Munro Partners' Chief Investment Officer, Nick Griffin and Portfolio Manager Qiao Ma recently presented at the Global Growth roadshow hosted by GSFM.

Nick discusses the AI hype, the semiconductor industry and how he thinks Nvidia is potentially going to be the biggest company in the world. Qiao discusses the importance of quality, management and how it leads to pricing power. She also presents Lululemon as her recommended quality company, and its potential to grow. You can listen below.

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