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The breakdown on Q2 Earnings Season: the team talk On Running, SharkNinja, AXON and other portfolio holdings

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Manage episode 436767077 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.

In this episode of Invest in the Journey, Investment Analysts Daniel Condon and Ben Chamberlain discuss the Q2 Earnings Season. This is part one of a two part series that dives into some of the stocks in the Munro universe. Get ready for insights and statistics, as Dan and Ben talk through the latest trends and innovations within these companies like the newest On Running shoes, Draft One bodycams, Ninja Slushis and much more.

Any of the episodes mentioned in this podcast can be found on our website munropartners.com.au

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 munropartners.com.au

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34 episodes

Artwork
iconShare
 
Manage episode 436767077 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.

In this episode of Invest in the Journey, Investment Analysts Daniel Condon and Ben Chamberlain discuss the Q2 Earnings Season. This is part one of a two part series that dives into some of the stocks in the Munro universe. Get ready for insights and statistics, as Dan and Ben talk through the latest trends and innovations within these companies like the newest On Running shoes, Draft One bodycams, Ninja Slushis and much more.

Any of the episodes mentioned in this podcast can be found on our website munropartners.com.au

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 munropartners.com.au

  continue reading

34 episodes

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