The power of network effects

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GCQ Funds Management

2 episodes

6 days 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

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Investing

Business

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The power of network effects

GCQ Funds Management

56 minutes 13 seconds

6 days ago

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.