GCQ Funds Management

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2 episodes

1 day ago

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/

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Investing

Business

RSS

All content for GCQ Funds Management is the property of GCQ Funds Management and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Hosted on Acast. See acast.com/privacy for more information.

Investing

Business

Episodes (2/2)

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

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1 day ago

56 minutes 13 seconds

GCQ Funds Management

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

Hosted on Acast. See acast.com/privacy for more information.

8 months ago

1 hour 1 minute 31 seconds