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Nvidia became the biggest company in the world. Now what?

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Manage episode 424396961 series 3450554
Content provided by Munro Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Munro Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Munro has been a big fan of Nvidia for a long time, and the investment team's maths had predicted that Nvidia could become the biggest company in the world, and on Wednesday, 19th of June 2024, that played out. So, now that Nvidia has reached that milestone, what does its future hold? Does the investment case still stack up?

In this episode of Invest in the Journey Podcast with Nick Griffin shares his thoughts on what might come next for Nvidia.

munropartners.com.au

FSG: Read it here

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 given for illustrative purposes only and should not be relied upon as (and is not) 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 www.munropartners.com.au.

  continue reading

33 episodes

Artwork
iconShare
 
Manage episode 424396961 series 3450554
Content provided by Munro Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Munro Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Munro has been a big fan of Nvidia for a long time, and the investment team's maths had predicted that Nvidia could become the biggest company in the world, and on Wednesday, 19th of June 2024, that played out. So, now that Nvidia has reached that milestone, what does its future hold? Does the investment case still stack up?

In this episode of Invest in the Journey Podcast with Nick Griffin shares his thoughts on what might come next for Nvidia.

munropartners.com.au

FSG: Read it here

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 given for illustrative purposes only and should not be relied upon as (and is not) 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 www.munropartners.com.au.

  continue reading

33 episodes

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