Partner: Munro Partners
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Stock Story: ASML – Supplier to the Semiconductor Industry
ASML’s performance in the quarter was driven by the arrival of the company’s capital markets day in November 2022.1st Mar, 2023
Source: Munro Partners
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Stock Story: Novo Nordisk - Key Contributor to Healthcare Innovation
Munro Partners provide an overview of a stock set to benefit from healthcare innovation.1st Feb, 2023
Source: Munro Partners
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ASML Stock Pitch
Bryce's first pick was ASML (NASDAQ: ASML), if you want to know more about that stock, here is the video of the full pitch for ASML by Nick Griffin from Munro Partners.9th Dec, 2022
Source: Munro Partners
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Stock Story: Cheniere Energy
Munro Partners give an overview of a stock, they believe will continue to benefit from the decarbonisation of the planet.31st Oct, 2022
Source: Munro Partners
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Stock Story: Advanced Drainage Systems
Munro Partners give an overview of a stock, they believe is a relatively undiscovered climate change champion.26th Oct, 2022
Source: Munro Partners
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Stock Story: Constellation Energy
Munro Partners give an overview of a stock set to benefit from the United States energy transition.20th Oct, 2022
Source: Munro Partners
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Stock Story: NextEra Energy (NYSE: NEE)
Munro Partners give an overview of a stock set to benefit from the structural growth opportunities associated with clean energy.17th Aug, 2022
Source: Munro Partners
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Stock Story: Waste Management (NYSE: WM)
Munro Partners give an overview of a stock set to benefit from the structural growth opportunities associated with waste and the circular economy.8th Aug, 2022
Source: Munro Partners
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Stock Story: AMD
Munro Partners give an overview of a US stock set to benefit in the 4th era of the global semiconductor industry.28th Jul, 2022
Source: Munro Partners
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Stock Story: Nutrien
In this short article our friends at Munro Partners share what they like about the company and it's future prospects.16th Jun, 2022
Source: Munro Partners
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Stock Story: Danaher
In this article our friends at Munro Partners share insight into a company they believe has great potential for continued future revenue generation.7th Jun, 2022
Source: Munro Partners
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10 stocks to save the world
The need to decarbonise the planet is a major thematic of our time, and Climate represents a significant long term investment opportunity. In this article Munro Partners outline 10 companies currently best positioned to champion the planet’s need to reach net-zero and ‘save the world’.10th May, 2022
Source: Munro Partners
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Two 'clean energy' companies worth watching
"The world is heading toward a zero-carbon future, and climate change is the next big S-curve, one that will last twenty years or more". In this article our friends at Munro Partners explore two companies they see as 'clean energy' leaders.3rd May, 2022
Source: Munro Partners
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Two 'circular economy' companies worth watching
We all recycle. Despite this, 99% of the stuff we harvest, mine, process and transport are trashed within six months. There is obvious room for improvement and in this article our friends at Munro Partners explore two companies they see as 'circular economy' leaders.28th Apr, 2022
Source: Munro Partners
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The biggest opportunity since the internet
You could be forgiven for believing that your outrage has fallen on deaf ears, especially in Australia. However, the overwhelming worldwide demand for ESG and socially responsible initiatives from customers, employees and shareholders has influenced most corporations in changing their behaviour - virtually every company we meet is talking about their sustainability goals.10th Mar, 2022
Source: Munro Partners