GCQ Funds Management
GCQ Funds Management
Podcast Description
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.
Podcast Insights
Content Themes
Covers investing strategies, personal anecdotes from industry stalwarts, and portfolio analysis with episodes discussing investment lessons from figures like Charlie Munger and exploring specific portfolio holdings such as Hemnet, Richemont, and WD40
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.
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.
Disclaimer
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