=\"noopener noreferrer\" target=\"_blank\">here</a>.</p><p>If you have any questions, head to Equity Mates Facebook Discussion Group and ask the Equity Mates community.</p><p>Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit&nbsp;<a href=\"http://www.diamantina.com.au/\" rel=\"noopener noreferrer\" target=\"_blank\">http://www.diamantina.com.au/</a></p>","author_name":"Equity Mates Media"}