Nick Griffin & James Tsinidis

Nick Griffin & James Tsinidis

Author: Chris Judd's Talk Ya Book February 22, 2022 Duration: 35:17

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).

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Ever wonder how the most successful investors in Australia actually think when they place a real bet? Chris Judd's Talk Ya Book Podcast pulls back the curtain on that exact moment, moving beyond theory into the concrete decisions that define a career. Each conversation is built around a single, high-conviction idea from a guest who has proven their skill in the markets. The focus isn't on hot stock tips or market predictions, but on the underlying process: how they found the opportunity, why it convinced them, and how they manage the risk. You'll hear the nuanced questions, the doubts, and the specific analysis that turns research into action. This podcast provides a rare, unfiltered look at the craft of investing, offering more substance than headline financial news. It’s for anyone interested in the discipline behind the decisions, listening as seasoned professionals talk through their reasoning in real detail. The discussions are grounded in practical experience, making complex investment concepts accessible through the lens of real-world application. Tune in to hear how Australia's best investors articulate their thesis when the stakes are genuinely high.
Author: Language: en-us Episodes: 100

Chris Judd's Talk Ya Book Podcast
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