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Month: September 2024

Insights

Part II | The breakdown on Q2 Earnings Season: the team talk Nvidia, Microsoft, Novo Nordisk and many other portfolio holdings

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Insights

AI to drive electricity demand and outperformance of infrastructure companies

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Insights

Apple’s in an advantageous position, although late to AI

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Insights

CommSec Executive Series: Qiao Ma, Munro Partners

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Media Release

AI to drive electricity demand and outperformance of infrastructure companies

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