Munro Partners’ Nick Griffin (Founding Partner & CIO) and James Tsinidis (Partner & Portfolio Manager) are on the latest episode of Talk Ya Book to discuss their listed climate change-focused portfolio, MCCL.ASX, betting on “those companies that are best positioned to champion and win” from decarbonisation. Tune in to hear their insights on the incredible opportunities from these structural changes and how Munro looks to find their “climate winners.” Proudly presented by Honan (www.honan.com.au).

Munro Partners&rsquo; Nick Griffin (Founding Partner &amp; CIO) and James Tsinidis (Partner &amp; Portfolio Manager) are on the latest episode of Talk Ya Book to discuss their listed climate change-focused portfolio, MCCL.ASX, betting on &ldquo;those companies that are best positioned to champion and win&rdquo; from decarbonisation. Tune in to hear their insights on the incredible opportunities from these structural changes and how Munro looks to find their &ldquo;climate winners.&rdquo; Proudly presented by Honan (<a href="http://www.honan.com.au">www.honan.com.au</a>).

Talk Ya Book shines a light on the investment processes used by Australia's best investors as they talk through their highest conviction investment idea. 

Talk Ya Book shines a light on the investment processes used by Australia's best investors as they talk through their highest conviction investment idea.&nbsp;

Chris Judd's Talk Ya Book Podcast

Chris Judd's Talk Ya Book

Nick Griffin & James Tsinidis

Sunny Bangia joined Chris Judd on Talk Ya Book today to talk us through Fair Isaac Corporation (FICO). FICO's dominance in credit scoring (over 90% US market share), potential for increased profits and room for price increases make it a compelling investment according to Bangia.

Proudly presented by Honan (www.honan.com.au).

Sunny Bangia joined Chris Judd on Talk Ya Book today to talk us through Fair Isaac Corporation (FICO). FICO's dominance in credit scoring (over 90% US market share), potential for increased profits and room for price increases make it a compelling investment according to Bangia.
Proudly presented by Honan (<a href="http://www.honan.com.au">www.honan.com.au</a>).

Sunny Bangia

Chris Judd speaks with Tom Lambeth of VP Capital about their short position on Temple and Webster (TPW), an Australian online furniture retailer. VP Capital believes TPW's stock price is inflated due to high valuation metrics compared to its growth and business model. The episode dives into the reasoning behind the short position.

Proudly presented by Honan (www.honan.com.au).

Chris Judd speaks with Tom Lambeth of VP Capital about their short position on Temple and Webster (TPW), an Australian online furniture retailer. VP Capital believes TPW's stock price is inflated due to high valuation metrics compared to its growth and business model. The episode dives into the reasoning behind the short position.
Proudly presented by Honan (<a href="http://www.honan.com.au">www.honan.com.au</a>).

Tom Lambeth

This episode of Talk Ya Book features Jai Mirchandani from ELM Responsible Investments. Jai explores Tesla's potential as a long-term investment and its ability to disrupt the car industry. He focuses on Tesla's self-driving technology and the leadership of Elon Musk, analysing both the opportunities and challenges they present. Proudly presented by Honan (www.honan.com.au).

This episode of Talk Ya Book features Jai Mirchandani from ELM Responsible Investments. Jai explores Tesla's potential as a long-term investment and its ability to disrupt the car industry. He focuses on Tesla's self-driving technology and the leadership of Elon Musk, analysing both the opportunities and challenges they present. Proudly presented by Honan (www.honan.com.au).

Nick Griffin & James Tsinidis

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