GCQ Funds Management

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 [https://gcqfunds.com/] ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

Joe Aston interviews Doug Tynan

Journalist 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 [https://gcqfunds.com/] ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.