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GCQ Funds Management episodes
- The power of network effects
Rampart founder Joe Aston and GCQ's chief investment officer Doug Tynan discuss network effects and how they underpin the success of leading businesses including Uber, Visa and MasterCard. They also dive deeper into emerging threats that could disrupt some network businesses, such as the AI disruption risk faced by Alphabet.
For more information about GCQ Funds Management, please visit https://gcqfunds.com
Hosted on Acast. See acast.com/privacy for more information.
57 min - Joe Aston interviews Doug TynanJournalist Joe Aston and GCQ's chief investment officer Doug Tynan discuss the four things Doug learned from Charlie Munger, how those have shaped GCQ's investment strategy and methodology, and some of GCQ's portfolio holdings, including Hemnet, Richemont and WD40. For more information about GCQ Funds Management, please visit: https://gcqfunds.com
Hosted on Acast. See acast.com/privacy for more information.
1 hr 2 min
About GCQ Funds Management
From the publisher's feed
GCQ stands for "Global, Concentrated, Quality," with the firm's investment portfolio of approximately 20 companies representing a selection of the world's best businesses. Please see our legal…
and disclaimer at: https://www.gcqfunds.com/legal/
Hosted on Acast. See acast.com/privacy for more information.